Stephen Chanez is a CFP® with 21 years of industry experience currently advising at Citigroup Global Markets. His prior roles include positions at Compass Retirement Group LLC, Prosperity Capital Advisors, and Charles Schwab. He is also licensed as an insurance agent with various carriers. Citigroup Global Markets serves both individual and institutional clients, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones for 11 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Moneta since 2021, with prior roles at Neighbors Credit Union and Murray State University. 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 structure and a multi-criteria selection process focused on asset allocation and manager due diligence.

Stephanie Sather is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with various specialized portfolio management tools.

Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and four years of industry experience. His prior work includes positions at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

John Marino is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and LPL Financial. Outside of advisory work, he is appointed with United Health Care to write individual health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, alternative investments, and specialized financial planning solutions.

Katherine Jochum is a CFP® and Series 66 designee with 16 years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Wells Fargo Clearing and NRL Mortgage. In addition to her advisory role, she serves as the Regional Investment Committee Chair for United Way in St. Louis. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering 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, multi-criteria selection process focused on asset allocation and manager due diligence.

Aaron Wrigley is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and First Clearing. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and M&A advisory services, utilizing a mix of proprietary strategies and third-party models across equity and fixed income portfolios.

Victoria Dunlap is a financial advisor with Principal Financial Services in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial Services since 2016 and has worked with Principal Life Insurance Company since 2000. Dunlap also serves as a bank/trust officer, supporting and managing Principal retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through advisory and promoter arrangements.

Alex Roth is a CFP® professional with three years of experience in the financial industry, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. Prior to joining Moneta, he held positions at Southern Illinois University Edwardsville, Lewis and Clark Community College, and Millikin University. Moneta Group Investment Advisors serves a diverse client base including high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a Partner-led team structure and an open-architecture investment process that focuses on asset allocation and manager due diligence, offering comprehensive portfolio management, financial planning, and specialized concierge services.

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 with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Wells Fargo Advisors, TD Ameritrade, and K Force prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and commercial arrangements.

Elizabeth Quillin is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Citigroup Global Markets. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional investors, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

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.

Daniel Meehan is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include seven years at Wells Fargo Clearing before joining his current firm in 2023. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s investment approach is team-based and combines qualitative and quantitative analysis to develop model portfolios and capital market assumptions delivered to affiliate businesses for implementation.

Ryan Maksimovich is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2020, following roles at TD Ameritrade, Scottrade, Wells Fargo Advisors, and Waddell & Reed. Based in St. Louis, MO, Maksimovich has expertise developed across multiple firms in the financial services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and advisory programs delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection.

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.

Sheila Jacobs is a CFP® with 28 years of industry experience, currently affiliated with \u0026PARTNERS since 2026. Her prior experience includes roles at Wells Fargo Clearing, Gitterman Wealth Management, A. G. Edwards & Sons, Inc., and Raymond James Financial Services. Outside of her advisory work, she has authored three children’s books focused on saving and sharing, and she teaches fundamentals of personal finance. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supporting both direct management by advisors and third-party managers.

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.