Adam Link is a financial advisor at Mariner with two years of industry experience. He holds the Series 65 designation and has a background that includes roles at Missouri State University and several educational institutions. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable capabilities in integrated tax services and employer financial wellness solutions.

Mark Werner is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His career includes roles at Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment models, mutual funds, ETFs, and individual securities through multiple program platforms.

Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Moneta Group Investment Advisors and Mariner Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios across various asset classes and also provides unique tax and administrative services uncommon among large advisory enterprises.

Robert Hehmeyer is a CFP® with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. He previously worked at Moneta Group Investment Advisors, Inc. from 2019 to present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team approach, utilizing a centralized Investments Department and a multi-criteria selection process focused on asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management, financial planning, family office, and concierge services.

David Dooling is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Alton Capital Management, MSI Financial Services, and MetLife Investment Fund Services. He is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Matthew Manies is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2019. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Matthew Venezia is a CFP® and CFA® charterholder with 19 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. Prior to that, he spent 13 years at Scottrade Inc. and one year at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Carol Henrick is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2011. Outside of her advisory role, she assists her disabled sister with travel and daily activities. 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 offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Jonathan Peckron is a CFP® professional with 16 years of experience in financial advisory. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Fidelity Investments, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Katelyn Stevens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards & Co since 2015, following four years at Edward Jones. 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 wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary and third-party investment strategies.

Leanne Wilhelm is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. Before joining Mariner, she held positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, and TownePlace Suites. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and combines in-house research with third-party managers and platforms.

Dane Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. 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 employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment strategies along with specialized services for unique client needs.

Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and specialized plan services.

Danton Troyer is a CFP® with 20 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at LPL Financial, RFG Advisory, and Private Client Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

John Woodrome is a CFP® with 15 years of industry experience, currently with Mercer Global Advisors Inc. since 2026. His prior roles include positions at Vantage Point Financial, Maxele Advisors, TD Ameritrade, and MetLife Securities. Woodrome serves as a board member of Christian Brothers College High School Alumni, where he is involved in fundraising activities. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm follows a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios implemented through low-cost funds and specialized investment programs.

Lisa Bedell is a Series 65-licensed advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She has worked exclusively within the Moneta organization since 2018, following a three-year tenure at Midwest Bank Centre. 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 operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Katherine Kloster is a Certified Financial Planner (CFP®) at Moneta Group Investment Advisors, LLC with six years of industry experience. She has been with Moneta Group since 2014, serving in roles within the firm for a total of six years as of the present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings, using a partner-led team approach supported by centralized investment management and multi-criteria security selection.