David Castle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, First Clearing, LLC, and Edward Jones. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary wrap fee programs with ongoing due diligence and portfolio management.

Jason Hartman is a financial advisor at &Partners with a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and at DuPont for seven years. &Partners serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary models and third-party manager solutions across discretionary and non-discretionary portfolios.

Dennis Clifford is a financial advisor with Money Concepts Capital Corp in North Kansas City, MO, holding a Series 66 designation and 22 years of industry experience. He previously worked at Country Club Financial Services, Inc. for 13 years before joining Money Concepts Capital Corp in 2017. Outside of his advisory role, he is involved as a member of Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Courtney Kalist is a financial advisor with &PARTNERS, holding a Series 66 designation and eight years of industry experience. Before joining &PARTNERS in 2025, Kalist worked at Wells Fargo Clearing Services LLC for seven years and has held positions at Mass Mutual, Associate Staffing, Charlotte Russe, and the University of Central Missouri. &PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a mix of proprietary models and third-party manager solutions through platforms like Envestnet, and provides services including financial planning, ERISA consulting, and investment banking.

Richard Steinbach is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fahnestock & Co., Inc. since 1990. Based in St. Louis, MO, he has a long-standing career in financial services. 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 a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, supporting both discretionary and non-discretionary accounts.

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 at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services. Outside of her advisory role, she works as an independent contractor for Instacart. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.

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 with six years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has previously worked at The Colony Group, LLC and Scottrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies and affiliated services beyond typical custody or manager platforms.

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 an investment advisor representative with NewEdge Advisors, holding a Series 65 designation and based in St. Louis, MO. He has worked in the financial services industry since 2022, including prior roles at Stifel Financial Corporation and Guaranteed Rate Affinity. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm employs a range of analytic approaches and offers regular portfolio reviews and rebalancing.

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 the Series 66 designation and has previously worked at Premier Financial Partners, LLC and Royal Alliance. In addition to his advisory role, he provides traditional insurance products including life, health, and disability insurance. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement services. The firm manages approximately $12.9 billion in regulatory assets and offers a range of investment strategies through multiple platforms and both in-house and third-party model portfolios.

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 holds a Series 65 license with six years of industry experience. He currently works at Focus Partners Wealth, LLC, where he has been employed since 2024. Prior to that, he spent seven years at Buckingham Asset Management, LLC, and three years at Schweitzer UHC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of investment options, including public equities, fixed income, alternatives, and options-based strategies, supported by an extensive network of affiliated service companies and product relationships.

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.