Seth Heisler is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management and financial planning through both advisory and brokerage services. The firm employs a variety of analytical approaches and manages accounts using the Envestnet platform and proprietary as well as third-party strategies.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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 centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

David Dooling is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Alton Capital Management, MSI Financial Services, and MetLife Investment Fund Services. He is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Michael Martin is a financial advisor at &Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary accounts, utilizing a range of analytical methods and proprietary as well as third-party strategies.

Matthew Sallaberry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Enterprise Bank & Trust for twelve years before joining Moneta, where he has been since 2017. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring, with a client base that includes several uncommon institutional relationships.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Buckingham Strategic Wealth, Stifel Nicolaus & Co Inc, and several other firms. Outside of his advisory roles, he spent time at the YMCA and the University of Missouri earlier in his career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, HM Capital Management, Charles Schwab, Merrill, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Manies is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2019. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he spent four years at the University of Missouri - Columbia and four years with the St. Louis Cardinals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dylan Vergilesov is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at firms such as Triad Financial Group, Oppenheimer & Co. Inc., and Wells Fargo Clearing Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Venezia is a CFP® and CFA® charterholder with 19 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. Prior to that, he spent 13 years at Scottrade Inc. and one year at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Patrick Duff is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Moneta Group since 2005. Outside of advising, he serves as treasurer on the boards of Fellowship of Christian Athletes and Bethany Christian Services, roles he has held since the late 1990s. Moneta Group Investment Advisors serves a range of high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with centralized investment oversight and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Blake Bailey is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise and Arbor Point Advisor. He is also involved with AB Wealth Management as an advisory representative. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and retirement planning services, utilizing varied strategies and platform integrations to support client needs.

Stephanie Guerin is a CFP® with 27 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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 with third-party managers and private funds.

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners 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 within an enhanced open architecture framework.

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wells Fargo Clearing, and MML Investors/Capital Financial Group. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Kristina Ashworth is a CFP® with eight years of industry experience, currently with Moneta Group Investment Advisors, LLC. Her prior roles include positions at The Retirement Planning Group and Edward Jones, as well as experience outside finance at Bissinger's Handcrafted Chocolatier. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment solutions along with specialized services such as trustee offerings and planning for professional athletes.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 63 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, she spent eight years with Wells Fargo Clearing. 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, combining proprietary strategies with third-party models alongside in-house equity and fixed-income portfolios.

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has a background that includes roles outside finance prior to her advisory career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.