Jackson Lessmann is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 65 and Series 63 credentials with two years of industry experience. His prior roles include positions at various First Command entities and Advisor Seekers, as well as teaching roles at the University of South Alabama and Enterprise State Community College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Daniel Stockenberg is a financial advisor at Moneta Group Investment Advisors, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and providing a range of services from portfolio management to family office support.

Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advisory work, Bitz serves as a volleyball coach for the Rockwood School District and also works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and retirement plan consulting with investment strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.

Ashley Brooks is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Brooks has experience that includes both advisory and financial services roles spanning several firms in the St. Louis area. 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 that combines fundamental and quantitative analysis with access to third-party managers and alternative investment strategies.

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 since 2026. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Moneta Group Investment Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with an emphasis on integrated tax and accounting services uncommon among large advisory firms.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Before entering the financial industry, he worked at Waterway Carwash and studied at the University of Kansas. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and offers a broad range of fiduciary, financial counseling, and family office services.

Brenda Obrien is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 registrations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with client objectives documented in investment policy statements and accounts reviewed periodically.

Cameron Brandstadt is a financial advisor at Benjamin F. Edwards & Company, Inc. with the Series 66 designation and no prior industry experience. His background includes roles at Cascade Hills Country Club and Riverfront Investment Group, as well as work during his time at Indiana University–Bloomington. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through a range of fee-based wrap programs, financial planning, and investment management services. The firm employs a variety of portfolio strategies monitored by an Investment Strategy Committee and operates both custody and trading services internally.

Jason Roehr is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Commonwealth since 2014. Outside of advisory work, he is co-owner of L&F Group, Inc., a private entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures, supporting advisors who manage client portfolios using a broad selection of securities and insurance products.

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 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Buckingham Strategic Wealth and BAM Advisor Services. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Andrew Wig is a CFA® charterholder with 21 years of industry experience. He has worked at The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized investment offerings.

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) and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Outside of his advisory work, he volunteers as a trivia night announcer 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 tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Timothy Palen III is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, US Tech Solutions, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers.

Christine Boyce is a financial advisor with Schwab Wealth Advisory in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Scottrade. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advisors recommend allocations and specific investments while clients retain final trading decisions.

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 at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Benjamin F. Edwards in various capacities since 2012, with a one-year tenure at FINRA. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering services such as financial planning, investment management, and retirement consulting. The firm employs a range of discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and monitored by an Investment Strategy Committee.