Justin Dulle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual and DoorDash. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and periodic rebalancing, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Nicole Kettenbrink is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning services and ongoing discretionary portfolio management, offering both model-based and customized investment solutions within a fiduciary framework.

Jennifer Sexton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Benjamin F. Edwards since 2011. Outside of her advisory role, she serves as an election judge for St. Clair County Elections in O'Fallon, Illinois, and is active as a seller on the social commerce platform Poshmark. 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 serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Thomas Gilliam Jr. is a CFP® professional with 26 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp for over 20 years and has been affiliated with Carillon Group Inc since 1999. He is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Andrew Mcginnis is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2013 and Agia since 2022. He serves as a board member for Connect Community Church, where he is involved in service planning and organizational direction. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

John Corn is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation and Series 66 license, and has 21 years of industry experience. He has worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Williams is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Robert Baird & Co. and JJB Hilliard, WL Lyons, LLC. 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 serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management services employing both firm-developed and third-party model strategies.

Allison Cooley is a CFP® certificant and holds a Series 65 license, with seven years of industry experience. She has worked at several firms, including The Colony Group, Buckingham Strategic Wealth, and Mana Financial Life Design. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside multiple investment strategies and affiliated service offerings.

Luke Hertzler is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has two years of industry experience, including prior roles at AssetMark and Financial Legacy Associates. In addition to his advisory work, he serves as an Operations Specialist at Hertzler Wealth Management, assisting with scheduling and client service duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm supports various plan sponsor needs, offers fiduciary consulting, and manages a broad platform of third-party investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Kyle Sitomer is a financial advisor with Moneta Group Investment Advisors, LLC and holds a Series 65 credential. He has a background that includes four years at Palmer Square Capital Management, three years at American Century Investments, and previous roles at The Redwood Group and Seaboard Corporation. Sitomer is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management as well as specialized services for clients with complex needs.

Cynthia Kirkpatrick is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2013. She is based in St. Louis, MO and holds a Series 63 license. Outside of her advisory role, she assists with accounting and tax preparation for her husband’s video production business. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and offers diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Dylan Schwartz is a CFP®-certified financial advisor at MAI Capital Management, LLC with five years of industry experience. He previously worked at Larson Financial Group and Wells Fargo Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, institutional clients, and trusts. The firm manages a range of strategies and offers services such as trust administration and insurance through its affiliates.

Ryan Ely is a CFA® charterholder with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Larson Financial Securities, LLC. Focus Partners Wealth serves a diverse client base 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 using enhanced open architecture and offers a broad range of wealth management and advisory services.

Megan Riley is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Moneta Group since 2016. Outside of her advisory role, she manages a rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Erin Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2016 and has been associated with JBL Financial Services since 2013. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program.

Peter Hudlow is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, offering both model-based and customized investment strategies. The firm combines discretionary and non-discretionary programs with ongoing due diligence and monitoring to align strategies with client objectives and risk profiles.

Joseph Riley is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Creve Coeur, MO. His prior experience includes seven years at Stern Brothers & Co. and a brief period outside the industry before joining his current firm in 2019. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines advisory services with broker-dealer functions and an in-house trading desk.

Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.

Andrew Glenn is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Moneta Group Investment Advisors, LLC since 2015, currently serving in their St. Louis, MO office. 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 utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.