Malory Caltagirone is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Before joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 13 years. She also has a long-standing role at Studio Visage since 2006. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

Jeremy Jacobs is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Jacobs co-owned and operated Discount TV Wall Mounts, a retail business selling wall mounts, from 2010 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of advisory services through discretionary and non-discretionary wrap programs that utilize various investment strategies monitored by an Investment Strategy Committee.

Kurt Wunderlich is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nicole Bailey is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. She has worked at Moneta Group Investment Advisors, Inc. from 2016 to 2019. Based in St. Louis, MO, she holds a Series 65 license and focuses on client financial planning and portfolio management. 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 approach with a centralized Investments Department, emphasizing asset allocation and due diligence, and offers both discretionary and non-discretionary services along with family office and concierge offerings.

Steve Long is a Series 66-credentialed advisor with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016 and currently works with the Insurance Group of St Charles Co LLC. Outside of his advisory role, he owns Long Financial Services LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, Northwestern Mutual Wealth Management Company, and Boeing, among others. Outside of his advisory role, Gibbons is the owner and Chief Operating Officer of Blick Health, a business focused on providing nutritional services and personalized health plans. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Macher is a financial advisor at Allworth Financial, L.P. with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial and National Planning Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Nikelle Turner is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and other firms. 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 uses a partner-led team structure with a multi-criteria selection process and offers specialized services for clients with complex needs.

Jose Bravo is a financial advisor at &PARTNERS with 15 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 13 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management and various financial services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Jonathan Lee is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent 11 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach incorporates long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Aaron Jeffers is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and seven years of industry experience. He has been with Money Concepts since 2018 and has presented for the Federal Benefits Academy since 2026. Outside of his advisory role, Jeffers serves as president of the Free to Live Ministry, where he writes religious devotionals, and he has been promoting his own book since 2024. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses both fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Daniel Kissling is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC, where he has worked since 2014 in various roles. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Wistar Holt Jr. is a CFP® professional with 13 years of experience currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Royal Alliance Associates, and Plaza Advisory Group, where he also works as a Certified Divorce Financial Analyst. Holt is involved with the Financial Planners Association of Greater St. Louis, serving as Programs Chair. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations.

Richard Huite Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Benjamin F Edwards & Co. for 15 years before joining Mariner and Msec, LLC in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax services and specialized family office and employer wellness solutions.

Stephanie Ritter is a Series 66–licensed financial advisor with 17 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2026 and previously spent over a decade with Edward Jones. Outside of her advisory work, she has been an Avon sales representative since 2006, primarily purchasing products for personal use. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with 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 selection process focused on asset allocation and manager due diligence.

Trevor Stone is a CFP® with nine years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2016. 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 approach supported by a centralized investments department and uses a multi-criteria selection process focused on asset allocation and manager due diligence.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Daniel Miller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with both internal and third-party portfolio oversight.

David Lazarus is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory and financial planning services, managing portfolios across equity, balanced, and fixed-income strategies using discretionary and non-discretionary approaches.