Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a variety of model portfolios using both strategic and tactical investment approaches.

Fredrik Axsater is a financial advisor with 24 years of industry experience, currently with &Partners. He holds Series 63 and Series 66 designations and has previously worked at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street entities. He is the principal owner of PIM GLOBAL LTD., a company established to support his work with &Partners while based in the UK. &Partners serves a diverse client base including individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and ERISA consulting through discretionary and non-discretionary accounts, utilizing a range of analytical strategies and third-party managers.

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® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at SS&C Advent for three years. 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 managed by both in-house and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

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. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and The Summit Church. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

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.

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.

Clifford Muzik is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Blackgem Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a brand ambassador for marketing events in the St. Louis area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary strategies supported by internal research and oversight committees.

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.

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.

Larry Phan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Wells Fargo Clearing Services, Disys, Mueller Prost, Aerotek, Edward Jones, and the University of Missouri-St. Louis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including security-based swap dealer and futures commission merchant functions.

Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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.

John Grover is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Washington University in St. Louis, and Stifel Nicolaus. 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 employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.