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 at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Millennium Financial Group and Ernst & Young LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing both internally managed and third-party strategies across various asset classes.

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.

Linda Pietroburgo is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. 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 uses partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Mary Leach is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Moneta Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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.

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 at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. She has worked at Benjamin F. Edwards & Co 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 that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through consolidated wrap programs featuring both discretionary and non-discretionary strategies managed internally and by third parties.

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 at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ and Series 66 designations. His previous roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Buckingham Asset Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that combines active and passive strategies, third-party managers, and private funds.

James Williams is a financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He has held prior roles at Robert Baird & Co. and JJB Hilliard, WL Lyons, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of services including fee-based wrap programs, financial planning, and investment management consulting, utilizing a combination of proprietary, advisor-managed, and third-party strategies.

Allison Cooley is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Mana Financial Life Design, Legacy Financial Strategies, Reed Financial Services, and Powercat Financial. Allison is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 and holds the Series 66 license, with nine years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to this, he was with Buckingham Strategic Wealth, LLC for six years and Larson Financial Securities, LLC for three years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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 within an enhanced open architecture framework.

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 having 12 years of industry experience. She has been with Private Advisor Group since 2016 and also has affiliations with LPL Financial and JBL Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that leverages various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.