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 with Benjamin F. Edwards & Company, Inc. in Chesterfield, MO. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Kessler has been with Benjamin F. Edwards & Co since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with oversight from 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.

Joann Jolly is a financial advisor at &PARTNERS with 20 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at firms including Wells Fargo Clearing and Charles Schwab. &PARTNERS serves a diverse range of clients, including individual, institutional, and sovereign wealth fund clients, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment models and operates as both a broker-dealer and registered investment advisor.

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.

Nicholas Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that include firm-developed and third-party model strategies.

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.

Connor Mullen is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Triad Financial Group and spent five years at Brinkmann Constructors. He also has experience 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 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life), holding a Series 63 designation and bringing 42 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New York Life Insurance Co., as well as over 15 years at Marco Financial, LLC. Outside of his advisory work, he serves as Chairperson for KETC Public TV and is president of the St. Louis Ballroom Dancers nonprofit, where he also teaches classes. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program structures, with most assets managed on a non-discretionary basis and a distinctive focus on institutional and retirement-plan clients.

Pamela Lent is a CFA® charterholder with 24 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following a 13-year tenure at Lowenhaupt Global Advisors, LLC. She holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary offerings and external managers to deliver customized portfolios and also manages assets for investment companies, supported by internal investment teams and governance committees.

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.

Matthew Muckler is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Scottrade, Inc. for 13 years before joining Benjamin F. Edwards in 2018. Muckler serves as a co-trustee for the Michael P. Muckler Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party strategies monitored by an Investment Strategy Committee.

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.