James Muccigrosso is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. He also occasionally sells group insurance to existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Corbin Briggs is a CFP® with 11 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in St. Louis, MO. His prior work history includes roles at AssetMark Financial, Inc. and Raymond James Financial Services. Briggs serves on the boards of the World Pediatrics Project and First Tee, both nonprofit organizations involved in fundraising. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services through proprietary and third-party solutions.

Tyler Joern is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Moneta Group in 2026, he worked at Sanford C. Bernstein & Co., LLC and Aon Hewitt Investment Consulting. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm employs a partner-led team structure with a centralized investments department, offering discretionary and non-discretionary portfolio management alongside financial planning and family office services.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

John Mccadden III is a financial advisor with Eagle Strategies (New York Life) in Creve Coeur, MO, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Eagle Strategies since 1999 and has a long-standing affiliation with New York Life Insurance Company dating back to 1978. Outside of his advisory work, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization in Missouri, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse clientele, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Halpin is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at Empower Financial Services, The Standard, Paychex Inc, Stifel Nicolaus & Co Inc, and Lincoln Financial Distributors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stephanie Rogers is a CFP® and CFA® credentialed advisor with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2018 and previously spent eight years at U.S. Trust. She is based in St. Louis, MO. 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 offerings. The firm employs Partner-led Teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

William Hornbarger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Moneta Group Investment Advisers, LLC for 11 years before joining his current firm in 2020. Outside of his advisory role, he serves as a power of attorney for Betty J. Hornbarger. 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 management utilizing both proprietary and third-party strategies, with oversight from an Investment Strategy Committee and a combination of custody and trading services.

Jami Choinka is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2012. 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 offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and tailored client plans.

Richard Mcdonald is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Moneta Group Investment Advisors in various capacities from 2010 to 2025. Benjamin F. Edwards & Company serves a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing strategies managed internally and by third-party managers.

Joanne Welker is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2008. She is also a board member and investment committee member for Our Lady's Inn in St. Louis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services through consolidated discretionary and non-discretionary wrap programs incorporating both internal and third-party managed strategies.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Buckingham Strategic Wealth, LLC and Legacy Financial Strategies, LLC. Prior to his advisory career, he was involved with Custom Wood Products and Kansas State University. 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 investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies monitored by an Investment Strategy Committee.

Brian Brush is a CFP® professional with 12 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Lumia Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a broad range of services including portfolio management, financial counseling, fiduciary consulting, and tax compliance. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is involved with multiple business entities, including AIMA International LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Stephen Dolan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at Mariner Wealth Advisors and Msec, LLC from 2015 to 2019. He is based in St. Louis, MO and holds the Series 66 designation. 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 offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Timothy Burford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He has been with Moneta since 2019 and previously held roles at Honey Baked Ham, the University of Missouri - Columbia, LCMS Foundation, Kohl's, and Kozeny & McCubbin. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Sherri Henry is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, she worked at Wells Fargo Clearing for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Abby Donnellan is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Anders CPA's & Advisors for seven years. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lauren Miener is a CFP® professional with six years of experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.