Yen Huei Jones is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Mariner and previously spent 12 years at Charles Schwab and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services along with specialized family office and financial wellness solutions.

Fredrik Axsater is a financial advisor at &Partners with 24 years of industry experience. His career includes roles at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street. He holds Series 63 and Series 66 licenses and is the principal owner of PIM GLOBAL LTD., a company established to support his work for &Partners from the UK. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services using a variety of investment strategies and products, operating as a dual-registered RIA and broker-dealer with additional municipal advisory capabilities.

John Morard is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Arathi Consulting, LLC, Severin Investments, LLC, and US Bank. Focus Partners Wealth serves a broad 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 combining fundamental and quantitative analysis alongside third-party managers, and offers a wide range of wealth management and advisory services.

Christopher Whiting is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously held a position at SS&C Advent from 2015 to 2018. 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 both firm-developed and third-party models.

Haider Yousif is a financial advisor with Schwab Wealth Advisory in Saint Louis, MO, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator, participating in arbitration panels on a voluntary basis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations while clients retain final trading decisions.

Alicia Lewis 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 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’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of discretionary and non-discretionary portfolio management and financial services.

Sandra Pourcillie is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. She previously worked at Ascent Investment Partners, LLC for eight years. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Preston Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and involvement with nonprofit organizations such as Back2Back Ministries and The Summit Church. Benjamin F. Edwards & Company provides investment advice and services to individuals, retirement plans, trusts, estates, and corporate clients, offering both model-based and customized portfolio strategies. The firm combines financial planning, investment management, and consulting with broker-dealer capabilities and in-house trading services.

David Curtis is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds the Series 63 designation. 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 centralized investment research and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Blake Steele is a financial advisor at Creative Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following a two-year tenure at Edward Jones. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and integrated retirement plan services.

Koltyn Schilly is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade and Charles Schwab, as well as an early career position at the University of Missouri St. Louis. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs, including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment approaches and supports institutional and unaffiliated advisors through consulting and retirement services.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Matthew Ring is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2011. He holds the Series 63 designation and 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Thomas Cordes is a CFA® charterholder with 26 years of industry experience. He is currently with &Partners, LLC, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, Cordes manages a real estate rental property business through an LLC he owns. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

James Chalmers is a CFP® professional with 10 years of experience in financial advising, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015 in various roles. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Kathleen Palumbo is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. She serves as trustee for both her personal trust and her late husband's credit shelter trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to develop client solutions, with a notable role as a qualified custodian and a mix of commission-based and advisory programs.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Kyle Marra is a CFP® professional at Moneta Group Investment Advisors, LLC with five years of industry experience. He has been with Moneta since 2017 and previously worked at Kansas State University. Based in St. Louis, MO, Marra’s background includes both advisory and academic roles. 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 emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Jacob Mercer is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Financial Engines Advisors L.L.C. and Fidelity Brokerage Services. Mercer has been with Mariner Wealth Advisors since 2023. Mariner serves a diverse client base that includes individuals, trusts, corporations, and retirement plans, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by both internal research and third-party managers, along with integrated tax and accounting capabilities uncommon among large advisory enterprises.