Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for The Colony Group, LLC from 2000 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analysis to construct tax- and fee-sensitive portfolios.

Martha Guyer is a CFP® professional with 17 years of experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC in St. Louis, MO. Her career includes roles at Steward Partners Investment Solutions, Plaza Advisory Group, Raymond James Financial Services, and Royal Alliance. She also markets and sells Medicare Supplement Insurance Policies through independent contracts with United Healthcare and Aetna. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Kelly Hokanson is a CFP® with 25 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, The Planned Approach, Inc., and Sunset Financial Services, Inc. Outside of her advisory work, she holds membership roles in several entities unrelated to investment management. Focus Partners Wealth, LLC serves individuals, families, family offices, 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.

Erica Bouchard is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She previously worked for Buckingham Strategic Wealth, LLC for 14 years before joining The Colony Group, LLC. 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 combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jackson Tucker 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 Mariner Wealth Advisors and the Iowa State University Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating multiple analytical tools and legacy strategies.

Matthew Luzecky is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Hill Investment Group Partners, LLC and the Federal Reserve Bank of St. Louis. 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 concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Nathaniel Laupp is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Modern Wealth Solutions and Ferguson Financial Group LLC. Outside of his advisory work, Laupp serves on the board of the Focus Marines Foundation, which supports veterans coping with emotional wounds, and he is president and a player for the nonprofit hockey organization St. Louis Blues Warriors. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Christopher Foster is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Finra, U.S. Bancorp Investments, and Scottrade. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser that serves 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 and brokerage services including wrap-fee programs, financial planning, retirement plan consulting, and investment management with proprietary strategies and third-party models.

Neal Furlong is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including LPL Financial and V Wealth Management. He serves as a board member of the Ladue Education Foundation, where he participates in grant voting and organizing the Alumni Committee golf tournament. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix 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, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Patrick Howley III is a CFP® professional with 42 years of industry experience, currently advising at Mariner. He has held prior roles at Moneta Group Investment Advisors and Mariner Wealth Advisors, among others. Outside of his advisory work, he is co-owner and inventor at PatTom Ventures LLC, focusing on product development. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Joseph Sell is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Edward Jones and seventeen years at Select Marketing. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. 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 and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ally Kell is a CFP® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She previously worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. Kell is involved in nonprofit work as an advisory board member of the Affinia Healthcare Foundation and serves on the board of the Spirit of St. Louis Women's Fund, where she will be president starting in 2023. Moneta Group Investment Advisors serves 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 supported by centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.