Joseph Delia is a CFP® professional with seven years of experience in the financial industry. He currently works at Schwab Wealth Advisory and has prior experience at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Jerry Adzima is a financial advisor with GWN Securities Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is a licensed insurance agent for life, annuity, and long-term care insurance and is involved with the Citizens Police Academy Alumni Association supporting the St. Louis County Police. He also serves as Vice President of Programs for the St. Louis Pachyderm Club, organizing speakers and occasionally filling in as president. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Neal Furlong is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including LPL Financial and V Wealth Management. He serves as a board member of the Ladue Education Foundation, where he participates in grant voting and organizing the Alumni Committee golf tournament. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Avraham Roberts is a CFP® professional with three years of industry experience, currently serving as an associate advisor at Kestra Advisory. He previously worked at Bank of America and Merrill and has held roles outside finance, including as a rabbi for the nonprofit Ignite YP Inc., where he provides religious counseling and education. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and plan-level investment advice supported by thorough due diligence. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Erin Abeln is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years and at Mercy for two years. Erin took a one-year break as a stay-at-home mom before joining Kestra Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large institutional investors such as sovereign wealth funds.

Austin Andrews is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. He has been with Citi since 2021, previously working at Wells Fargo Clearing Services and Associate Staffing LLC. His background includes diverse roles outside finance, such as positions with the Boston Red Sox and various community organizations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Daniel Parish is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 11 years of industry experience, including prior work at National Planning Corporation. He has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, including model-based and customized portfolios, combining both active and passive approaches, with ongoing monitoring and rebalancing overseen by the advisor and third-party managers.

Michael Wright is a CFP® with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC in St. Louis, MO. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and 65 registrations and 41 years of industry experience. Prior to joining &PARTNERS in 2025, he worked for Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years each. &PARTNERS serves a broad range of clients including individual and institutional investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a blend of proprietary and third-party investment strategies through platforms such as Envestnet.

Patrick Howley III is a CFP® with 42 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2015. He is also co-owner and inventor at PatTom Ventures LLC, a non-investment related business focused on product development. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services unique for a firm of its size.

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors since 2022, following tenure at Wells Fargo Clearing and Wells Fargo Advisors. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Joseph Sell is a Series 66-licensed financial advisor at Oppenheimer with seven years of industry experience. He previously worked at Edward Jones for six years and Select Marketing for seventeen years. Based in St. Louis, MO, Sell has been with Oppenheimer since 2024. 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 variety of investment strategies, supporting both discretionary and non-discretionary accounts.

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Ally Kell is a CFP® with nine years of experience in the financial services industry, currently an advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2024, she worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. She serves on the advisory board of the Affinia Healthcare Foundation and holds leadership roles with the Spirit of St. Louis Women's Fund, including President starting in 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment due diligence and utilizes a multi-criteria, open-architecture process for manager selection.

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ampersand Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions delivered through the Envestnet platform, and engages in a range of roles including municipal advisory and investment banking.

Amir Saffari is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he coaches Padel Tennis and Pickleball, providing lessons to improve game skills. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and unique market roles, including research, derivatives services, and bespoke discretionary solutions for very large relationships.

Joseph Cantalin is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients, offering both model-based and customized investment strategies.