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.

Philip Blaxton is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Based in St. Louis, MO, he joined Oppenheimer in 2025. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services, employing strategic asset allocation and various investment vehicles tailored to client objectives.

Alison Lynch is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clarity Financial Planners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Thum is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Buckingham Asset Management since 2011 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Logan Ballard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and affiliated service companies.

Jana Gregorek is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Visionary Wealth Advisors and Edward Jones. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Colony Group, LLC since 2000. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and family office services.

Martha Guyer is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC in St. Louis, MO. Her prior roles include positions at Raymond James Financial Services, Inc. and Royal Alliance. In addition to her advisory work, she markets and sells Medicare Supplement Insurance Policies as an independently contracted agent with United Healthcare and Aetna. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering various portfolio management options and financial planning services.

Kelly Hokanson is a CFP® with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and The Planned Approach, Inc. She is a member of Stellys Inc., a non-investment related business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Erica Bouchard is a CFP® and holds a Series 65 license with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Jackson Tucker is a financial advisor at Focus Partners Wealth, LLC with the Series 65 designation and two years of industry experience. He previously worked at Mariner Wealth Advisors and has held roles outside the financial sector, including positions at Iowa State University Foundation, Hennis Roofing Company, Home Depot, and Walmart. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers investment management, financial counseling, and a variety of wealth services, employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a wide network of affiliated service companies and product relationships.

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.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Christopher Foster is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Finra, U.S. Bancorp Investments, and Scottrade. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and portfolios reviewed periodically by an Investment Strategy Committee.

Neal Furlong is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including LPL Financial and V Wealth Management. He serves as a board member of the Ladue Education Foundation, where he participates in grant voting and organizing the Alumni Committee golf tournament. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. 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 uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Michael Wright is a CFP® with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC in St. Louis, MO. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Patrick Howley III is a CFP® with 42 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2015. He is also co-owner and inventor at PatTom Ventures LLC, a non-investment related business focused on product development. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services unique for a firm of its size.