Jeffrey Bradley is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Bradley has been with Eagle Strategies since 2018 and has concurrent experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2016. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

David Ressner is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Buckingham Asset Management, LLC for 17 years, followed by a year at The Colony Group, LLC before joining Focus Partners Wealth in 2025. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Deborah Beasley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm’s advice model leaves final trading decisions to clients and is structured as an internal advisory unit within the Schwab ecosystem.

Kyle Lane is a financial advisor with TIAA-CREF in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Wells Fargo and First Clearing, LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves many clients with pre-existing relationships through TIAA‑administered employer retirement plans and offers both point-in-time planning and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, with 17 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a broad client base including individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of investment strategies—both model-based and customized—with ongoing due diligence and rebalancing, and operates as both an advisory firm and broker-dealer.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at L.M. Kohn & Company for 10 years and has been involved with Millennium Financial Group for over two decades. He also serves as trustee for two lifetime trusts. 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 strategies overseen by an Investment Strategy Committee.

Gabriel Wilson is a CFP® professional with 19 years of experience in the financial advisory industry. He has worked at Creative Planning since 2018 and previously spent five years with Edward Jones. Outside of his advisory role, he is an investor and member of BSD Capital, LLC, an investment club focused on life sciences funds. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tactical and tax-efficient techniques.

Thomas Self is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Thrivent Financial and BSN Sports. Outside of finance, he serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Drennan Bailey is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2022. Prior to joining Moneta, he was employed at Bunge Limited and Deloitte & Touche. 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 operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Gary Ford is a CFA® charterholder with 10 years of industry experience. He is currently with OSAIC Institutions, Inc. and First Bank, having previously worked at Principal Securities Inc, Principal Life Insurance Co, Stifel, and G.H Ford Investment Advisors. Ford holds Series 63 and 66 licenses. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a variety of advisory and brokerage services, including access to alternative investments and lending options. The firm employs a network of investment adviser representatives who provide both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp LLC. 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 uses a partner-led team approach and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. She has worked at several firms, including Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Rebecca Winkler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, GreenCourse Financial Advisors, SFMG Wealth Advisors, and TD Ameritrade. Her background also includes three years at the University of North Texas. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing both fundamental and quantitative analysis, offering a wide range of investment strategies and integrated wealth services.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Saxony Securities Inc. from 2021 to 2024. Outside of finance, he is active as a Twitch streamer, where he plays video games and discusses recent game updates. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Geoffrey Bowers is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Fidelity Brokerage Services, LLC and Ameriprise Financial Services, Inc. Outside of his advisory work, he maintains non-investment-related real estate ownership in University City, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and concierge services. The firm employs a partner-led team approach with centralized investment oversight and utilizes a multi-criteria selection process that includes manager due diligence and ongoing monitoring.

Joshua Tarr is a CFP® and Series 66 credentialed advisor at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2018 and previously held roles at Mutual Advisors, LLC, Mutual Securities, Inc, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Mallory Harrell is a financial advisor at Focus Partners Wealth, LLC with seven 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 provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.