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.

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

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.

Bret Martin is a Series 66 credentialed financial advisor with over 13 years of industry experience, currently practicing at Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, where he has worked 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 a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party model providers.

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. with 22 years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at Wells Fargo Clearing. He holds a Series 63 designation and is based in St. Louis, MO. 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 more than 500 advisors. The firm offers a range of advisory, brokerage, insurance, and M&A services with a combination of proprietary and third-party strategies, including managed solutions in equities and fixed income.

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.

Margaret Mckinney is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Outside of advisory work, she operates an online stationery store specializing in cards for special occasions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team structure with a centralized Investments Department, utilizing an open-architecture, multi-criteria selection process for investment decisions.

Jacinda Torre is a financial advisor at Creative Planning with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Creative Planning since 2009. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various institutional and retirement plan services.

Lauren Kane is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. \u0026PARTNERS serves individual and institutional clients, including high‑net‑worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by a range of advisory and brokerage capabilities.

Dawn Boyer is a financial advisor at &PARTNERS with 31 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2025, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is an owner and shareholder of a family-owned railroad construction company. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and provides services through both registered investment adviser and broker-dealer registrations.

Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Jacob Sullivan is a CFP® professional with 17 years of experience in the financial services industry, currently serving at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved in community organizations such as the Jeff Sullivan Memorial Foundation, which he co-founded, and serves on the finance committee for Citizens Against Domestic Violence. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Hannah Mc Daniel is a Series 65–licensed financial advisor with four years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel for six years. Based in St. Louis, MO, she has focused her career on investment advisory services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Derek Wilton is a CFP® with 10 years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.