Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Christina Keys is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Timothy Reese is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2009. 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, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client collaboration.

Chase Moceri is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise, and UniGroup. Outside of his advisory work, he serves as an assistant coach for the Lafayette High School Hockey Organization. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a broad range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, diversified portfolio strategies, and a network of affiliated service companies.

Emily Berry is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Severin Investments, LLC and Wells Fargo Advisors. Before entering the financial advisory field, she was employed at Preferred Family Healthcare. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Dana Badgett is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for 26 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic questionnaires to recommend risk-based model portfolios implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. Miller also has experience at the University of Illinois and Alice Campbell Alumni Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers, offering a broad range of investment and wealth management services.

Blake Geisler is a financial advisor at Guardian Life with Series 66 designation and one year of experience. His work background includes roles at Napoli Bros Pizza and Pasta, Mi Lupita, Firehouse Subs, and the Rockwood School District. Guardian Life operates through Park Avenue Securities LLC, providing brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management with in-house and third-party model portfolios.

Ryan Matteo is a CFP® professional at Moneta Group Investment Advisors, LLC with three years of industry experience. He has been with Moneta since 2020 and previously spent time at Yale University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team structure and uses an open-architecture, multi-criteria process for investment selection and ongoing due diligence, providing a range of portfolio management, financial planning, and family office services.

Malory Caltagirone is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining \u0026PARTNERS in 2025, Malory worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2012 to 2025, and has been involved with Studio Visage since 2006. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, and consulting, utilizing both proprietary and third-party investment strategies within a dual RIA and broker-dealer structure.

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 and also co-owns Discount TV Wall Mounts, a business selling wall mounts, which he operated alongside his advisory career. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies, with oversight from an Investment Strategy Committee and a combination of custodial and clearing services.

Kurt Wunderlich is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth 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 alongside a variety of private and registered funds.

Steven Cook is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Eagle Strategies in 2022, he worked at Cetera and Cetera Financial Specialists LLC for over two decades. Outside of finance, Cook is involved in managing two local bar businesses, SMC Ventures LLC (The Tavern @ Clifton Heights) and Stan-Ad Ventures LLC (KT's Saloon). Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Nicole Bailey is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. She previously worked at Moneta Group Investment Advisors, Inc from 2016 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure supported by a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

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 credential and has worked at firms including Buckingham Strategic Wealth and Northwestern Mutual. Outside of his advisory role, he is the Owner and Chief Operating Officer of Blick Health, a business providing nutritional services and personalized plans for healthier living. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive approach with diversified portfolios and extensive affiliated service companies supporting insurance, lending, and real estate investment 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 with \u0026PARTNERS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Wells Fargo Advisors, LLC for four years. \u0026PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, and sovereign wealth fund clients. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies through platforms like Envestnet.