Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management, utilizing both proprietary and third-party strategies across multiple asset classes.

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he serves as an alderman for the City of Fairview Heights. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios.

Paul Fagyal is a CFP® with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in St. Louis, MO. His prior roles include positions at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co Inc. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management with oversight from an internal Investment Committee and offers a range of implementation tools and services through a large advisor network.

Kevin Phillips is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has military experience through the US Air Force from 2014 to the present and has been with First Command in various roles since 2025. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Buffa is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding custody of client assets.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. 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 diversified investment strategies through discretionary and non-discretionary wrap programs and supports both employee and affiliated independent-contractor advisors.

Peter Mccarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory work, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive subdivision. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and managed strategies, including mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by a comprehensive operational platform and an Investment Strategy Committee.

Kristen Murray is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she is also a property owner involved in managing rental real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ann Mclaughlin is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2009. She has 15 years of industry experience and is based in St. Louis, MO. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing multiple strategies managed internally and by third parties, along with an operational framework that includes custody, clearance, and proprietary trading capabilities.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and portfolio management strategies, providing both discretionary and non-discretionary services through an established platform and brokerage infrastructure.

Joann Jolly is a financial advisor at &PARTNERS with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Nicholas Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards & Co since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering services such as financial planning, retirement plan consulting, and investment management. Benjamin F. Edwards employs a range of discretionary and non-discretionary wrap programs, utilizing both internal and third-party managed strategies across multiple asset classes.

Kirby Mack is a CFP® and Series 66 registered advisor with 13 years of industry experience. He has worked at Creative Planning, LLC since 2022 and previously spent eight years at Buckingham Asset Management, LLC. 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 additional portfolio management techniques and a range of retirement plan services.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life) in Saint Louis, MO, holding a Series 63 designation and over 43 years of experience in the industry. His career includes long-term roles at Marco Financial, LLC and New York Life Insurance Co. Beyond his advisory work, he serves as Chairperson of the local public TV station KETC, sings in an a cappella vocal jazz group, and holds leadership roles in nonprofit organizations promoting ballroom dancing and supporting the St. Louis Symphony. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Muckler is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including prior roles at Scottrade, Inc. and a brief period of unemployment in 2018. He also serves as co-trustee of the Michael P. Muckler Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management. The firm offers a range of strategies including mutual fund and ETF model portfolios, separately managed accounts, and customized private portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Victoria Dunlap is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has worked at Principal Financial Services since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Dunlap also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s multiple offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. 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 as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Jason Ariston is a financial advisor with Benjamin F. Edwards & Company, Inc. in Saint Louis, MO, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and by third-party managers.

Richard Stone is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies that are regularly monitored and reviewed.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. 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 offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.