Aaron Wrigley is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he worked at Wells Fargo Clearing and First Clearing for a combined 11 years. 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 advisory services through fee-based wrap programs and investment management consulting, employing both strategic and tactical portfolio management approaches.

Alex Roth is a CFP® professional with two years of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. His work history includes roles at Southern Illinois University Edwardsville and Lewis and Clark Community College prior to joining Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and rigorous manager due diligence.

Kyle Luetters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Philip Dejong, Northwestern Mutual Wealth Management Company, Peter Racen, and Stifel Nicolaus. Outside of finance, he is involved with Freedom Ops, a men's leadership organization, where he works as a trainer and contractor. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Teams model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Galloway is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Wells Fargo Advisors, TD Ameritrade, and several other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Elizabeth Quillin is a financial advisor at &Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held previous positions at Wells Fargo Advisors and its affiliated entities. Quillin has worked at &Partners since 2023. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through its dual registration as a registered investment adviser and broker-dealer.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Ryan Maksimovich is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Oppenheimer since 2020. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches, including strategic and tactical asset allocation across multiple asset classes, and manages both discretionary and non-discretionary assets.

Taylor Howe is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2025, he worked at Edward Jones for six years and has held various roles in education. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer in St. Louis, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of his advisory role, he has a private investment in a commercial property. 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 utilizes strategic asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian with a distinctive mix of discretionary and non-discretionary advisory programs.

Kevin Hennessy is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015, including a recent transition within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Swanson is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC, based in St. Louis, MO, with three years of industry experience. His prior work includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, as well as a five-year tenure at Webster University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis, third-party managers, and alternative strategies across managed and held-away assets.

Courtney Rorie is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining &Partners in 2024, Courtney worked at UBS Financial Services, Inc. from 2014 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Jill Lohr is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase Bank NA. Outside of her advisory role, she is involved with Lohr Wealth Management, an investment-related business entity she owns. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through independent investment adviser representatives and emphasizes centralized due diligence, ongoing monitoring, and the use of technology tools.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. 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 solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following nine years at Smith Moore & Co. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Richard Gast is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Moneta Group since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Jerry West is a CFA® charterholder based in St. Louis, MO, with 26 years of experience in the financial industry. He has worked at Moneta Group Investment Advisors, LLC since 2018, following prior roles at Purshe Kaplan Sterling Investments and Archford Capital Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations tailored to each client’s needs.