Daniel Westlund is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and HM Capital Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jonathon Polizzi is a CFP® with two years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. His work history includes multiple roles at Moneta Group as well as positions at TD Ameritrade and Scottrade. 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 approach with a centralized investments department and uses an open-architecture, multi-criteria selection process for asset allocation and manager due diligence.

David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Patrick Rowland is a CFP® with 21 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2016 and 2026. Outside of his advisory role, Rowland is involved in agricultural operations, including managing poultry and cattle farms, and he coaches golf at Morgan County R-1 School in Stover, Missouri. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering services such as investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative strategies through both discretionary and non-discretionary management on the Envestnet platform.

Devin Fraley is a Series 65-licensed financial advisor with eight years of industry experience, currently with MAI Capital Management, LLC since 2020. He previously worked at Greenway Family Office from 2015 to 2020. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Andrew Briggs is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC in St. Louis, MO. His prior experience includes roles at Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. He is also a Development Board Member for St. Louis Children's Hospital. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a combination of discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Peter Mitrano is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with 20 years of industry experience. He holds the CFP® and CFA® designations and has worked at The Colony Group, LLC for 14 years and Mintz Levin Financial Advisors LLC for six years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a 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.

Kerry Rogers is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at PlanMember Securities Corporation, Clark Financial, and Cutter & Company, Inc. Rogers also engages in the sale of outside fixed insurance products, including life, long-term care, disability, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, utilizing both adviser and promoter arrangements.

Cole Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Hussmann Corporation for six years and attended Missouri State University. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and service providers.

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. in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Millennium Financial Group and Ernst & Young LLC. 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 services including financial planning, investment management, retirement plan consulting, and M&A advisory, utilizing both proprietary and third-party strategies.

Alexander Faught is a CFP®, CFA®, and Series 66 certified financial advisor with 12 years of industry experience. He has worked at Moneta Group Investment Advisors, Inc. from 2019 to 2023, and continues with Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he spent six years at Edward Jones. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and concierge services. The firm employs a Partner-led team structure and an open-architecture, multi-criteria investment selection process that includes ongoing due diligence and proprietary multi-strategy funds.

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 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.