Joseph Frontczak is a CFP® and CFA® with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stifel. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework. The firm offers a broad range of services including financial and tax planning, retirement plan consulting, and access to private funds.

Jerrod Anderson is a CFP® and CFA® professional with eight years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2023. Prior to this, he spent five years at Edward Jones and also held positions at Washington University. Outside of his advisory role, he is the owner and manager of First Cast Holdings LLC, an LLC involved in passive real estate investment. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and foundations. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and a multi-criteria selection process.

Kara Harmon is a CFP® professional with 21 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2005, currently serving as an advisor in their St. Louis, MO office. 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 Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Maryann Vognild is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. 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 vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Moran is a CFP® with 16 years of industry experience and currently serves as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, and Edward Jones. Focus Partners Wealth 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 using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Aaron Ziska is a financial advisor at MAI Capital Management, LLC in St. Louis, MO, holding CFP®, CFA®, and Series 65 credentials with 11 years of industry experience. He previously worked at Greenway Family Office from 2014 to 2020 before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages diverse investment strategies and offers solutions including trust administration and insurance services, with $72.3 billion in assets under management as of May 31, 2026.

Darren Washington is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Principal Financial Services, Eagle Strategies LLC, and New York Life. Outside of his advisory role, he serves as a board member for Washington Metropolitan, Inc., an organization focused on affordable housing in St. Louis, and participates on finance committees for Rosati-Kain Academy and The Wilson School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Phillip Crawford is a CFP® professional with six years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Edward Walter is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has prior experience at Knights of Columbus Asset Advisors, U.S. Bank, and Edward Jones. 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 more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

Kathleen Marsden is a CFP® professional with 12 years of industry experience. She currently works at The Colony Group, LLC and previously spent 10 years at Buckingham Strategic Wealth, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC 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.

Nicholas Pavlishin is a CERTIFIED FINANCIAL PLANNER™ professional with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior roles include positions at Merrill Lynch and Sincere Financial. 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 focus on asset allocation and manager due diligence, alongside specialized services for clients with complex needs.

Richard Fitzer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been associated with Triad Financial Group and Commonwealth Financial Network since 2013. Additionally, he serves as Vice President and Co-Owner of L&F Group, Inc., a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Jack Cantalin is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory services such as strategic asset allocation and retirement consulting on both discretionary and non-discretionary bases.

Austin Schettler is a CFP®-designated financial advisor with five years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. He has previously worked at The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, Krilogy Financial, and spent four years at Mizzou. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Grant Koentz is a financial advisor at &Partners with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wintrust Investments LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. 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, 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.