Thomas Wells is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at firms including Means Financial Group, Money Concepts Capital Corp, and Primerica Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an advisor and sub-advisor within a turnkey asset management platform.

Matthew Haeffner is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes ownership and management roles in several businesses, including Haeffner Cattle Company and multiple LLCs. Outside of financial services, he is involved in cattle farming. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a broad client base, including individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Leanne Wilhelm is a Series 65-licensed financial advisor with Mariner in Brentwood, MO, bringing three years of industry experience. Her background includes roles at Mariner Wealth Advisors and positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, TownePlace Suites, and JQH Arena. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for firms of its size.

John Crowley is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros. - Aintree Capital, Ampersand Partners, Wells Fargo Clearing Services, and Eaton Vance Management. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis across proprietary and third-party models.

Brent Wilton is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, Buckingham Wealth Partners, Wells Fargo Advisors, and TD Ameritrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Justin Tate is a financial advisor at CWM, LLC with six years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials. His prior roles include positions at Northwestern Mutual Wealth Management Company, James Borchers, and Saltmarsh Financial Advisors, among others. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Joseph Kraninger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. Prior to joining Focus Partners Wealth in 2023, he worked at Craft Beer NY and held positions at Villanova University, The Bailwick Club, and Greenwich High School. 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 integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

David Ernst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His previous roles include positions at Agia, Prudential Insurance Company of America, Pruco Securities LLC, and TIAA. Outside of advisory work, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Deana Ruelas is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel Financial. She is based in St. Louis, MO. 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 services such as financial planning, investment management, and retirement plan consulting, utilizing both discretionary and non-discretionary wrap programs with various managed strategies.

Dane Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. 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 employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment strategies along with specialized services for unique client needs.

Patrick Enright is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 credential with two years of industry experience. Prior to his current role at Moneta, he worked at BBR Partners LLC and SS&C GlobeOp. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture, multi-criteria investment selection process, offering a range of portfolio management, financial planning, and family office services.

Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and specialized plan services.

Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jack Yale is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors and also serves as an agent selling non-securities insurance products for Agia. His prior experience includes roles at The Vanguard Group, Inc. and TIAA-CREF. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services supported by Envestnet’s UMA models and operates at a large scale with over 1,200 advisors.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Danton Troyer is a CFP® with 20 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at LPL Financial, RFG Advisory, and Private Client Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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 and ongoing monitoring.

Annamarie Hernandez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance Company, among other roles. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience in the hospitality and service sectors, including positions at Field and Ivy Brewery and Reddoor Grill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored to different programs and manages approximately $36.7 billion in assets.

Francesco Cori Gamero is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has previously worked at Merrill and is currently a graduate student at Washington University in St. Louis. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.