Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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.

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wells Fargo Clearing, and MML Investors/Capital Financial Group. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Kristina Ashworth is a CFP® with eight years of industry experience, currently with Moneta Group Investment Advisors, LLC. Her prior roles include positions at The Retirement Planning Group and Edward Jones, as well as experience outside finance at Bissinger's Handcrafted Chocolatier. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment solutions along with specialized services such as trustee offerings and planning for professional athletes.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at TD Ameritrade and Central Bank of Boone County. Outside of financial services, he was involved with Slacker's CD's and Games for seven years. 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 services including advisory programs, financial planning, retirement consulting, investment management, brokerage services, and certain M&A advisory services.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 63 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, she spent eight years with Wells Fargo Clearing. 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 programs and investment management solutions, combining proprietary strategies with third-party models alongside in-house equity and fixed-income portfolios.

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has a background that includes roles outside finance prior to her advisory career. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. 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.

Benjamin Edwards IV is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Edwards serves as a director of Cass Information Systems and is a board member of his local homeowners' association. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 25 years at The Colony Group, LLC. 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 investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Schaller is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. 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 structure and a multi-criteria selection process that includes asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Kurt Schafers is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with The Colony Group, LLC and has held a role at Buckingham Asset Management, LLC since 2014. He is based in St. Louis, MO. 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, third-party managers, and private funds under an enhanced open architecture framework.

Abigail Allen is a financial advisor at &Partners with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years. &Partners serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts.

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools and legacy strategies.

Matthew Redfering is a financial advisor at Allworth Financial, L.P. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allworth Financial, he worked in various roles including positions at Sunset Transportation and Potter Brothers Enterprises. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through multiple channels, employing both quantitative and qualitative analysis to provide customized investment strategies.

Robert Schundler is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC in St. Louis, MO, and previously worked at The Colony Group, LLC for six years. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside various innovative portfolio tools.

Corey Hendershot is a CFA® charterholder currently with Focus Partners Wealth, LLC and has been with the firm since 2024, following prior experience at Buckingham Strategic Wealth. He is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.

Patrick Higgins is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel, Buckingham Wealth Partners, Edward Jones, Shaffer & Associates, and Enterprise Holdings. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm utilizes a Partner-led team structure and a multi-criteria investment selection process that includes manager due diligence and proprietary multi-strategy funds.

Brian Page is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Concordia Plan Services and Buckingham Asset Management, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process emphasizing asset allocation and manager due diligence.