Phillip Crawford is a CFP® professional with six 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, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Kathleen Marsden is a CFP® professional with 12 years of industry experience. She currently works at The Colony Group, LLC and previously spent 10 years at Buckingham Strategic Wealth, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC 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.

Nicholas Pavlishin is a CERTIFIED FINANCIAL PLANNER™ professional with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior roles include positions at Merrill Lynch and Sincere Financial. 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 structure with a focus on asset allocation and manager due diligence, alongside specialized services for clients with complex needs.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Austin Schettler is a CFP®-designated financial advisor with five years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. He has previously worked at The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, Krilogy Financial, and spent four years at Mizzou. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. 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 under an enhanced open architecture framework.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jonathan Abner is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He has worked at Buckingham Asset Management since 2007 and joined The Colony Group, LLC in 2024. Outside of his advisory role, Mr. Abner is president and partner of a family-owned snack foods business, Abner Snack Foods, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Eric Jessen is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including his current role at Stifel Trust Company, N.A. since 2021 and prior work at PNC Financial Corp. from 2018 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, 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 within an enhanced open architecture framework.

Austin Vuichard is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, Buckingham Strategic Wealth, DiSys, and Wells Fargo Clearing Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing comprehensive wealth management 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.

Gene Diederich is a CFP® with 28 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2009. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of Aligned Equity Group, a private partnership focused on senior living facilities, and is a board member of Global Prairie Marketing, LLC, a marketing and public relations firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team model supported by centralized investment research and provides diversified, multi-asset allocation strategies along with specialized services including trustee offerings and planning for professional athletes.

Tyler Hunter is a Certified Financial Planner® with nine years of industry experience. He is currently with The Colony Group, LLC and was previously with Buckingham Strategic Wealth, LLC for ten years. Hunter holds a Series 65 registration and is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michelle Beattie is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with Moneta Group since 2015. Moneta Group serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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 offers diversified, multi-asset allocations alongside specialized services such as planning for professional and developing athletes.

Bradlee Jacobs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC in various capacities since 2011. The firm serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes and trustee services through an affiliated chartered trust company.

Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement consulting, and investment management, utilizing both proprietary and third-party investment strategies.

Steven Bione is a CFP® professional with 24 years of experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, which manages commercial rental properties. 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 wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select from approved third-party managers.

Brian Hires is a CFP® professional with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2021. He previously worked at Edward Jones for 16 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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 emphasizes diversified, multi-asset allocations and ongoing monitoring.

Megan Rapplean is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Moneta Group Investment Advisors, LLC and has previously worked at Correct Capital Wealth Management and Wells Fargo Advisors. Megan also holds a role as an insurance agent serving clients of Correct Capital with insurance needs. 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’s investment approach involves a partner-led team, centralized investment oversight, and an open-architecture selection process that includes manager due diligence and proprietary multi-strategy funds.