Jackie Abels is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Abels also serves as co-trustee of a private family trust managing personal investments. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Travis Short is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and seven years of industry experience. He previously worked at TD Ameritrade and Ditech Holding Corporation. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, and providing broker-dealer execution, custody, and derivatives services.

Nicholas Quarnstrom is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Austin Garber is a CFP® with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Kent Meyer is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 65 designation and has three years of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Stifel Nicolaus. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Constantinos Livaditis is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Benjamin Covington is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Focus Partners in 2026, he was with CIBC for two years and also worked in academic roles at the University of Dayton and Chaminade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative and fundamental analysis alongside specialized tools such as trend-following and options overlay strategies.

Michael Ross is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has been with Benjamin F. Edwards since 2015. 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, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Daniel Findley is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009 after 14 years at Citigroup Global Markets. He also serves as co-trustee of the Daniel P. & Catherine D. Findley Revocable Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Adam Link is a financial advisor at Mariner with two years of industry experience. He holds the Series 65 designation and has a background that includes roles at Missouri State University and several educational institutions. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable capabilities in integrated tax services and employer financial wellness solutions.

William Smith is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, as well as nine years at Madison Wealth Advisors, LLC. Outside of his advisory career, he operates a farming enterprise focused on cattle and row crops. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 42 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has extensive prior experience at Cornerstone Advisors, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio management and advisory services.

Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Mariner Wealth Advisors and its related entity MSEC, LLC since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Jones is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Proficient Wealth Strategies, Blueprint for Wealth LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he worked at Villa Antonio Winery and Gateway FS, Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Kuhlmann III is a financial advisor with Principal Financial Services based in Saint Charles, MO, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Principal Securities Inc since 2019 and is also the owner and president of Kuhlmann Financial Services Inc, a firm he has managed since 1991. Kuhlmann is active in insurance sales, offering a variety of health and life insurance products to individuals and groups through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings include direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Robert Hehmeyer is a CFP® with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. He previously worked at Moneta Group Investment Advisors, Inc. from 2019 to present. 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 approach, utilizing a centralized Investments Department and a multi-criteria selection process focused on asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management, financial planning, family office, and concierge services.

Seth Heisler is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &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 retirement-plan consulting, using a combination of proprietary and third-party strategies on both discretionary and non-discretionary bases.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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 centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Martin is a financial advisor at &Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary accounts, utilizing a range of analytical methods and proprietary as well as third-party strategies.