Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Jacob Mercer is a financial advisor at Mariner Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, and Fidelity. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Michael Becker is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus & Co Inc and TDAmeritrade. Outside of his advisory role, he co-owns an Etsy business focused on local events apparel. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. 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.

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His career includes long-standing roles with Ameritas Life Insurance Corp, Ameritas Investment Corp, Dealer Benefit Service Inc, and Carillon Group. Outside of his advisory work, he serves as president of Dealer Benefit Service Inc, an independent insurance agency selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles, supported by multiple program platforms and third-party technology.

Garrett McMillan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 15 years of industry experience. He serves as Vice President of TRIAD Wealth, a Missouri-based business registration. McMillan’s career includes continuous service at Park Avenue Securities and Guardian Life since 2011. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Jackson Lessmann is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His work history includes multiple roles within First Command’s affiliated entities and prior experience at Advisor Seekers and two academic institutions. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at UBS Financial Services, JPMorgan Securities, JPMorgan Chase Bank, and Moneta Group Investment Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and access to third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Christine Boyce is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, Scottrade, and Edward Jones. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance. The firm manages significant assets within a large-scale platform that includes formally structured compliance and affiliated managed account strategies.

Cheryl Frazier is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Gerard Hempstead. PNC Wealth Management provides retail brokerage and advisory services through model-based programs. Their Portfolio Solutions Strategist Digital Offering is an online, discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithm-driven risk assessment and model portfolios managed by PNC or third-party strategists.

Morgan Golaris is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2022, he worked at KPMG from 2018 to 2022. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services for uncommon institutional clients.

Richard Bavetz Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and having 10 years of industry experience. His prior roles include positions at Global Financial Private Capital, LLC, and Gradient Advisors, LLC. Outside of his advisory work, he owns and operates Carington Financial & Insurance Services, an insurance agency focused on life insurance products, and is involved with nonprofit organizations providing financial literacy training and employee benefits education. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Douglas Weber is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Moneta Group since 2005. Outside of his advisory role, Weber serves as chairman of the St. Louis Mens Group Against Cancer, a position he has held since 1995. 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 is noted for its diversified, multi-asset allocation approach and unique institutional client base.

Michael Carpenter is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2017. Prior to that, he worked at Moneta Group Investment Advisors, Inc. He also provides accounting services for a construction company. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services through a partner-led team structure and a multi-criteria investment selection process.

Ryan Robinson is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has four years of industry experience and has worked previously at Edward Jones and MML Investors Services, LLC. He is based in Saint Louis, MO. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party advisory solutions.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Janet Heitzig is a financial advisor with Principal Financial Services in Chesterfield, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including tenure at Principal Life Insurance Company since 2002. Outside of her advisory role, she is secretary of a local ladies golf league and is involved in selling prepaid legal and identity theft protection products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Fuhrig is a CFP® with 10 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior work includes positions at Smith, Moore & Co. and Bass Pro Shops, where he also worked as a sales associate. Fuhrig serves on the Board of Directors for the Mountain Lake Hunting & Fishing League, overseeing the club's investments. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach to investment decisions, utilizing an open-architecture selection process and managing proprietary multi-strategy funds.

Robert Swieterman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having joined in 2023. His prior roles include positions at Cetera Investment Services, Cetera Investment Advisors, Regions Bank, and Fifth Third Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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.

Sharon Young is a financial advisor with Oppenheimer, holding a Series 66 designation and 15 years of industry experience. She has been with Oppenheimer since 2013 and previously worked at Wells Fargo Clearing in 2012. 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 range of investment and advisory programs with both discretionary and non-discretionary services, including equity, balanced, and fixed-income portfolios, as well as consulting and retirement planning.