Dennis Clifford is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Country Club Financial Services, Inc., and Waddell & Reed. Outside of his advisory work, he is involved with Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and utilizes third-party managers and platforms such as Envestnet to support its portfolio programs.

Courtney Kalist is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis with a variety of proprietary and third-party strategies.

Richard Steinbach is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1990. 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 range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting tailored to client objectives.

Ingrid Lee is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with Moneta Group Investment Advisors, LLC since 2009, currently based in St. Louis, MO. 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 Teams model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Marshall Burstein is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2012 and has been affiliated with Nylife Securities LLC and New York Life Insurance Company since 2009. Burstein serves as president of a local Business Networking International chapter. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Donald Kukla is a CFP® and PFS™ with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory role, he is the managing member of Maria Squared Aviation, LLC, a company that owns and leases aircraft to LLC members. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients with portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Terra Gordon is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing Services from 2016 to 2020. Outside of her advisory role, she works as an independent contractor for Instacart, providing grocery shopping services. Benjamin F. Edwards & Company, Inc. 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 investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with in-house trading and custody services.

Connor Dunlop is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mariner and has prior experience at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory work, he serves as an assistant coach for the St. Louis Blues AAA youth hockey team. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative CFO services.

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO, with six years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior roles include positions at The Colony Group, LLC, Scottrade, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Eloise Schlafly is a CFP® professional with nine years of experience in financial advising at Moneta Group Investment Advisors, LLC, where she has worked since 2012. She is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients with services including portfolio management, financial planning, family office support, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with niche services such as planning for professional and developing athletes.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. 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 range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory structure from many enterprise wealth managers.

David Wibbenmeyer is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Premier Financial Partners, LLC and Royal Alliance. Outside of his advisory role, he provides traditional insurance products through a sole proprietorship. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment strategies, operating as both a broker-dealer and investment adviser.

Derek Wagner is a CFP® with 11 years of industry experience, currently an advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. 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 approach with centralized investment oversight and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Jacob Masterson is a CFA® charterholder and Series 65 licensee based in St. Louis, MO, with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following a seven-year tenure at Buckingham Asset Management, LLC. Prior to his professional career, he was a student from 2009 to 2017. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, quantitative analysis, and specialized portfolio tools within an enhanced open architecture framework.

Lauren Hunt is a CFP® at Moneta Group Investment Advisors, LLC with nine years of industry experience. She has been with Moneta Group in various capacities since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Andrey Rudomiotov is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, Buckingham Strategic Partners, LLC, renaissance financial, and Securian Financial Services Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

James Johnson III is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he spent 10 years with Stifel Independent Advisors, LLC. Johnson is involved in several nonprofit and civic organizations in St. Louis, including serving as chair of the Investment Committee and board member at the Donald Danforth Plant Science Center and as a board member of the St. Louis Children’s Hospital Foundation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment consulting through a range of actively and passively managed strategies, with oversight by an Investment Strategy Committee.