Connor Mullen is a Series 66 credentialed financial advisor with one year of industry experience. He has worked at Commonwealth Financial Network since 2026 and also has experience at Triad Financial Group, Brinkmann Constructors, and in academic roles at the University of Missouri St. Louis and Rockhurst University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, supporting client portfolios through both internally managed models and outsourced solutions.

John Lake is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has recently started his career in the industry. Prior to joining Moneta, he worked at Fallon & Byrne and has experience in non-financial roles including at Ted Drewes, Inc. and Chaminade College Prep School. 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 uses a Partner-led team structure with a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.

Daniel Sutton is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2017 and at First Bank Wealth Management since 2008. Daniel is based in Dardenne Prairie, MO. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid advisor/broker-dealer model that combines firm supervision with advisor-managed accounts.

Carl Thoenen is a financial advisor with Lincoln Investment and holds Series 63 and Series 66 credentials. He has 32 years of industry experience, including roles at Lincoln Investment since 2010 and Aag Securities, Inc. since 1996. Outside of advising, he serves as Vice President on the Board of Directors for The Cries of a Child charity and is involved in local Boy Scout troop leadership and various community and church activities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through strategic and dynamic approaches, overseeing $22.9 billion in advisory assets as of the end of 2025.

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.

Joshua Ernst is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Focus Partners Wealth and Buckingham Wealth Partners/Focus Partners Wealth, totaling eleven years in wealth management. Ernst holds a Series 65 credential and is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Allen Williams is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with NYLIFE Securities LLC since 2014 and New York Life Insurance Co. since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Daniel Side is a CFP® professional with seven years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Central Bancorp and other Moneta Group entities. 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 and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Gregory Gobble is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work history includes roles at firms such as First Bank, Infinex Investments, LPL Financial, and Simmons Bank. Outside of his advisory work, he is involved in investing in real estate by buying and renovating properties for resale. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary accounts.

Robert Palmer is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of his advisory role, he assists his family in operating a small hay farm and market garden on weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to support its operations at scale.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. Outside of advising, he manages a rental property. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, providing tailored portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Stephen Chanez is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2021, including a brief period at Compass Retirement Group LLC. Prior to that, he held roles at Prosperity Capital Advisors and Charles Schwab. Outside of advising, he is also an insurance agent for various carriers. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security pricing.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones from 2007 to 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a variety of managed strategies and maintains an internal trading desk alongside third-party portfolio management.

Alexander Randolph is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Citigroup Global Markets since 2021 and previously held roles at Regions Bank, Wells Fargo Clearing Services LLC, DiSys, and U.S. Bank. Randolph is based in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, catering to diverse client needs including discretionary and non-discretionary portfolios.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Moneta since 2021, with prior roles at Neighbors Credit Union and Murray State University. 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 and a multi-criteria selection process focused on asset allocation and manager due diligence.

Stephanie Sather is a Series 65-licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Asset Management, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 across multiple asset types.

Tristan Detzel is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He previously worked at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

John Marino is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Guardian Life Insurance Company of America and Primerica Advisors since 2015. Outside of his advisory role, he is appointed with United Health Care to write individual health insurance policies and offers MassMutual disability and life insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services with multiple proprietary programs, third-party manager platforms, and various account-level features.

Katherine Jochum is a CFP® and Series 66 designee with 16 years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Wells Fargo Clearing and NRL Mortgage. In addition to her advisory role, she serves as the Regional Investment Committee Chair for United Way in St. Louis. 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 a centralized Investments Department and uses an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.