Christopher Hadeler is a Series 65-registered advisor with Focus Advisor Solutions, LLC in St. Louis, MO, and has one year of industry experience. He has worked at Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and also provides discretionary fixed-income management and retirement plan fiduciary services.

Adam Gimbel is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life Insurance Company, Park Avenue Securities, and Raymond James Financial. Outside of his advisory role, he is involved in independent insurance brokerage activities beyond his work with Guardian Life. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and offers various account-level services such as lending solutions and donor-advised fund options.

Edward Walter is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO. His prior experience includes roles at U.S. Bank, U.S. Bancorp Investments, Knights of Columbus Asset Advisors, and Knights of Columbus Insurance. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and strategic allocation reviews.

Kathleen Marsden is a CFP® professional with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC during her career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized services such as financial counseling, fiduciary consulting, and tax compliance.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Mackie serves as Treasurer on the board of the John W. Barriger III National Railroad Library, a significant railroad history collection. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a network of independent advisers and an affiliated broker-dealer, offering a range of discretionary and non-discretionary investment solutions and managing approximately $34.9 billion in assets.

Nicholas Pavlishin is a CERTIFIED FINANCIAL PLANNER™ professional with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior roles include positions at Merrill Lynch and Sincere Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a focus on asset allocation and manager due diligence, alongside specialized services for clients with complex needs.

Richard Fitzer is a financial advisor with Commonwealth Financial Network in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Triad Financial Group and Commonwealth Financial Network since 2013. Outside of advisory work, he serves as Vice President and Co-Owner of L&F Group, Inc., an operating company involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering multiple investment program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Steven Bauer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served ten years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Leland Kraus is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously been with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Schwab and does not exercise discretionary trading authority for clients.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Renaissance Financial Corp and CETERA Advisor Networks LLC. His prior roles also include positions at Minnesota Life Insurance Company and Securian Financial Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Raymond Chen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and also serves as president of Precision Insurance Services LLC, a company providing property, casualty, and health insurance services. Additionally, he is employed by the United States Postal Service, where he develops internal websites. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver its services, managing approximately $1.7 billion in regulatory assets under management.

Jack Cantalin is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Austin Schettler is a CFP® professional with four years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, and Krilogy Financial. His background also includes four years at the University of Missouri. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers, while offering a broad platform of wealth services and affiliated product relationships.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Grant Koentz is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has prior work history with 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 advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions through the Envestnet platform and NFS clearing arrangements.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Matthew Midgett is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. He holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with periodic strategic reviews.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan Abner is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Outside of his advisory role, he serves as president and partner of Abner Snack Foods, Inc., a family-owned business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.