Bret Martin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations through various financial planning and investment management services. Benjamin F. Edwards offers consolidated discretionary and non-discretionary wrap programs utilizing a range of strategies managed by the firm, its advisors, and third-party managers, supported by an Investment Strategy Committee.

Elizabeth Lynch is a CFP® professional with eight years of experience in financial advising. She has been with Moneta Group Investment Advisors, LLC since 2014, working in various roles within the firm. Elizabeth is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers multi-asset portfolio management, financial planning, family office services, and specialized offerings such as trustee services and planning for professional athletes.

Carter Schmid is a financial advisor at Focus Advisor Solutions, LLC with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Buckingham Strategic Wealth, Clayton Financial Group, and Foreside Financial Services. Schmid also serves as a Regional Director and Advisor Consultant/Coach for smaller firms in the Southeast Region through Focus Partners Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Greg Thornton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies monitored by an Investment Strategy Committee.

Scot Colgrove is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he spent 17 years at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Selmir Avdic is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Brian Todd is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. She is based in Edwardsville, Illinois. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, combining strategic and tactical asset allocation with various investment strategies and financial planning.

Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.

Ronald Dickey is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His career includes prior roles at Cetera Advisors, First Allied Advisory Services, and other affiliated firms. He is a co-trustee of the Carl Dickey Living Trust and the Janet Dickey Living Trust and serves as a financial consultant for Burgdorf and Associates Wealth Managers, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm supports complex investment solutions and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Merinda Dinkel is a CFP® professional with one year of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. She has held roles at Moneta since 2021 and previously worked at Commerce Bank. Outside of finance, she has experience in the brewing and distilling industry, having been involved with Blur Skye Brewery & Eats and Square One Brewery & Distillery. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Margaret Mckinney is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Outside of advisory work, she operates an online stationery store specializing in cards for special occasions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team structure with a centralized Investments Department, utilizing an open-architecture, multi-criteria selection process for investment decisions.

Lauren Kane is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as two years at DOT Foods. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Dawn Boyer is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an owner and shareholder of a privately held family railroad construction company. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of investment strategies and platforms, combining fundamental, technical, and quantitative analysis.

Benjamin Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Goldman Sachs and Neuberger Berman. He serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management services through consolidated wrap programs that utilize strategies managed internally and by third parties, supported by an internal trading desk and a robust investment oversight process.

Jacob Sullivan is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. Outside of his advisory work, he co-founded the Jeff Sullivan Memorial Foundation, helping to organize annual fundraisers and select scholarship recipients, and serves on the finance committee of Citizens Against Domestic Violence. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Hannah Mc Daniel is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Stifel for six years before joining Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers a range of services such as portfolio management, financial planning, family office support, and concierge services, employing a Partner-led team structure and a multi-criteria investment selection process.

Derek Wilton is a CFP® with 10 years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He also serves as a trustee of several family-related trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Kieran Favazza is a financial advisor with Focus Partners Wealth, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Focus Partners Advisor Solutions, Midtown Mercantile LLC, Saint Louis University, and Favazza's, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, diversified portfolio strategies, and extensive affiliated service companies and product relationships.