Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. He has worked with Bankers Life Securities, Inc. since 2021 and is also a 1099 agent for Bankers Life & Casualty, Inc., where he is appointed to write various insurance products. Outside of his advisory work, Fleming owns multiple rental properties. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Gene Diederich is a CFP® with 28 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2009. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of Aligned Equity Group, a private partnership focused on senior living facilities, and is a board member of Global Prairie Marketing, LLC, a marketing and public relations firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team model supported by centralized investment research and provides diversified, multi-asset allocation strategies along with specialized services including trustee offerings and planning for professional athletes.

Tyler Hunter is a CFP® and holds a Series 65 license, currently serving with Focus Partners Wealth, LLC. He has nine years of industry experience and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various alternative strategies, supported by an extensive network of affiliated service companies.

Michelle Beattie is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with Moneta Group since 2015. Moneta Group serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations alongside specialized services such as planning for professional and developing athletes.

Bradlee Jacobs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC in various capacities since 2011. The firm serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes and trustee services through an affiliated chartered trust company.

Gwendolyn Taylor is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2019, following roles at Stern Brothers & Co. and Edward Jones. Outside of her advisory role, she co-owns a local vinyl crafting business and fully owns a party tent rental company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations, offering comprehensive wrap programs and investment strategies supported by internal trading and oversight.

Jeffrey Wolfe is a Series 66 licensed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 16 years of industry experience. Wolfe serves on the executive committee of the Westborough Country Club in St. Louis, Missouri, where he holds the position of secretary and participates in management decisions. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through a range of fee-based wrap programs, financial planning, and investment management services. The firm manages portfolios using both strategic and tactical approaches and combines custody, execution, and trading services within its offerings.

Matthew Marting Sr. is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Marting Financial, where he engages in insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.

Brian Hires is a CFP® professional with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2021. He previously worked at Edward Jones for 16 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Megan Rapplean is a CFP® with 11 years of experience in the financial industry. She has worked at Moneta Group Investment Advisors, LLC since 2020 and previously held roles at Correct Capital Wealth Management, LLC and Wells Fargo Advisors. In addition to her advisory work, she is licensed as an insurance agent and provides insurance services to clients. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

Katherine Wright is a financial advisor at &Partners with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining &Partners in 2024. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Adam Haas is a CFP® professional with Moneta Group Investment Advisors, LLC in St. Louis, MO. He joined Moneta in 2023 and has prior experience working in banking and the food service industry. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Patrick Jordan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at Wells Fargo Clearing, North Star Resource Group, and several other financial services firms. 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 centralized investment oversight and utilizes an open-architecture approach that emphasizes asset allocation and manager due diligence.

Jack Georges is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at World Wide Technology Raceway and has held roles at Indiana University Athletics and Westminster Christian Academy. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, employing a Partner-led team structure and a multi-criteria investment selection process.

Michael Stalnecker is a financial advisor with \&PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. Prior to joining \&PARTNERS in 2025, he worked at Oppenheimer from 2012 to 2025. He serves as a trustee for New City School, a nonprofit elementary school. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of strategies and third-party managers through its dual registration as a registered investment adviser and broker-dealer.

David Wiese is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021. Prior to that, he was with TD Ameritrade and has experience in both financial services and retail sectors. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs a range of strategies including strategic and tactical asset allocation, with a distinctive approach that includes both discretionary and non-discretionary account management.

Chad Abel is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise Financial Services, Inc. and Arbor Point Advisors. Abel is also the owner of Abel & Associates, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms.

Jackie Abels is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-trustee managing a private trust with her spouse. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies, with customized investment policy statements and regular account reviews.

Nicholas Quarnstrom is a financial advisor at Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis with third-party managers and offers a diverse range of investment strategies and affiliated services.

Austin Garber is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He holds Series 63 and Series 65 licenses. Focus Partners Wealth serves a diverse range of clients including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a variety of wealth management, fiduciary, and sub-advisory services.