Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.

Andrew Turnquist is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at TD Ameritrade and Central Bank of Boone County. Before entering the financial industry, he worked for seven years at Slacker's CD's and Games. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing portfolio oversight.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in St. Louis, MO, she has been with Benjamin F. Edwards since 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management solutions using both firm-developed and third-party model strategies.

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2024, she worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has experience in the service and hospitality sectors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis alongside various investment strategies.

Benjamin Edwards IV is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 63 designation with 39 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Outside of his advisory role, he serves as a director of Cass Information Systems and is a board member of his local homeowners' association in Naples, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with oversight from an Investment Strategy Committee.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with The Colony Group, LLC since 1999. 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, tax- and fee-sensitive investment approach within an “enhanced open architecture” framework that integrates active and passive strategies, private funds, and separate account managers.

Matthew Schaller is a CFP®, CFA®, and Series 63-licensed advisor with 10 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. Based in St. Louis, MO, Schaller provides financial advisory services within an enterprise firm setting. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, LLC and Edward Jones. 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 combines active and passive strategies within an enhanced open architecture framework.

Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp, Carillon Group, and Ameritas Life Insurance Corp since 2011. Outside of her advisory work, she assists her disabled sister with daily activities as part of the Family Cares Act. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Jonathan Peckron is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Peckron is based in Saint Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, relying on standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Kurt Schafers is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. Outside of his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business based in St. Louis, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Katelyn Stevens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards offers a range of advisory programs, including discretionary and non-discretionary strategies, financial planning, and investment management consulting, utilizing a mix of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Abigail Allen is a financial advisor at &PARTNERS with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for nine years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform, and operates both as a registered investment adviser and broker-dealer with additional municipal advisory and investment banking activities.

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across a variety of investment vehicles.

Matthew Redfering is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles in transportation, enterprise, and university recreation and wellness centers. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and utilizes third-party sub-advisers and technology to manage a broad range of assets.

Robert Schundler is a CFA® charterholder based in St. Louis, MO, with 20 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private funds and ETFs.

Corey Hendershot is a CFA® charterholder affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He has prior experience at Buckingham Strategic Wealth, where he worked for a total of seven years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Patrick Higgins is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel, Buckingham Wealth Partners, Edward Jones, Shaffer & Associates, and Enterprise Holdings. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm utilizes a Partner-led team structure and a multi-criteria investment selection process that includes manager due diligence and proprietary multi-strategy funds.