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 eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Edward Jones. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment strategies, operating both discretionary and non-discretionary programs.

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 at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.

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.

Carter Schmid is a financial advisor at Focus Advisor Solutions, LLC with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Buckingham Strategic Wealth, Clayton Financial Group, and Foreside Financial Services. Schmid also serves as a Regional Director and Advisor Consultant/Coach for smaller firms in the Southeast Region through Focus Partners Advisor Solutions, 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 mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Greg Thornton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

Scot Colgrove is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he spent 17 years at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Selmir Avdic is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. She is based in Edwardsville, Illinois. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, combining strategic and tactical asset allocation with various investment strategies and financial planning.

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 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Creative Planning since 2009. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Dawn Boyer is a Series 63-licensed financial advisor at &PARTNERS with 31 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2025. Outside of her advisory work, she is an owner and shareholder of a family-owned railroad construction company. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional investors. The firm offers a range of investment advisory and brokerage services, employing a mix of proprietary and third-party strategies through the Envestnet platform.

Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc., a financial services company. 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 with oversight from an Investment Strategy Committee.

Hannah Mc Daniel is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Stifel for six years before joining Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers a range of services such as portfolio management, financial planning, family office support, and concierge services, employing a Partner-led team structure and a multi-criteria investment selection process.

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.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He also serves as a trustee of several family-related trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.