Jennifer Sexton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked at Benjamin F. Edwards since 2011 and was previously with Wells Fargo Clearing from 2008 to 2011. Outside of advising, she serves as an election judge in St. Clair County, Illinois, and is active as a seller on an online social commerce platform. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of managed solutions, financial planning, consulting, brokerage services, and insurance products, utilizing both proprietary and third-party strategies.

Thomas Gilliam Jr. is a CFP® professional with 27 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has been associated with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and with Carillon Group Inc since 1999. In addition to his advisory role, he is a licensed independent insurance agent authorized to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio strategies and third-party platforms while maintaining a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

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™ designation and Series 66 license. His prior experience includes roles at The Colony Group, Bam Management, Buckingham Strategic Wealth, and Buckingham Asset Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with 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.

James Williams is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 63 designation and 40 years of industry experience. His career includes tenure at firms such as Robert Baird & Co., JJB Hilliard, WL Lyons, LLC, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party model providers.

Allison Cooley is a CFP® professional with seven years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Mana Financial Life Design, Legacy Financial Strategies, Reed Financial Services, and Powercat Financial. She holds a Series 65 license and is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates 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.

Peter Hudlow is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, including discretionary and non-discretionary managed solutions using proprietary strategies and third-party model providers.

Joseph Riley is a CFA® charterholder with 19 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2019 and previously worked at Stern Brothers & Co. from 2011 to 2018. He is based in Creve Coeur, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

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 Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Securities, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive 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.