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 eight 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, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that balances tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies alongside various specialized offerings.

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.

Daniel Hepp is a financial advisor with TIAA-CREF in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining TIAA-CREF, he worked at UMB Bank, N.A. for nine years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Brendan Norwine is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Stifel Financial Corp., and Stifel Bank & Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving more than 33,000 clients.

Brian Cheah is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Securities, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a range of strategies across public equities, fixed income, alternatives, and options-based overlays.

Emma Von Weise is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC, Stepp & Rothwell, Twin Financial - Mass Mutual, and BMO Harris Bank. Outside of her advisory role, she provides pro bono financial coaching to individuals and young people. Focus Partners Wealth, LLC offers 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 within an enhanced open architecture framework that includes active and passive strategies, private funds, and mutual funds.

Jarid King is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with &PARTNERS, where he has worked since 2025. His prior experience includes seven years at Wells Fargo Clearing Services LLC and earlier roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. &PARTNERS is an enterprise firm serving a diverse client base, including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

Patricia Lampe is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 65 designation and has been with TIAA and its affiliates since 1999. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group using affiliated funds.

John Horseman is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked previously at LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as President of the Board of Commissioners for the St. Louis Art Museum and as a trustee for the Phoenix Art Museum. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches, integrating technology to manage held-away retirement accounts.