Gaines Smith is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He has held roles at Kovack Securities Inc., Resource Horizons Investment Advisory, Inc., and previously operated Gaines Financial Services, Inc. Outside of advising, he is president of Smith & Sons Firearms, a firearms and sporting goods retail business. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm offers portfolio management, financial planning, and access to sub-advisory programs, utilizing an Envestnet-supported workflow and both internal and third-party investment models.

Mary Castellano is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO. She holds a Series 65 designation and has nine years of industry experience, all with RubinBrown Advisors. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses model portfolios of mutual funds and ETFs with a mix of discretionary and predominantly non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning process.

Nicholas Luchtefeld is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 66 and Series 65 credentials and 20 years of industry experience. He has been with UMB Financial Services since 2010 and concurrently works with UMB Bank since 2009. Outside of his advisory role, he serves as a professor at the Graduate School of Business. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Jason Schuhmacher is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked with Larson Financial Group and Larson Financial Securities since 2021. Outside of financial advising, he works part-time as a real estate agent assisting clients in buying and selling homes. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including brokerage, commercial real estate, and private equity.

Ethan Singer is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

James Cornfeld is a CFP® professional with 20 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Tiffany Whitney is a Series 65 licensed financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Her prior roles include positions at Plancorp LLC, PNC Bank, and Drury Hotels. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Garrett Reeg is a Certified Financial Planner® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with unique institutional and niche client services.

Alison Lynch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, 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 through an enhanced open architecture framework.

William Thum is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Asset Management from 2011 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and uses fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Logan Ballard is a financial advisor at Focus Partners Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for The Colony Group, LLC from 2000 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analysis to construct tax- and fee-sensitive portfolios.

Kelly Hokanson is a CFP® with 25 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, The Planned Approach, Inc., and Sunset Financial Services, Inc. Outside of her advisory work, she holds membership roles in several entities unrelated to investment management. Focus Partners Wealth, LLC serves individuals, families, family offices, 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 within an enhanced open architecture framework.

Erica Bouchard is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She previously worked for Buckingham Strategic Wealth, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jackson Tucker is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and the Iowa State University Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating multiple analytical tools and legacy strategies.

Matthew Luzecky is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Hill Investment Group Partners, LLC and the Federal Reserve Bank of St. Louis. 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 employs a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach and an open-architecture investment process emphasizing asset allocation and manager due diligence.