Eric Schaefer is a CFP® and Series 65-licensed advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at firms including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He has also held roles in financial education at LoneStar Financial Education, LLC and taught at the University of Illinois. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Katherine Parker is a Series 65 licensed financial advisor with nine years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2015, currently serving at their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Thomas Haug is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment 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.

Christopher Kamykowski is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Mercer and Summit Strategies. 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 emphasizes diversified, multi-asset allocations and operates with Partner-led Teams supported by a centralized Investment Department.

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. 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 employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. 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 operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. 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.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated private funds.

Peter Dolan is a financial advisor at Steward Partners Investment Advisory, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Dolan is also an author and has involvement as an insurance agent and passive investor in farming. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm offers investment advisory, financial planning, and managed account programs for individuals, pension plans, corporations, and charitable organizations, utilizing both discretionary and non-discretionary portfolio management solutions.

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years and LPL Financial for three years. He is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Robert Bertman is a CFP®, CFA®, and holds a Series 63 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC in St. Louis, MO, and has previously worked at The Colony Group, Buckingham Strategic Wealth, Eidelman Virant Capital, and operated Family Budget Expert, a business providing budgeting services to legacy families. Focus Partners Wealth, LLC 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 an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds with a focus on long-term, tax- and fee-sensitive portfolio construction.

Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC in St. Louis, MO, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and Foreside Financial Services. Muckler also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified mutual fund and ETF model portfolios as well as discretionary fixed-income management. The firm serves a sizable client base with an enterprise-scale platform and delivers a combination of platform services and direct fund management.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles at Play it Again Sports and Worldwide Freight Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate 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 blends active and passive strategies within an enhanced open architecture framework.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Bailey Gilliam is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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 with centralized investment oversight and an open-architecture selection process focused on asset allocation and manager due diligence.

Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.