Andrey Rudomiotov is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, Buckingham Strategic Partners, LLC, renaissance financial, and Securian Financial Services Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and UBS Financial Services. Focus Partners Wealth 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 that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Patrick Donnelly is a CFP® with 20 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC for 14 years and Mintz Levin Financial Advisors LLC for 7 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. 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.

Kenneth Winegrad is a CFP® and Series 65 credentialed advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He has been with Moneta Group since 2016, serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and endowments. The firm uses a Partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence to provide portfolio management, financial planning, and specialized concierge services.

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Colony Group, Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and Scottrade. 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 retirement plan fiduciary services, serving more than 33,000 clients through a team of approximately 43 advisors.

Matthew Ilteris is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, 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 within an enhanced open architecture framework.

Leah Bruemmer is a CFP® and Series 65-registered financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has three years of industry experience, including prior roles at Ernst & Young LLP and the University of Missouri-Columbia. Outside of finance, she has worked in the brewing industry with Flat Branch Pub & Brewing. 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 operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Hunter Brown is a CFP® with 14 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2014. Based in St. Louis, MO, he holds the Series 65 license and works within a large enterprise firm comprising 220 advisors. 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 solutions. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified multi-asset allocation approach and unique institutional client relationships.

Paul Fagyal is a CFP® with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in St. Louis, MO. His prior roles include positions at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co Inc. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management with oversight from an internal Investment Committee and offers a range of implementation tools and services through a large advisor network.

Leanne Geer is a financial advisor at Focus Advisor Solutions, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Waddell & Reed, Woodbury Financial Services, and Jones Investment Group. Outside of her advisory work, she manages bookkeeping for a sole proprietorship in trucking and serves as a branch treasurer for the Society for Creative Anachronism. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services.

Brian Gregorek is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Edward Jones, and Lord, Abbett & Co. LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

De'andrea Johnson is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Schwab Wealth Advisory, Johnson worked at Charles Schwab & Co., Charles Schwab Bank, Edward Jones, and Wells Fargo NA. Outside of financial advising, Johnson occasionally assists with property management for rental properties held under a family LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s proprietary research tools. The firm delivers advice through standard asset allocation models and does not exercise discretionary trading authority over client accounts.

Diane Compardo is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she holds Series 63 and Series 65 licenses. 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 operates with partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Joseph Buffa is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding custody of client assets.

Adam Truebe is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Bayer. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, 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, utilizing fundamental and quantitative analysis alongside various portfolio tools.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers diversified investment strategies through discretionary and non-discretionary wrap programs and supports both employee and affiliated independent-contractor advisors.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Romine is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior experience includes roles at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Peter Mccarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory work, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive subdivision. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and managed strategies, including mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by a comprehensive operational platform and an Investment Strategy Committee.