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.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management, utilizing both proprietary and third-party strategies across multiple asset classes.

Derek Wagner is a CFP® with 11 years of industry experience, currently an advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. 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 employs a partner-led team approach with centralized investment oversight and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Jacob Masterson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He currently works at Focus Partners Wealth, LLC, where he has been employed since 2024. Prior to that, he spent seven years at Buckingham Asset Management, LLC, and three years at Schweitzer UHC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of investment options, including public equities, fixed income, alternatives, and options-based strategies, supported by an extensive network of affiliated service companies and product relationships.

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.

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.

James Johnson III is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he spent 10 years with Stifel Independent Advisors, LLC. Johnson is involved in several nonprofit and civic organizations in St. Louis, including serving as chair of the Investment Committee and board member at the Donald Danforth Plant Science Center and as a board member of the St. Louis Children’s Hospital Foundation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment consulting through a range of actively and passively managed strategies, with oversight by an Investment Strategy Committee.

Stephen Heil is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. Prior to that, he held multiple roles at Morgan Stanley from 2013 to 2021, including positions with Morgan Stanley Private Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and serves as a qualified custodian, providing both discretionary and non-discretionary management programs.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Patrick Donnelly is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized strategies and financial services.

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.

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he serves as an alderman for the City of Fairview Heights. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios.

Jena Daake is a financial advisor at Oppenheimer with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and AT&T. She has been with Oppenheimer since 2021. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services including investment management, consulting, and financial planning, employing strategic and tactical asset allocation with periodic account reviews.

Gregory Haueisen is a CFP® professional with two years of industry experience, currently advising at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Berger, Cohen & Brandt, Beckemeier LeMoine, Lewis, Brisbois, Bisgaard & Smith, Herzog Crebs, and Evans & Dixon. 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 employs a Partner-led Team structure and a multi-criteria investment selection process, with additional offerings including proprietary multi-strategy funds and specialized services for clients with complex needs.

David Simons is a CFP® with 32 years of industry experience, currently serving as a financial advisor at &Partners. Prior to joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of his advisory role, he is a radio host on KMOX. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services through a combination of fundamental, technical, and quantitative strategies.

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® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

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.