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Matthew M

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Mckeand is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Clearing. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and diverse portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Kristina A

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Andrew T

Series 63, Series 66

Richmond Heights, MO

Benjamin F. Edwards & Company, Inc.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at TD Ameritrade and Central Bank of Boone County. Outside of finance, he was involved with Slacker's CD's and Games for seven years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Angela E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Angela Elrod is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over 15 years at those firms before joining her current employer. Angela holds the Series 63 designation. 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 corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through various actively and passively managed portfolios monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Kara H

Series 65, Series 63

Saint Louis, MO

Focus Partners Wealth, LLC

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2024, she worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has experience in the service and hospitality sectors. 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, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis alongside various investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Benjamin E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Edwards IV is a Series 63-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He has been with the firm since 2008 and serves as a director of Cass Information Systems and a board member of his homeowners' association in Naples, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Patrick H

CFP®, Series 65

Brentwood, MO

Mariner

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mary V

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with The Colony Group, LLC since 1999. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, 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 separate account managers.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Matthew S

CFP®, CFA®, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Matthew Schaller is a CFP®, CFA®, and Series 63-licensed advisor with 10 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. Based in St. Louis, MO, Schaller provides financial advisory services within an enterprise firm setting. 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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Cameron B

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Kurt S

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Kurt Schafers is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Abigail A

Series 63, Series 66

Clayton, MO

&PARTNERS

Abigail Allen is a financial advisor at &Partners with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years. &Partners serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Darin C

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across a variety of investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Alan O

Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

Alan Orr Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 1999 in various capacities. Outside of his advisory role, he is involved in several real estate ventures, including co-ownership of an LLC that built an office building leased to First Command. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios with mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert S

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Robert Schundler is a CFA® charterholder based in St. Louis, MO, with 20 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private funds and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Corey H

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Corey Hendershot is a CFA® charterholder affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He has prior experience at Buckingham Strategic Wealth, where he worked for a total of seven years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Patrick H

CFA®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Patrick Higgins is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel, Buckingham Wealth Partners, Edward Jones, Shaffer & Associates, and Enterprise Holdings. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm utilizes a Partner-led team structure and a multi-criteria investment selection process that includes manager due diligence and proprietary multi-strategy funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Brian P

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Brian Page is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Concordia Plan Services and Buckingham Asset Management, 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 structure with a centralized Investments Department and an open-architecture selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Luke M

Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Luke Mc Kenzie is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and several healthcare organizations, including Barnes Jewish Hospital and multiple home health agencies. 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 approach with centralized investment oversight and uses an open-architecture selection process focusing on asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Tiffany K

Series 63, Series 65

Glen Carbon, IL

Benjamin F. Edwards & Company, Inc.

Tiffany Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2015 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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