David Castle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC, First Clearing, LLC, 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Jason Hartman is a financial advisor at &Partners with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Ampersand Partners prior to joining &Partners. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a mix of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.

Courtney Kalist is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis with a variety of proprietary and third-party strategies.

Richard Steinbach is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1990. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting tailored to client objectives.

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.

Terra Gordon is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services. Outside of advising, she works as an independent contractor for Instacart, providing grocery shopping services. 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 programs and investment management solutions that combine proprietary strategies with third-party models, supported by in-house equity and fixed-income research and an internal trading desk.

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.

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He is based in St. Louis, MO. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion of assets through a team of about 42 advisors.

Kirk Pacatte is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. His prior experience includes roles at Wells Fargo Clearing, Kestra Investment Services, Spectrum Financial, OSAIC, and M Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through a network of over 500 advisors. The firm provides a range of services including managed solutions, financial planning, retirement consulting, brokerage, insurance products, and certain M&A advisory services.

Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has previously worked at The Colony Group, LLC, Scottrade, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Eloise Schlafly is a CFP® professional with nine years of experience in financial advising at Moneta Group Investment Advisors, LLC, where she has worked since 2012. She is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients with services including portfolio management, financial planning, family office support, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with niche services such as planning for professional and developing athletes.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. 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 a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

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.

Jacob Masterson is a CFA® charterholder and Series 65 licensee based in St. Louis, MO, with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following a seven-year tenure at Buckingham Asset Management, LLC. Prior to his professional career, he was a student from 2009 to 2017. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, quantitative analysis, and specialized portfolio tools within an enhanced open architecture framework.

Lauren Hunt is a CFP® at Moneta Group Investment Advisors, LLC with nine years of industry experience. She has been with Moneta Group in various capacities since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Andrey Rudomiotov is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, Buckingham Strategic Partners, LLC, renaissance financial, and Securian Financial Services Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

James Johnson III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC and Stifel. Johnson is involved in several community and nonprofit organizations in St. Louis, including serving on the boards of the Donald Danforth Plant Science Center and the St. Louis Children's Hospital Foundation. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including managed solutions, financial planning, investment management, and brokerage services that integrate proprietary strategies and third-party model providers.

Stephen Heil is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Oppenheimer since 2021, with prior roles at Morgan Stanley, Morgan Stanley Private Bank, LPL Financial, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and UBS Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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.