James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

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 with 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 ten years at Stifel Independent Advisors, LLC. Outside of his advisory role, Johnson serves on several nonprofit boards and committees in the St. Louis area, including positions at the Donald Danforth Plant Science Center and the St. Louis Children's Hospital Foundation. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies across mutual funds, ETFs, equities, and separately managed accounts, supported by ongoing due diligence and portfolio monitoring.

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His career includes roles at Premier Financial Partners, UBS Financial Services Inc., and Riverland Wealth Management, along with service in the United States Air Force Reserves and active duty. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios across multiple platforms.

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameritas in various capacities since 2022, including roles at Ameritas Investment Company and Ameritas Life Insurance Corporation. Prior to entering the financial industry, he spent nine years in full-time education. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs through a combination of in-house and third-party managers and integrates its services with affiliated broker-dealer and investment adviser entities.

Stephen Heil is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. Prior to that, he held multiple roles at Morgan Stanley from 2013 to 2021, including positions with Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and serves as a qualified custodian, providing both discretionary and non-discretionary management programs.

David Fingerhut is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Financial Legacy Associates, LLC and OSAIC for over two decades. Fingerhut is also the owner of Compliance Company, LLC, a private entity facilitating securities, advisory, and insurance business, and provides tax preparation services. Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, 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 that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Patrick Donnelly is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2012. 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 and offers a range of specialized strategies and financial services.

Kenneth Winegrad is a CFP® and Series 65 credentialed advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He has been with Moneta Group since 2016, serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and endowments. The firm uses a Partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence to provide portfolio management, financial planning, and specialized concierge services.

Klinton Silvey is a financial advisor at Money Concepts Capital Corp with five years of industry experience. He holds a Series 66 designation and has worked in financial services since 2020. In addition to his advisory role, Silvey serves as an associate pastor and is a certified personality trainer with Ntrinsx. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Jena Daake is a financial advisor at Oppenheimer with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and AT&T. She has been with Oppenheimer since 2021. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services including investment management, consulting, and financial planning, employing strategic and tactical asset allocation with periodic account reviews.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gregory Haueisen is a CFP® professional with two years of industry experience, currently advising at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Berger, Cohen & Brandt, Beckemeier LeMoine, Lewis, Brisbois, Bisgaard & Smith, Herzog Crebs, and Evans & Dixon. 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 structure and a multi-criteria investment selection process, with additional offerings including proprietary multi-strategy funds and specialized services for clients with complex needs.

Joann Kirchhofer is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Money Concepts since 2002 and has operated her own CPA practice since 1990. Kirchhofer serves as a trustee and participates in an investment club, reflecting involvement in both financial and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

David Simons is a CFP® with 31 years of industry experience, currently serving as a financial advisor at &Partners. Before joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of advising, he is also a radio host with KMOX. &Partners serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm employs a variety of investment strategies through discretionary and non-discretionary portfolio management, utilizing both proprietary models and third-party managers.

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Colony Group, Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and Scottrade. 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 retirement plan fiduciary services, serving more than 33,000 clients through a team of approximately 43 advisors.

Matthew Ilteris is a CFP® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2005. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Leah Bruemmer is a CFP® and Series 65-registered financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has three years of industry experience, including prior roles at Ernst & Young LLP and the University of Missouri-Columbia. Outside of finance, she has worked in the brewing industry with Flat Branch Pub & Brewing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Hunter Brown is a CFP® with 14 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2014. Based in St. Louis, MO, he holds the Series 65 license and works within a large enterprise firm comprising 220 advisors. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge solutions. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified multi-asset allocation approach and unique institutional client relationships.