Perry Stubbs II is a financial advisor at &PARTNERS with 13 years of industry experience. He holds the Series 66 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies supported by the Envestnet platform and NFS clearing arrangements.

Robert Markham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Private Advisor Group, he worked at JBL Financial Services Inc and LPL Financial since 2022 and was previously employed at Aldi's and worked as an independent contractor and personal trainer. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting while utilizing a range of investment approaches and third-party asset management programs.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Voya Financial Advisors in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He is also an independent insurance agent involved in the sale of fixed and life insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, often delivering advice on a non-discretionary basis.

Christopher Ross is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. &PARTNERS serves a diverse client base, including individual, institutional, retirement, charitable, and sovereign wealth fund clients. The firm offers both advisory and brokerage services, utilizing the Envestnet platform alongside proprietary and third-party investment strategies.

Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, CIBC Private Wealth Management, and United States Transportation Command. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach through enhanced open architecture and offers a variety of wealth management, fiduciary, and advisory services supported by an extensive network of affiliated service companies and product relationships.

Raymond Faupel is a financial advisor at Oppenheimer with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Benjamin Gross is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, BAM Advisor Services, LLC, and State Farm Insurance. He also has a background connected to the University of Missouri - Columbia. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach across a diverse range of strategies and offers a broad menu of financial services including portfolio management, family office services, and fiduciary consulting.

Daniel Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. Prior to joining Benjamin F. Edwards, Murphy worked at Charles Schwab & Co., Inc. and TD Ameritrade Inc. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, including high-net-worth investors, retirement plans, and trusts. The firm offers a range of investment strategies and maintains an in-house trading desk, combining brokerage and advisory services.

Teresa Hayes is a CFP® with 22 years of industry experience and is currently with Mariner Wealth Advisors. Her prior roles include positions at U.S. Bancorp Investments, Charles Schwab, and Fidelity Investments. She is a board member of the Special Education Foundation and part owner of a milkshake factory franchise in St. Louis. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and corporations, offering investment management, financial planning, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes, while also providing integrated tax and accounting services alongside financial wellness tools.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Matthew Short is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with affiliated companies including United Financial Services and the Transamerica Agency Network, focusing on life insurance and conservative investment solutions. Prior to joining Transamerica, he was with American United Life Insurance Co for a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Logan Reno is a CFP® with five years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.

Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

John Bradley is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 65 designation and previously operated 59YEAH LLC for eight years. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers and provides various portfolio management and consulting services.

Susan Frigerio is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Benjamin F. Edwards since 2014. Based in St. Louis, MO, she works within a firm that serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. 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 offers a range of advisory programs and consulting services, utilizing a combination of firm-developed and third-party model strategies with ongoing oversight and monitoring.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &PARTNERS in Saint Louis, MO. He has worked at Wells Fargo Clearing Services LLC for nine years and previously spent two years at Commerce Bank. &PARTNERS serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services through dual registration, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Ryan Price is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Modern Wealth Solutions, Eagle Strategies (NY Life), and Ferguson Financial Group LLC. Outside of his advisory role, Price owns and operates a life insurance brokerage, Continuity Planning Group, where he provides comprehensive financial planning including insurance and investment products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily on a non-discretionary basis. The firm’s approach includes asset allocation, diversification, and fundamental and technical analysis, with an emphasis on client-directed implementation and oversight.

Brannon Champagne is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. Prior to joining Moneta, he worked at Executive Partners, LLC and PricewaterhouseCoopers, LLP. 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 operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.