Alexander Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and eight years of industry experience. Prior to joining Benjamin F. Edwards, he worked at L.M. Kohn & Company for nine years and has been involved with Millennium Financial Group since 2013. Outside of his advisory role, he assists with tax and legal administrative tasks at Robert E. Ferguson & Associates. 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 solutions that include firm-developed and third-party model strategies with ongoing oversight by an Investment Strategy Committee.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years and MB Health for two years. 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 integrates active and passive strategies alongside private funds and ETFs.

Kevin Grogan is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group and Buckingham Strategic Wealth, LLC. 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 integrates active and passive strategies alongside various specialized offerings.

Peter Dolan is a financial advisor at Steward Partners Investment Advisory, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Dolan is also an author and has involvement as an insurance agent and passive investor in farming. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm offers investment advisory, financial planning, and managed account programs for individuals, pension plans, corporations, and charitable organizations, utilizing both discretionary and non-discretionary portfolio management solutions.

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Clyde Pilkington is a financial advisor at &PARTNERS with 46 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. &PARTNERS serves a diverse client base, including individual and institutional investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, and consulting services, employing a mix of proprietary models and third-party managers across discretionary and non-discretionary portfolios.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years before joining Focus Partners Wealth in 2024. 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 incorporates both active and passive strategies, private funds, and separate account managers.

Sean Sweeney is an advisor at OSAIC Institutions, Inc. with a Series 66 designation. He has been in the industry since 2024, with prior experience at American Income Life Insurance and several banking institutions. Outside of finance, he has been involved with Columbia Youth Lacrosse and has held roles at the University of Missouri. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary client accounts.

Robert Bertman is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of his advisory roles, he owns Family Budget Expert, a business providing budgeting services to legacy families and managing related intellectual property. Focus Partners Wealth, LLC offers 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 alongside private and registered funds.

Warren Terry is a financial advisor at &PARTNERS with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Ampersand Partners, LLC and then &PARTNERS. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a mix of investment advisory and brokerage services, utilizing proprietary and third-party strategies across fundamental, technical, and quantitative analyses.

Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC in St. Louis, MO, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and Foreside Financial Services. Muckler also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified mutual fund and ETF model portfolios as well as discretionary fixed-income management. The firm serves a sizable client base with an enterprise-scale platform and delivers a combination of platform services and direct fund management.

Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles outside of finance including positions at Play it Again Sports and Worldwide Freight Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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, private funds, and other vehicles.

Brett Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He has been with the firm since 2014 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $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, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Bailey Gilliam is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to third-party managers and integrates a broad platform of affiliated service companies and product relationships.

Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously spent time at RFG Advisory Group, LLC and LPL Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.