Mark Witthaus is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at One Bridge Wealth Management, Commonwealth Financial Network, and Wunderlich Securities. Witthaus is a co-owner of M Witthaus Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Tiffany Whitney is a Series 65 licensed financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Her prior roles include positions at Plancorp LLC, PNC Bank, and Drury Hotels. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Garrett Reeg is a Certified Financial Planner® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with unique institutional and niche client services.

Philip Blaxton is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Based in St. Louis, MO, he joined Oppenheimer in 2025. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services, employing strategic asset allocation and various investment vehicles tailored to client objectives.

Alison Lynch is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clarity Financial Planners. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Thum is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Buckingham Asset Management since 2011 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Logan Ballard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and affiliated service companies.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. 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 provides financial planning and multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Jana Gregorek is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Visionary Wealth Advisors and Edward Jones. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing 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.

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Colony Group, LLC since 2000. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 fiduciary, tax, business management, and family office services.

Martha Guyer is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC in St. Louis, MO. Her prior roles include positions at Raymond James Financial Services, Inc. and Royal Alliance. In addition to her advisory work, she markets and sells Medicare Supplement Insurance Policies as an independently contracted agent with United Healthcare and Aetna. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering various portfolio management options and financial planning services.

Kelly Hokanson is a CFP® with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and The Planned Approach, Inc. She is a member of Stellys Inc., a non-investment related business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Erica Bouchard is a CFP® and holds a Series 65 license with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC. 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 emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Jeffery Leathers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, AE Wealth Management, FBL Financial Group, and Stifel Nicolaus & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jackson Tucker is a financial advisor at Focus Partners Wealth, LLC with the Series 65 designation and two years of industry experience. He previously worked at Mariner Wealth Advisors and has held roles outside the financial sector, including positions at Iowa State University Foundation, Hennis Roofing Company, Home Depot, and Walmart. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers investment management, financial counseling, and a variety of wealth services, employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a wide network of affiliated service companies and product relationships.

Matthew Luzecky is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Hill Investment Group Partners, LLC and the Federal Reserve Bank of St. Louis. 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 employs a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Nathaniel Laupp is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Modern Wealth Solutions and Ferguson Financial Group LLC. Outside of his advisory work, Laupp serves on the board of the Focus Marines Foundation, which supports veterans coping with emotional wounds, and he is president and a player for the nonprofit hockey organization St. Louis Blues Warriors. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Christopher Foster is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at FINRA, U.S. Bancorp Investments, and Scottrade. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, with ongoing due diligence and monitoring conducted by its advisors and third-party managers.

Eugene Brucker III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing 11 years of industry experience. He has been with Bankers Life and its affiliates since 2016 in various roles, including advisory and securities positions. Outside of his advisory work, he serves as a Unit Field Trainer recruiting and training insurance agents and holds leadership roles in local business networking organizations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios aligned with clients’ goals and risk tolerances.