Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering 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.

Nicholas Nellesen is a financial advisor at CIBC Private Wealth Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm employs a comprehensive investment process combining internal teams and external managers to deliver customized portfolios and specialized strategies, including options hedges and structured notes.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously held positions at RFG Advisory Group, LLC, LPL Financial, LLC, and Stifel. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Adam Kruger is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments. Outside of his advisory role, Kruger serves as president and board member of EI.BO, a nonprofit focused on improving computer programming opportunities in the Midwest, and is a board member of Wings of Hope, Inc., a nonprofit organization supporting sustainable programs for underserved communities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Kristin Brown is a CFP® with 11 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2012. She is based in St. Louis, MO, and has spent her career with Moneta Group. 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 concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services such as trustee support and planning for professional athletes.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Stephen Hoerr Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior experience includes roles at E3 Tax Service and KPMG, LLP. 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 uses a Partner-led team approach with centralized investment oversight and employs an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Daniel O’Very is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee for a homeowners association and is active in youth ice hockey officiating and education with USA Hockey and the Missouri Ice Hockey Officials Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with both discretionary and non-discretionary portfolio management.

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC 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 and retirement plan fiduciary services.

Michele Mehrtens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Company, Inc. for 13 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a variety of investment strategies through fee-based wrap programs, financial planning, and retirement plan consulting, supported by several hundred advisors managing tens of billions in assets.

Connor Dunlop is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mariner and has prior experience at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory work, he serves as an assistant coach for the St. Louis Blues AAA youth hockey team. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative CFO services.

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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 3(38) retirement plan fiduciary services.

Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO, with six years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior roles include positions at The Colony Group, LLC, Scottrade, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and business management. 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.

Eloise Schlafly is a CFP® professional with nine years of experience in financial advising at Moneta Group Investment Advisors, LLC, where she has worked since 2012. She is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients with services including portfolio management, financial planning, family office support, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with niche services such as planning for professional and developing athletes.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory structure from many enterprise wealth managers.

Jacob Masterson is a CFA® charterholder and Series 65 licensee based in St. Louis, MO, with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following a seven-year tenure at Buckingham Asset Management, LLC. Prior to his professional career, he was a student from 2009 to 2017. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, quantitative analysis, and specialized portfolio tools within an enhanced open architecture framework.

Lauren Hunt is a CFP® at Moneta Group Investment Advisors, LLC with nine years of industry experience. She has been with Moneta Group in various capacities since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.