Kayden Besher is a financial professional with Kestra Advisory Services, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Kestra, Besher worked at firms including Cetera Advisors and Wells Fargo Advisors. Outside of advisory work, Besher is affiliated with Burgdorf Wealth Managers as a financial professional. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Kyle Lane is a financial advisor with TIAA-CREF in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Wells Fargo and First Clearing, LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves many clients with pre-existing relationships through TIAA‑administered employer retirement plans and offers both point-in-time planning and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Robert Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 10 years. Ferguson also operates a personal corporation for legal and tax purposes and serves as trustee for two lifetime trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and discretionary portfolios monitored by an Investment Strategy Committee.

Gabriel Wilson is a CFP® with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2018. He previously worked at Edward Jones for five years. Wilson is also a member of BSD Capital, LLC, an investment club focused on life sciences funds, where he participates in periodic investment discussions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and various managed account services.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Drennan Bailey is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2022. Prior to joining Moneta, he was employed at Bunge Limited and Deloitte & Touche. 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 operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp LLC. 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 uses a partner-led team approach and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. She has worked at several firms, including Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to 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, separate account managers, private funds, mutual funds, and ETFs.

Rebecca Winkler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, GreenCourse Financial Advisors, SFMG Wealth Advisors, and TD Ameritrade. Her background also includes three years at the University of North Texas. 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 utilizing both fundamental and quantitative analysis, offering a wide range of investment strategies and integrated wealth services.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Saxony Securities Inc. Outside of his advisory role, he is active as a Twitch streamer, where he plays video games and discusses recent updates in the gaming community. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services that include model portfolios and separately managed accounts, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Sally Davis is a Series 66–licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of advisory services including financial planning, investment management, and retirement consulting, supported by several hundred advisors and tens of billions in assets under management.

Geoffrey Bowers is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Fidelity Brokerage Services and Ameriprise Financial Services. Outside of his advisory work, he has been involved in non-investment related real estate ownership since 2008. 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 approach supported by centralized investment research and utilizes an open-architecture selection process focused on asset allocation and manager due diligence.

Mallory Harrell is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. 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 investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Yen Huei Jones is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Mariner and previously spent 12 years at Charles Schwab and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services along with specialized family office and financial wellness solutions.

Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a variety of model portfolios using both strategic and tactical investment approaches.

Fredrik Axsater is a financial advisor with 24 years of industry experience, currently with &Partners. He holds Series 63 and Series 66 designations and has previously worked at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street entities. He is the principal owner of PIM GLOBAL LTD., a company established to support his work with &Partners while based in the UK. &Partners serves a diverse client base including individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and ERISA consulting through discretionary and non-discretionary accounts, utilizing a range of analytical strategies and third-party managers.

John Morard is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Arathi Consulting, LLC, Severin Investments, LLC, and US Bank. Focus Partners Wealth serves a broad client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis alongside third-party managers, and offers a wide range of wealth management and advisory services.

Haider Yousif is a financial advisor with Schwab Wealth Advisory in Saint Louis, MO, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator, participating in arbitration panels on a voluntary basis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations while clients retain final trading decisions.