Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Matthew Erker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2012. 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 supported by a centralized Investments Department and utilizes a multi-criteria selection process with ongoing due diligence, managing proprietary multi-strategy vehicles and specialized services for clients with complex needs.

Elliot Dole is a CFP® professional with 16 years of experience in financial advisory services. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth 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 under an enhanced open architecture framework.

Richard Stocke Jr. is a financial advisor at Oppenheimer with 29 years of industry experience. He has held his current position since 2003 and previously worked at CIBC World Markets Corp. for one year. He serves as trustee for several family trusts, including one established under his parents' estate and the Stocke Family Revocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.

John Eric Hoemeyer is a CFP® with 37 years of industry experience, currently with Independent Financial Group, LLC. His prior experience includes roles at Royal Alliance Associates, Premier Financial Partners, LPL Financial, and WS Griffith Securities. He serves as a board member for the not-for-profit New Haven Care Center. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment strategies.

Joseph Frontczak is a CFP® and CFA® with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stifel. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework. The firm offers a broad range of services including financial and tax planning, retirement plan consulting, and access to private funds.

Jerrod Anderson is a CFP® and CFA® professional with eight years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2023. Prior to this, he spent five years at Edward Jones and also held positions at Washington University. Outside of his advisory role, he is the owner and manager of First Cast Holdings LLC, an LLC involved in passive real estate investment. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and foundations. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and a multi-criteria selection process.

Kara Harmon is a CFP® professional with 21 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2005, currently serving as an advisor in their St. Louis, MO office. 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 Partner-led Teams 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.

Maryann Vognild is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Moran is a CFP® with 16 years of industry experience and currently serves as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Aaron Ziska is a financial advisor at MAI Capital Management, LLC in St. Louis, MO, holding CFP®, CFA®, and Series 65 credentials with 11 years of industry experience. He previously worked at Greenway Family Office from 2014 to 2020 before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages diverse investment strategies and offers solutions including trust administration and insurance services, with $72.3 billion in assets under management as of May 31, 2026.

Darren Washington is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Principal Financial Services, Eagle Strategies LLC, and New York Life. Outside of his advisory role, he serves as a board member for Washington Metropolitan, Inc., an organization focused on affordable housing in St. Louis, and participates on finance committees for Rosati-Kain Academy and The Wilson School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

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.

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Edward Walter is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has prior experience at Knights of Columbus Asset Advisors, U.S. Bank, and 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 advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

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.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Wells Fargo Clearing. Outside of his advisory work, Mackie serves as Treasurer on the board of the John W. Barriger III National Railroad Library, a significant railroad history collection. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage portfolios using various strategies and platforms, offering both discretionary and non-discretionary account management.

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.