Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience and holds a Series 66 designation. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors and STIFEL. Outside of advising, Bitz coaches volleyball for the Rockwood School District and works as a server at Syberg's Eating & Drinking Company. 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 offers a range of advisory programs, financial planning, investment management, brokerage services, and insurance products, employing both proprietary strategies and third-party model 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. His prior experience includes roles at UBS Financial Services, JPMorgan Securities, JPMorgan Chase Bank, and Moneta Group Investment Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and access to third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

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. in St. Louis, MO. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2024, with prior experience at Cascade Hills Country Club and Riverfront Investment Group. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

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.

Lawrence Kigin is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at several firms including E*TRADE Securities, Edward Jones, TD Ameritrade, and Weiss Insurance Agency. He serves as an agent of record for personal and long-term care insurance policies in a non-active capacity. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and specialized market roles.

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 with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC from 2005 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies using both fundamental and quantitative analysis 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) based in Creve Coeur, MO. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, he volunteers as a trivia night announcer several times a year 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 tailored advice, managing the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Timothy Palen III is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services, US Tech Solutions, UPS, Delivery.com, Northwestern Mutual, and Southern Illinois University Edwardsville. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory 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.

Christine Boyce is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, Scottrade, and Edward Jones. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance. The firm manages significant assets within a large-scale platform that includes formally structured compliance and affiliated managed account strategies.

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 with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Finra and Equitable Advisors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

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.