Charles Moran is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and various alternative strategies.

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.

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-registered advisor with Focus Advisor Solutions, LLC in St. Louis, MO, and has one year of industry experience. He has worked at Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and also provides discretionary fixed-income management and retirement plan fiduciary services.

Edward Walter is a CFP® with 27 years of industry experience currently advising at Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards in 2022, he worked at U.S. Bank and U.S. Bancorp Investments from 2014 to 2021 and held positions at Knights of Columbus Asset Advisors and Knights of Columbus Insurance in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, investment management consulting, and retirement plan services, utilizing a range of investment strategies managed internally and with third-party managers.

Kathleen Marsden is a CFP® professional with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC during her career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, 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 specialized services such as financial counseling, fiduciary consulting, and tax compliance.

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.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Renaissance Financial Corp and CETERA Advisor Networks LLC. His prior roles also include positions at Minnesota Life Insurance Company and Securian Financial Services. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Jack Cantalin is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Austin Schettler is a CFP® professional with four years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, and Krilogy Financial. His background also includes four years at the University of Missouri. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers, while offering a broad platform of wealth services and affiliated product relationships.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. 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 emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Grant Koentz is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies and provides both discretionary and non-discretionary portfolio management.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. 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 a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Matthew Midgett is a Series 66 licensed financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he held positions at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm provides a range of investment management and financial planning services through discretionary and non-discretionary wrap programs using strategies managed internally and by third-party managers.

Jonathan Abner is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Outside of his advisory role, he serves as president and partner of Abner Snack Foods, Inc., a family-owned business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Eric Jessen is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including roles at Stifel Trust Company, N.A. and PNC Financial Corp. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers integrated wealth services across a broad advisory platform.

Austin Vuichard is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, DiSys, Wells Fargo Clearing Services, and Wells Fargo Bank. 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 emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, private funds, and mutual funds.

Gene Diederich is a CFP® with 28 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2009. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of Aligned Equity Group, a private partnership focused on senior living facilities, and is a board member of Global Prairie Marketing, LLC, a marketing and public relations firm. 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 employs a partner-led team model supported by centralized investment research and provides diversified, multi-asset allocation strategies along with specialized services including trustee offerings and planning for professional athletes.

Tyler Hunter is a CFP® and holds a Series 65 license, currently serving with Focus Partners Wealth, LLC. He has nine years of industry experience and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various alternative strategies, supported by an extensive network of affiliated service companies.