Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advisory work, Bitz serves as a volleyball coach for the Rockwood School District and also works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and retirement plan consulting with investment strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.

Ashley Brooks is a CFP® professional based in St. Louis, MO, with four years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Outside of financial advising, she has experience at Gathering Grounds Cafe and George Mason University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, integrating quantitative analysis and diversified portfolio management tools.

Judy Rubin is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Royal Alliance Associates. Rubin serves as Chairman of the Finance Committee for the Foundation for Barnes Jewish Hospital and is President and Managing Director of Plaza Advisory Group, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Kristi Borglum is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her career includes prior roles at Bank of America and Merrill. She is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of 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.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Moneta Group Investment Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with an emphasis on integrated tax and accounting services uncommon among large advisory firms.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Outside of advisory work, he has experience in the carwash business. Focus Partners serves individuals, families, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within a long-term, tax- and fee-sensitive framework.

Brenda Obrien is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management, with consulting and retirement services tailored to client objectives.

Cameron Brandstadt is a financial advisor at Benjamin F. Edwards & Company, Inc. with the Series 66 designation and no prior industry experience. His background includes roles at Cascade Hills Country Club and Riverfront Investment Group, as well as work during his time at Indiana University–Bloomington. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through a range of fee-based wrap programs, financial planning, and investment management services. The firm employs a variety of portfolio strategies monitored by an Investment Strategy Committee and operates both custody and trading services internally.

Jason Roehr is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2014. Outside of his advisory role, he is a co-owner of L&F Group, Inc., a private entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs and access to third-party asset managers, offering a range of investment options and back-office services.

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Focus Partners, Haywood worked for Buckingham Strategic Wealth for 17 years and held roles at BAM Advisor Services, LLC and Buckingham Asset Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting 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.

Andrew Wig is a CFA® charterholder affiliated with Focus Partners Wealth, LLC with 21 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and quantitative tools within an enhanced open architecture framework.

Benjamin Hoeft is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Ameriprise and Fortune Bank. He is also employed by Wealth Concepts Inc., where he works significant hours during trading periods. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and account structures, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Charles Bright is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Outside of his advisory work, he volunteers as a trivia night announcer and serves as an Amazon Vine reviewer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Timothy Palen III is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, US Tech Solutions, Northwestern Mutual, and several other companies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies and offers access to private and registered pooled vehicles.

Christine Boyce is a financial advisor with Schwab Wealth Advisory in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Scottrade. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advisors recommend allocations and specific investments while clients retain final trading decisions.

Cheryl Frazier is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Gerard Hempstead. PNC Wealth Management provides retail brokerage and advisory services through model-based programs. Their Portfolio Solutions Strategist Digital Offering is an online, discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithm-driven risk assessment and model portfolios managed by PNC or third-party strategists.

Robert Patrick is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Benjamin F. Edwards in various capacities since 2012, with a one-year tenure at FINRA. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering services such as financial planning, investment management, and retirement consulting. The firm employs a range of discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and monitored by an Investment Strategy Committee.

Jordan Janes is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2016 and currently serves in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Morgan Golaris is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2022, he worked at KPMG from 2018 to 2022. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services for uncommon institutional clients.

Richard Bavetz Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and having 10 years of industry experience. His prior roles include positions at Global Financial Private Capital, LLC, and Gradient Advisors, LLC. Outside of his advisory work, he owns and operates Carington Financial & Insurance Services, an insurance agency focused on life insurance products, and is involved with nonprofit organizations providing financial literacy training and employee benefits education. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.