Nicholas Nellesen is a financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO. He holds the Series 63 and Series 65 designations and has two years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including 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 in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Ingrid Lee is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with Moneta Group Investment Advisors, LLC since 2009, currently based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Teams model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Donald Kukla is a CFP® and PFS™ with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory role, he is the managing member of Maria Squared Aviation, LLC, a company that owns and leases aircraft to LLC members. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients with portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Connor Dunlop is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mariner and has prior experience at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory work, he serves as an assistant coach for the St. Louis Blues AAA youth hockey team. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative CFO services.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, Cadaret Grant & Co., and Stifel Nicolaus. Based in St. Louis, MO, he has held roles primarily focused on wealth advisory and financial services. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program as well as certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab's asset-allocation models and research tools to guide investment selection and offers at-least-annual portfolio reviews tailored to clients' goals and risk tolerance.

David Wibbenmeyer is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Premier Financial Partners, LLC and Royal Alliance. In addition to his advisory work, he provides traditional insurance products including life, health, and disability insurance through a sole proprietorship. Independent Financial Group serves a broad client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering a range of financial planning and portfolio management services using both firm models and third-party asset managers.

Derek Wagner is a CFP® with 11 years of industry experience, currently an advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Edward Jones, 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 centralized investment oversight and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Premier Financial Partners, UBS Financial Services Inc., Riverland Wealth Management, and service in the United States Air Force both active duty and reserves. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and manager selection across passive and active exposures, delivering tailored client strategies through its proprietary and third-party platforms.

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles within the Ameritas family of companies since 2022. Prior to his financial services career, he spent nine years in full-time education. 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 utilizes a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms while leveraging third-party technology and managers.

Gregory Haueisen is a CFP® professional with two years of industry experience, currently advising at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Berger, Cohen & Brandt, Beckemeier LeMoine, Lewis, Brisbois, Bisgaard & Smith, Herzog Crebs, and Evans & Dixon. 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 and a multi-criteria investment selection process, with additional offerings including proprietary multi-strategy funds and specialized services for clients with complex needs.

Patrick Strollo is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with Eagle Strategies since 2021, alongside longstanding roles at New York Life Insurance Company and Nylife Securities LLC dating back over three decades. He also operates Strollo & Associates, a separate business focused on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Diane Compardo is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she holds Series 63 and Series 65 licenses. 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 operates with partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Seyda Holekamp is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Lindsay Taylor is a CFP® with 11 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She has been with Moneta Group in various roles since 2014. Outside of her advisory work, she manages a rental property in Huntington, WV. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.