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 (NY Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, New York Life Insurance Company, Beltone Alliance, and prior experience in real estate with RE/MAX Results Realty, Payne Family Homes, and Fulford Homes. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring its advice to client objectives and plan sponsor criteria, with a majority of its assets managed on a non-discretionary basis.

Daniel Barone is a financial advisor at Citigroup Global Markets with a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Wells Fargo Clearing Services LLC, DiSys, Allen Lunc Co, and Westminster College. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Deborah Beasley is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following prior roles at TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Based in St. Louis, MO, she provides investment advice and wealth management consultations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management. The firm uses asset-allocation models and internal research tools to guide investment selection, with client authorization required for trade execution.

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 Wells Fargo and Wells Fargo Clearing prior to joining TIAA in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Travis Huber is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. His career includes nine years at Wells Fargo Clearing and six years at STIFEL before joining his current firm in 2025. Based in St. Louis, MO, he serves a diverse client base through a well-established enterprise firm. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors. The firm provides services to individuals, high-net-worth clients, institutions, and corporate clients, offering a range of advisory programs, financial planning, and investment management solutions that include proprietary strategies and third-party model portfolios.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has been associated with Millennium Financial Group since 1997. He also serves as a trustee for two lifetime trusts. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and selected M&A advisory services.

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.

Kenny Parker Jr. is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts since 1998 and with Money Concepts Capital Corp since 2000. Outside of advisory work, he serves as an officer for Wealth Concepts, Corp., an independent insurance agency, and is a vice president of regional training. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers.

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.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Drennan Bailey is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2022. Prior to joining Moneta, he was employed at Bunge Limited and Deloitte & Touche. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Patrick Payton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and US Bank. Outside of finance, he works as a delivery driver for DoorDash in Chesterfield, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Gary Ford is a CFA® charterholder with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and First Bank, having previously worked at Principal Securities Inc, Principal Life Insurance Co, Stifel, and his own advisory firm, G.H Ford Investment Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA plans, trusts, estates, and corporations. The firm delegates investment management to its representatives while providing oversight and offers customized advisory services along with access to alternative investments and lending solutions.

Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp LLC. 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 a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior experience includes roles at Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory 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.

Rebecca Winkler is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC and GreenCourse Financial Advisors, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Axayacatl Guerra Mojarro is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Saxony Securities Inc. He is also a Twitch streamer who plays video games and discusses recent game updates. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a broad network of advisors. The firm offers a range of advisory, brokerage, and consulting services with proprietary and third-party investment strategies, supported by an internal trading desk and custody services.

Matthew Fisher is a CFP® certificant with 21 years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2015, following roles at Moneta Group Investment Advisors, Stone Carlie Wealth Advisors, and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, committee-approved portfolios with a wide range of strategies and offers integrated tax services and family office capabilities uncommon for a firm of its size.