Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary accounts.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 31 years of industry experience. He has worked at The Colony Group LLC since 1987. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that combines strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Lara Mayhew is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Citibank prior to her current tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management alongside point-in-time planning services and serves as investment adviser to a donor-advised fund.

Bonnie Griffith is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 18 years of industry experience. She has worked at Brookstone since 2008 and has also been associated with Stonewolfe Financial since 2003. In addition to her advisory roles, she is an independent contractor in the insurance industry, licensed in health and life insurance in Illinois and Missouri. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Nicholas Warren is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has worked exclusively within the Moneta Group entities since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Donald Rochleau II is a CFP® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC for nine years and Bam Management, LLC for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and various investment strategies across multiple asset classes.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Parkside Financial Bank & Trust, Bank of America Private Bank, and Gannett Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure, a multi-criteria selection process, and offers specialized services for clients with complex needs.

John Reidy is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC for seven years and Edward D. Jones & Co., L.P. for 24 years. Outside of finance, he is involved in acting and voice-over work, including roles in podcast programs, and serves as an election judge in St. Louis County. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and institutions. The firm offers diversified investment strategies through fee-based wrap programs and combines custody and execution services with an internal trading desk.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience and currently serves as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Stifel and Wells Fargo. Outside of his advisory work, he is an investor in a French football club, Toulouse FC, through Vanderlouse, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm uses a partner-led team approach with centralized investment oversight and offers a range of services including portfolio management, financial planning, and family office support.

Michael Ball is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Moneta Group for eight years and at Robert Half for five years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers, and provides integrated wealth services and fiduciary solutions.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Stratman Sports, and the University of Missouri. Outside of her advisory role, Shroff coaches volleyball for the 314 Volleyball Club in St. Louis. Benjamin F. Edwards & Company is a 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, and investment management consulting, utilizing a range of strategies overseen by an Investment Strategy Committee and supported by an internal trading desk.

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Charles Henderson III is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2009. Henderson is also involved as a fixed insurance agent in an investment-related capacity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Mark Morgan is a financial advisor with PNC Wealth Management in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. Outside of advisory work, he is the owner of Supplied Demand LLC and has worked part-time as an associate for Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Linda Richards is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Edward Jones. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment strategies, operating both discretionary and non-discretionary programs.

Patrick Ray is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He is also a licensed fixed insurance agent in St. Louis, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.