Kara Hughes is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at TDAmeritrade/Charles Schwab. Prior to her financial services career, she held various roles including at Cheddars Scratch Kitchen and MaidPro. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

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.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 25 years at The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Schaller is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 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. 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 uses a partner-led team structure and a multi-criteria selection process that includes asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Jonathan Peckron is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Peckron is based in Saint Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, relying on standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Kurt Schafers is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with The Colony Group, LLC and has held a role at Buckingham Asset Management, LLC since 2014. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

Katelyn Stevens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad 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 using a variety of portfolio strategies monitored by an Investment Strategy Committee.

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 serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools and legacy strategies.

Robert Schundler is a CFA® charterholder with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2005. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm emphasizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Corey Hendershot is a CFA® charterholder currently with Focus Partners Wealth, LLC and has been with the firm since 2024, following prior experience at Buckingham Strategic Wealth. He is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.

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.

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.

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.

Jonathan Curtis is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including twelve years with Moneta Group LLC. In addition to his advisory role, Curtis is an independent insurance agent for various companies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a partner-led team model supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering services such as portfolio management, financial planning, family office support, and specialized concierge offerings.

Matthew Schoelch is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2021. Prior to that, he worked at PricewaterhouseCoopers LLC and Lewis Rice, and he attended the University of Missouri. 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 uses a partner-led team approach supported by a centralized investments department and emphasizes asset allocation and manager due diligence within its open-architecture investment process.

Wayne Rector is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include work at Blueprint for Wealth LLC and Precision Wealth Strategies LLC, and he is also involved with Precision Healthcare LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate framework.

Leanne Wilhelm is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. Before joining Mariner, she held positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, and TownePlace Suites. Mariner serves a broad range of clients, 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 supported by an investment committee and combines in-house research with third-party managers and platforms.

Justin Tate is a financial advisor at CWM, LLC with six years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials. His prior roles include positions at Northwestern Mutual Wealth Management Company, James Borchers, and Saltmarsh Financial Advisors, among others. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Joseph Kraninger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include work at Craft Beer NY and Villanova University. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework combining active, passive, and private fund strategies.