Carrie Meyer is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Diane Fredericks is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and U.S. Bancorp Investments, Inc. She is also involved in the sale and service of fixed insurance and annuities outside her advisory work. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third‑party manager programs using a variety of portfolio management approaches.

Tammy Courtney is a CFP® certificant with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at several firms, including Buckingham Strategic Wealth, LLC, where she has held roles since 2007 with a break between 2008 and 2010, as well as Morgan Keegan & Company, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside various specialized portfolio tools.

Margaret Mueller is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and has held roles at Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. Mueller is based in St. Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset types using Schwab’s research tools and standard asset allocation models.

Larry Richardson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Richardson holds the Series 63 and Series 65 designations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Luke Hagerty is a financial advisor with Mariner Wealth Advisors holding a Series 65 designation and three years of industry experience. His prior roles include positions at Forward Through Ferguson and educational institutions such as Chicago Jesuit Academy and Loyola Academy of St Louis. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers, while providing integrated tax, accounting, and family office services uncommon at its enterprise scale.

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® with 15 years of experience in financial advising, currently with Focus Partners Wealth, LLC since 2024. Her prior roles include positions at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Timothy Reese is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a combination of proprietary and third-party managed strategies across various asset classes.

Chase Moceri is a CFP® and holds a Series 66 designation with five years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameriprise, UniGroup, and Missouri State University. Outside of his advisory role, he serves as an assistant coach for a high school hockey program. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended mix of active and passive strategies alongside access to private funds and customized portfolio management.

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 has experience outside finance, including a role at the Alice Campbell Alumni Center and work in custom upholstery. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Olivia Lupfer is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 designation and has worked previously with firms including Thrivent Investment Management Inc and Moloney Securities Co., Inc. Olivia has experience in both advisory and investment roles across several firms. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by its Investment Committee and third-party partners.

Stephen Pontello is a financial advisor with Empower Advisory Group in Lake Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Paradigm Financial Advisors, TD Ameritrade, US Bank, and the University of Missouri St. Louis. Outside of advising, he owns Pontello Homes LLC, a home building and remodeling business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm offers financial planning and investment management through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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 bringing 13 years of industry experience. Before joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 13 years. She also has a long-standing role at Studio Visage since 2006. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

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. Outside of his advisory role, Jacobs co-owned and operated Discount TV Wall Mounts, a retail business selling wall mounts, from 2010 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of advisory services through discretionary and non-discretionary wrap programs that utilize various investment strategies monitored by an Investment Strategy Committee.