Robert Mitchell is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for Buckingham Strategic Wealth, LLC from 2014 to 2024. Focus Partners Wealth, LLC 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 within an enhanced open architecture framework.

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves 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.

Nancy Georgen is a ChFC®-designated financial advisor with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she also holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Nolan Tran is a financial advisor with Focus Advisor Solutions, LLC in St. Louis, Missouri, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Busey Bank. Before entering the financial sector, he worked in several service industry roles including at Prairie INN Bar and Pizza Hut. 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 and discretionary fixed-income management, serving over 33,000 clients through approximately 42 advisors and managing about $41 billion in regulatory assets.

Benjamin Norris is a CFA® charterholder with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he was associated with Wells Fargo Clearing Services and J.A. Glynn and Co. 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. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing both proprietary strategies and third-party models.

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.

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.

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.

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.

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.

Deborah Sante is a financial advisor with \u0026Partners, holding CFP®, Series 65, and Series 63 designations and 13 years of industry experience. She has previously worked at Benjamin F Edwards & Co for 11 years, as well as at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a variety of analytical approaches and investment solutions, including third-party managers, and operates as both a registered investment adviser and broker-dealer.

John Corn is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at The Colony Group, Bam Management, Buckingham Strategic Wealth, and Buckingham Asset Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with 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.

Allison Cooley is a CFP® professional with seven years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Mana Financial Life Design, Legacy Financial Strategies, Reed Financial Services, and Powercat Financial. She holds a Series 65 license and is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, 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.

Kyle Sitomer is a financial advisor with Moneta Group Investment Advisors, LLC and holds a Series 65 credential. He has a background that includes four years at Palmer Square Capital Management, three years at American Century Investments, and previous roles at The Redwood Group and Seaboard Corporation. Sitomer is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management as well as specialized services for clients with complex needs.

Cynthia Kirkpatrick is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2013. She is based in St. Louis, MO and holds a Series 63 license. Outside of her advisory role, she assists with accounting and tax preparation for her husband’s video production business. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and offers diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Ryan Ely is a CFA® charterholder and holds the Series 66 license, with nine years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to this, he was with Buckingham Strategic Wealth, LLC for six years and Larson Financial Securities, LLC for three years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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.

Megan Riley is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Moneta Group since 2016. Outside of her advisory role, she manages a rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Peter Hudlow is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Stifel Bank & Trust, Wells Fargo Clearing Services, DiSys, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of advisory, planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies along with in-house equity and fixed-income portfolios.

Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.

Andrew Glenn is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Moneta Group Investment Advisors, LLC since 2015, currently serving in their St. Louis, MO office. 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 utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.