Buckingham Asset Management, LLC

Eliot Simon - UBS Financial Services Inc. is a reputable wealth management firm located in Clayton, MO. Led by Eliot Simon, a Managing Director of Wealth Management, the team provides expert advice and strategies to help clients shape their financial legacies. With a focus on preserving estates for future generations and contributing to philanthropic causes, they assist clients in clarifying their goals and making informed choices to achieve their desired outcomes. Recognized for their excellence, Eliot Simon - UBS Financial Services Inc. has been named one of Forbes' Best-in-State Wealth Management Teams in 2023 and 2024. Their commitment to delivering high-quality investment advice is evident in their long-standing history of guiding clients through various financial challenges and market opportunities. With a global footprint and a strong presence in the wealth management industry, Eliot Simon - UBS Financial Services Inc. is a trusted partner for individuals seeking to build and protect their wealth.Generated from the website

Established in 1890, Stifel, Nicolaus & Company is a full-service regional brokerage and investment banking firm that serves individual investors, professional money managers, businesses and municipalities. The firm specializes in investment banking, trading, investment advisory, securities brokerage and related financial services. It also provides technical assistance to clients in areas of life, disability and long-term care insurance, as well as tax-deferred annuities. Stifel, Nicolaus & Company, a subsidiary of Stifel Financial Corporation, offers assistance with the selection of appropriate investment managers and generates quarterly monitoring and performance reports. The company s wholly owned subsidiaries include Stifel Nicolaus and Butler Wick & Company. Its Stifel Prestige accounts feature an awards program concierge service.

Zemenick & Walker Inc. is a fiduciary investment management firm based in Saint Louis, Missouri, dedicated to prioritizing the best interests of their clients. With a fee-only model, they manage over $2.43 billion in assets without selling products or collecting commissions, ensuring transparency and integrity in their services. Specializing in high net worth families and individuals, Zemenick & Walker serves clients in 30 states across the country. Their non-discretionary approach empowers clients by ensuring that all investment decisions are made with their approval, allowing them to maintain control over their assets at all times. Generated from the website