Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Mariner Wealth Advisors and its related entity MSEC, LLC since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Jones is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Proficient Wealth Strategies, Blueprint for Wealth LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he worked at Villa Antonio Winery and Gateway FS, Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Hehmeyer is a CFP® with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. He previously worked at Moneta Group Investment Advisors, Inc. from 2019 to present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team approach, utilizing a centralized Investments Department and a multi-criteria selection process focused on asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management, financial planning, family office, and concierge services.

Seth Heisler is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of proprietary and third-party strategies on both discretionary and non-discretionary bases.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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 structure with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Martin is a financial advisor at &Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary accounts, utilizing a range of analytical methods and proprietary as well as third-party strategies.

Matthew Sallaberry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Enterprise Bank & Trust for twelve years before joining Moneta, where he has been since 2017. 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 specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring, with a client base that includes several uncommon institutional relationships.

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Buckingham Strategic Wealth, Stifel Nicolaus & Co Inc, and several other firms. Outside of his advisory roles, he spent time at the YMCA and the University of Missouri earlier in his career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. 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 specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds a Series 66 credential and has worked at several firms including The Colony Group, Buckingham Strategic Wealth, HM Capital Management, Charles Schwab, Merrill, and Morgan Stanley Dw Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a 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.

Matthew Manies is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2019. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services 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 approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing Services and Edward Jones prior to joining her current firm. 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, and investment management consulting, utilizing a range of strategies managed internally and by third-party managers.

Brendan Toth is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. He has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and earlier held roles at the University of Missouri - Columbia and the St. Louis Cardinals. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive 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.

Dylan Vergilesov is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at firms such as Triad Financial Group, Oppenheimer & Co. Inc., and Wells Fargo Clearing Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Venezia is a CFP® and CFA® with 19 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, Inc., having previously worked at Scottrade Inc. for 13 years. Venezia holds Series 66 and Series 63 licenses and is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading authority.

Patrick Duff is a financial advisor at Moneta Group Investment Advisors, LLC with 30 years of industry experience. He has been with Moneta Group since 2005. Outside of his advisory role, he serves as treasurer on the boards of the Fellowship of Christian Athletes and Bethany Christian Services in St. Louis, positions he has held since the late 1990s. 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 structure with a multi-criteria investment selection process and provides specialized services for clients with complex needs.

Blake Bailey is a financial advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Securities America, and Arbor Point Advisor. Bailey is also involved with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and custody arrangements primarily through Schwab and Fidelity.

Stephanie Guerin is a CFP® with 27 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and The Planned Approach, Inc. She is also a member of Stellys Inc., a non-investment-related business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that emphasizes long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies, third-party managers, and private funds.