Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Nancy Georgen is a ChFC®-designated financial advisor with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she also holds a Series 63 license. 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 employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Nolan Tran is a financial advisor with Focus Advisor Solutions, LLC in St. Louis, Missouri, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Busey Bank. Before entering the financial sector, he worked in several service industry roles including at Prairie INN Bar and Pizza Hut. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving over 33,000 clients through approximately 42 advisors and managing about $41 billion in regulatory assets.

Benjamin Norris is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin is based in St. Louis, MO. 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, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.

Melissa Yost is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has previously worked at Paradigm Financial Advisors, Pi Beta Phi Fraternity for Women, and Argos Family Office. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Westlund is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and HM Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jonathon Polizzi is a CFP® with two years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. His work history includes multiple roles at Moneta Group as well as positions at TD Ameritrade and Scottrade. 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 employs a partner-led team approach with a centralized investments department and uses an open-architecture, multi-criteria selection process for asset allocation and manager due diligence.

David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Patrick Rowland is a CFP® with 21 years of industry experience, currently serving at &PARTNERS since 2026. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2026. Outside of his advisory work, he co-owns and manages multiple agricultural and cattle operations, and is involved with a honey and bourbon distilling business. He also coaches golf at the Morgan County R-1 School in Stover, Missouri. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a mix of investment advisory and brokerage services, utilizing a variety of proprietary and third-party investment strategies, and operates as both a registered investment advisor and broker-dealer.

Lionell Stovall Jr. is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Service LLC and Amazon LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Devin Fraley is a Series 65-licensed financial advisor with eight years of industry experience, currently with MAI Capital Management, LLC since 2020. He previously worked at Greenway Family Office from 2015 to 2020. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Andrew Briggs is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC in St. Louis, MO. His prior experience includes roles at Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. He is also a Development Board Member for St. Louis Children's Hospital. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a combination of discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Peter Mitrano is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2012. 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 investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of financial and fiduciary services.

Kerry Rogers is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at PlanMember Securities Corporation, Clark Financial, and Cutter & Company, Inc. Rogers also engages in the sale of outside fixed insurance products, including life, long-term care, disability, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, utilizing both adviser and promoter arrangements.

Cole Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Hussmann Corporation for six years and attended Missouri State University. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and service providers.

Eric Beeler is a CFP® with eight years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His career includes prior roles at Stifel Nicolaus & Co Inc, CWM, LLC, and Albritton Financial Services. Integrated Wealth Concepts LLC serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term approach with customized portfolios that integrate mutual funds, ETFs, equities, and fixed income.

Mark Kosir is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes positions at Millennium Financial Group and Ernst & Young LLC. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base that includes individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary services with ongoing due diligence and portfolio monitoring.

Alexander Faught is a CFP®, CFA®, and Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Moneta Group Investment Advisors in various capacities since 2019, following six years at Edward Jones. He is based in St. Louis, MO. 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 employs a partner-led team structure with a centralized investment department and emphasizes asset allocation, manager due diligence, and the use of sub-advisers within an open-architecture platform.