Michelle Beattie is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with Moneta Group since 2015. Moneta Group serves high-net-worth individuals, families, trusts, and various 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 and offers diversified, multi-asset allocations alongside specialized services such as planning for professional and developing athletes.

Bradlee Jacobs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC in various capacities since 2011. The firm serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes and trustee services through an affiliated chartered trust company.

Gwendolyn Taylor is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2019, following roles at Stern Brothers & Co. and Edward Jones. Outside of her advisory role, she co-owns a local vinyl crafting business and fully owns a party tent rental company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations, offering comprehensive wrap programs and investment strategies supported by internal trading and oversight.

Jeffrey Wolfe is a Series 66 licensed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 16 years of industry experience. Wolfe serves on the executive committee of the Westborough Country Club in St. Louis, Missouri, where he holds the position of secretary and participates in management decisions. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through a range of fee-based wrap programs, financial planning, and investment management services. The firm manages portfolios using both strategic and tactical approaches and combines custody, execution, and trading services within its offerings.

Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has six years of experience in the industry. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and KForce and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies monitored by an Investment Strategy Committee, combining custody and execution capabilities with internal trading desk operations.

Steven Bione is a CFP® professional with 24 years of experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, which manages commercial rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select from approved third-party managers.

Brian Hires is a CFP® professional with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2021. He previously worked at Edward Jones for 16 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Megan Rapplean is a CFP® with 11 years of experience in the financial industry. She has worked at Moneta Group Investment Advisors, LLC since 2020 and previously held roles at Correct Capital Wealth Management, LLC and Wells Fargo Advisors. In addition to her advisory work, she is licensed as an insurance agent and provides insurance services to clients. 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 a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

Katherine Wright is a financial advisor at &Partners with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining &Partners in 2024. &Partners serves a broad range 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, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Adam Haas is a CFP® professional with Moneta Group Investment Advisors, LLC in St. Louis, MO. He joined Moneta in 2023 and has prior experience working in banking and the food service industry. 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 and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Patrick Jordan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at Wells Fargo Clearing, North Star Resource Group, and several other financial services firms. 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 centralized investment oversight and utilizes an open-architecture approach that emphasizes asset allocation and manager due diligence.

Jack Georges is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at World Wide Technology Raceway and has held roles at Indiana University Athletics and Westminster Christian Academy. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, employing a Partner-led team structure and a multi-criteria investment selection process.

Michael Stalnecker is a financial advisor with \&PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. Prior to joining \&PARTNERS in 2025, he worked at Oppenheimer from 2012 to 2025. He serves as a trustee for New City School, a nonprofit elementary school. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of strategies and third-party managers through its dual registration as a registered investment adviser and broker-dealer.

David Wiese is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021. Prior to that, he was with TD Ameritrade and has experience in both financial services and retail sectors. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs a range of strategies including strategic and tactical asset allocation, with a distinctive approach that includes both discretionary and non-discretionary account management.

Jackie Abels is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-trustee managing a private trust with her spouse. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies, with customized investment policy statements and regular account reviews.

Nicholas Quarnstrom is a financial advisor at Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth serves a broad range of clients, including 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 that integrates fundamental and quantitative analysis with third-party managers and offers a diverse range of investment strategies and affiliated services.

Austin Garber is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He holds Series 63 and Series 65 licenses. Focus Partners Wealth serves a diverse range of clients including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a variety of wealth management, fiduciary, and sub-advisory services.

Rachael Derrico is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2026. Prior to joining Beacon Pointe, she worked at Commerce Bank for six years and held positions at Pioneer Medical Group, Starbucks, Vail Resorts, and St. Louis Community College/Goldfarb School of Nursing. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kent Meyer is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has three years of industry experience and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Stifel Nicolaus. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Constantinos Livaditis is a financial advisor at Oppenheimer in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.