Timothy Flanagan is a CFP® professional with 10 years of industry experience, currently serving at Visionary Wealth Advisors, LLC. He worked at Edward Jones for six years prior to joining his current firm. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and combines fundamental, technical, and cyclical analysis within an asset-allocation framework influenced by Modern Portfolio Theory.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.

Ethan Singer is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering 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.

James Cornfeld is a CFP® professional with 20 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. 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.

Milos Vranic is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 credential and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce Fenner & Smith from 2017 to 2023. Outside of his advisory role, he is an agent for Pre-Paid Legal Services, Inc. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Jeffrey Plummer is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Guardian Life and its related entities since 2000 and is also affiliated with Park Avenue Securities. Outside of his advisory work, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment in New Hampshire. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, financial planning, and digital advisory solutions tailored to client needs.

Mark Witthaus is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at One Bridge Wealth Management, Commonwealth Financial Network, and Wunderlich Securities. Witthaus is a co-owner of M Witthaus Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Tiffany Whitney is a Series 65 licensed financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Her prior roles include positions at Plancorp LLC, PNC Bank, and Drury Hotels. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Garrett Reeg is a Certified Financial Planner® with nine 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, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with unique institutional and niche client services.

Philip Blaxton is a financial advisor at Oppenheimer based in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and Edward Jones prior to joining Oppenheimer in 2025. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

Alison Lynch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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 through an enhanced open architecture framework.

William Thum is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Asset Management from 2011 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and uses fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Logan Ballard is a financial advisor at Focus Partners Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. First Command Advisory Services 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 multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Jana Gregorek is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Visionary Wealth Advisors and Edward Jones. 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.

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for The Colony Group, LLC from 2000 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analysis to construct tax- and fee-sensitive portfolios.

Martha Guyer is a CFP® professional with 17 years of experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC in St. Louis, MO. Her career includes roles at Steward Partners Investment Solutions, Plaza Advisory Group, Raymond James Financial Services, and Royal Alliance. She also markets and sells Medicare Supplement Insurance Policies through independent contracts with United Healthcare and Aetna. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Kelly Hokanson is a CFP® with 25 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, The Planned Approach, Inc., and Sunset Financial Services, Inc. Outside of her advisory work, she holds membership roles in several entities unrelated to investment management. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with a broad 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.

Erica Bouchard is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She previously worked for Buckingham Strategic Wealth, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.