John Reidy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward D. Jones & Co., L.P. Outside of finance, he engages in actor, model, and voice-over work and serves as an election judge. He is also a voice actor for a podcast program produced by the Augustine Institute. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a broad range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing proprietary and third-party strategies combined with a proprietary equity and fixed income trading platform.

Martin Ruether is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked previously at Raymond James & Associates and JPMorgan Chase Bank NA. Mr. Ruether is also a licensed Life Insurance Agent since 1992. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party solutions supported by technology and centralized due diligence.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has previously held roles at Stifel, Wells Fargo, and UBS Financial Services. Outside of his advisory work, he is an investor in a limited liability company established to invest in the French football club Toulouse FC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and a multi-criteria, open-architecture investment process that emphasizes asset allocation and manager due diligence.

Michael Ball is a CFP® professional based in St. Louis, MO, with eight years of experience in the financial services industry. Prior to joining Focus Partners Wealth, LLC in 2026, he worked at Moneta Group for eight years and Robert Half for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory 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.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Inc., Stratman Sports, and the University of Missouri. Outside of her advisory role, Megan coaches volleyball for the 314 Volleyball Club in St. Louis. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, using both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Charles Henderson III is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2009. Henderson is also involved as a fixed insurance agent in an investment-related capacity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Mark Morgan is a financial advisor with PNC Wealth Management in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. Outside of advisory work, he is the owner of Supplied Demand LLC and has worked part-time as an associate for Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Linda Richards is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Morgan Stanley, and Morgan Stanley Private Bank before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm provides a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets and offering both equity and fixed-income portfolio management.

Patrick Ray is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He is also a licensed fixed insurance agent in St. Louis, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Bret Martin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, using a combination of proprietary strategies and third-party model portfolios.

Elizabeth Lynch is a CFP® professional with eight years of experience in financial advising. She has been with Moneta Group Investment Advisors, LLC since 2014, working in various roles within the firm. Elizabeth is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers multi-asset portfolio management, financial planning, family office services, and specialized offerings such as trustee services and planning for professional athletes.

Greg Thornton is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, with 22 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards & Co since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management consulting, brokerage, insurance products, and M&A advisory, utilizing proprietary and third-party investment strategies with both discretionary and non-discretionary managed solutions.

Scot Colgrove is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following a 17-year tenure at Buckingham Asset Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Selmir Avdic is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 21 years of industry experience. He has worked at TIAA-CREF since 2006 and previously had brief tenures at Charles Schwab and Ameriprise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as investment adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Raymond James Financial, First Brokerage America, OneAmerica Securities, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Merinda Dinkel is a CFP® professional with one year of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. She has held roles at Moneta since 2021 and previously worked at Commerce Bank. Outside of finance, she has experience in the brewing and distilling industry, having been involved with Blur Skye Brewery & Eats and Square One Brewery & Distillery. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.