Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Daniel Miller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. 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 a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with both internal and third-party portfolio oversight.

David Lazarus is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory and financial planning services, managing portfolios across equity, balanced, and fixed-income strategies using discretionary and non-discretionary approaches.

Adam Roeder is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, his background includes roles at Auto Spa, Northern Michigan University, and the Janesville Jets NAHL. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Michael Mccarthy Sr. is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2003, following a one-year tenure at CIBC World Markets Corp. prior to that. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and periodic portfolio reviews.

Carolyn Bowles is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO with three years of industry experience. She holds a Series 65 designation and has worked previously at Albright Wealth Management, Albright Financial, Argent Capital Management, and Peabody Energy. Outside of advising, she is involved with Swan Investment Properties, LLC, a privately held real estate entity related to office property ownership. 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 a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Aaron Bosch is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked for 16 years with the Mehlville School District. He 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 and provides diversified, multi-asset allocations along with specialized services such as planning for professional athletes and institutional advisory relationships.

Bryan Hebron is a CFP® professional with five years of experience in financial advising at Moneta Group Investment Advisors, LLC. He has been with Moneta Group since 2015 in various 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 employs a partner-led team approach supported by a centralized investments department and emphasizes asset allocation and manager due diligence.

Farah Winkler is a CFP® with 15 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2016. She is based in St. Louis, MO, and holds a Series 63 license. 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 supported by a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

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 24 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and operated his own firm, RESSNER Financial Planning LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo and First Clearing, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers both point-in-time planning services and ongoing portfolio management through various managed account programs.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. 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 a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include a decade at L.M. Kohn & Company and long-term affiliation with Millennium Financial Group. He serves as trustee for two lifetime trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a wide range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with internal trading capabilities.

Gabriel Wilson is a CFP® with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2018. He previously worked at Edward Jones for five years. Wilson is also a member of BSD Capital, LLC, an investment club focused on life sciences funds, where he participates in periodic investment discussions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and various managed account services.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas 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, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

John Ronston is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Edward Jones, Wells Fargo Advisors, Wachovia Securities, Chevy Chase Financial Services, and Merrill. He currently serves as Vice President of Investment Implementation at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other securities.