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John M H

CFP®, Series 66

Saint Louis, MO

Independent Financial Group, LLC

John M. Hoemeyer is a Certified Financial Planner® affiliated with Independent Financial Group, LLC and has five years of industry experience. Prior to joining Independent Financial Group in 2026, he worked at Royal Alliance Associates, Inc. and has a legal background including operating his own law firm focused on estate planning. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs strategic asset allocation with a combination of passive and active investment strategies across various risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Kimberly C

Series 63, Series 66

Villa Ridge, MO

Benjamin F. Edwards & Company, Inc.

Kimberly Church is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes roles at Robert Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of finance, she operates an independent distributor business with Young Living and runs an Etsy shop specializing in vintage jewelry and accessories. 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 a network of over 500 advisors. The firm provides a range of services including financial planning, investment management, brokerage, and retirement consulting, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Ashley D

CFP®, ChFC®, Series 63, Series 65

Town & Country, MO

First Command Advisory Services

Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. 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 provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

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

CFP®, Series 63, Series 66

St. Louis, MO

Mariner

Teresa Hayes is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior roles include positions at U.S. Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. She is also a part owner and operator of a milkshake franchise through Bunny Bean & Bugs Holding Co LLC and serves on the board of a Special Education Foundation. Mariner serves a broad range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with notable capabilities in tax integration and administrative family office services.

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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Matthew B

Series 63, Series 65

St. Louis, MO

PNC Wealth Management

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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Robert H

CFP®, Series 66

St. Louis, MO

Mariner

Robert Horton is a CFP® with 16 years of industry experience, currently serving as an advisor at Mariner since 2018. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Fidelity, and Edward Jones. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers across various asset classes and offers integrated tax and accounting services alongside operational family office and employer financial wellness solutions.

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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Ryan P

Series 66

Creve Coeur, MO

Hornor, Townsend & Kent, LLC

Ryan Price is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds the Series 66 designation and has worked with firms including Modern Wealth Solutions and Eagle Strategies. Outside of his advisory role, Price owns and operates a life insurance brokerage focused on comprehensive financial planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, utilizing third-party asset managers and providing both discretionary and non-discretionary investment options.

Business succession planning Wealth management
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Adam R

CFP®, Series 65

Brentwood, MO

Mariner

Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

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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Rebecca H

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Rebecca Hyde is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Moneta Group, she worked at Ssrn for two years and spent 14 years associated with Saint Louis University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm provides portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investments and rigorous 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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Michael F

CFP®, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Michael Follis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds a Series 63 license. 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 utilizes 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.

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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Michael W

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Michael Warner is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2018. Prior to joining Moneta, he worked at Tucker Allen, LLC from 2016 to 2018. 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 solutions. The firm uses a partner-led team structure with a centralized investment department and employs a multi-criteria process for 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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Michael J

PFS™, Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Michael Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Johnson has been with Moneta Group since 2005 and also operates his own CPA practice. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management alongside specialized services such as family office support 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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Patrick M

CFP®, CFA®, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Patrick McGinnis is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Moneta Group Investment Advisors, LLC in St. Louis, MO since 2014. 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 utilizes a Partner-led Team structure and an open-architecture investment 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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Abby S

CFP®

Des Peres, MO

Creative Planning

Abby Shemeld is a CFP® professional with four years of experience at Creative Planning and prior experience at Paradigm Financial Advisors and PricewaterhouseCoopers LLP. She is based in Des Peres, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Andrew G

Series 66

St. Louis, MO

Newedge Advisors

Andrew Gildehaus is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and JP Morgan entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and advanced technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer B

CFP®, ChFC®

Des Peres, MO

Creative Planning

Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Melissa Y

Series 65

Des Peres, MO

Creative Planning

Melissa Yost is a financial advisor at Creative Planning with a Series 65 credential and seven years of industry experience. Her prior roles include positions at Paradigm Financial Advisors and Argos Family Office, and she has also worked with the Pi Beta Phi Fraternity for Women. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various specialized advisory and trust services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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David P

Series 65

St. Louis, MO

CIBC Private Wealth Advisors, Inc.

David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Devin F

Series 65

St Louis, MO

MAI Capital Management, LLC

Devin Fraley is a Series 65-licensed financial advisor with eight years of industry experience, currently with MAI Capital Management, LLC since 2020. He previously worked at Greenway Family Office from 2015 to 2020. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
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Kerry R

Series 63, Series 65

Chesterfield, MO

Principal Financial Services

Kerry Rogers is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at PlanMember Securities Corporation, Clark Financial, and Cutter & Company, Inc. Rogers also engages in the sale of outside fixed insurance products, including life, long-term care, disability, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, utilizing both adviser and promoter arrangements.

Retired Founder/Business Owner
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