Mark Reed is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. Before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at North American Management Corp. from 2013 to 2021. He also serves as an independent trustee for Morgan Stanley Pathway Funds and is a trustee for the Kingston Manor Drive Association, a residential subdivision. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Nicholas Koboldt is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Asset Management, LLC and Stifel Nicolaus. Koboldt is based in St. Louis, MO. 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 approach supported by a centralized investment department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position with Agia. Hurst receives trail income from prior insurance business with Blue Cross Blue Shield of Missouri but does not write new business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models and National Financial Services as custodian.

Scott Critchfield is a CFP® professional with 29 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2022. His prior roles include positions at LPL Financial and Waddell & Reed, as well as work with various insurance carriers. Outside of his advisory duties, he assists with proofing and editing therapy notes for a pediatric physical therapy business co-owned by his spouse. 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 nonprofits, offering a range of advisory and consulting services alongside a mix of proprietary and third-party investment strategies.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations guided by Schwab’s proprietary research tools and asset allocation models.

Ronald Wienstroer is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has 14 years of industry experience, including over a decade at Moneta Group. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 10 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

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 holds a Series 65 license with four years of industry experience. He currently serves as a financial advisor at Rockefeller Financial LLC, having joined the firm in 2026. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, Moneta, and Unyson Logistics. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a consolidated investment platform.

John Mccadden III is a financial advisor at Eagle Strategies (NY Life) with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 1999. Outside of his advisory role, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Christopher Halpin is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. His prior roles include positions at The Standard, Paychex Inc, Stifel Nicolaus & Co Inc, and Lincoln Financial Distributors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Moneta Group Investment Advisers, LLC for 11 years before joining Benjamin F. Edwards 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 with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit 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.

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 at Moneta Group Investment Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Moneta Group in various capacities since 2010. 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 utilizes a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

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.