Savanna Cawvey is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 credential and based in St. Louis, MO. She began her advisory career in 2024 and has worked at Moneta Group Investment Advisors and Stifel, among other roles. 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 with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Bradley Jenkins is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a wide range of clients including individual investors, 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 that incorporates both fundamental and quantitative analysis, third-party managers, and diverse strategies across public and alternative investments.

Shahzeb Shaikha is a financial advisor at Oppenheimer in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He was also involved with myDawat.pk for seven years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs and services, including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Aaron Vickar is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, multiple asset classes, and an extensive network of affiliated service companies and product relationships.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Soltys & Clark, CPA LLC, and Madison Wealth Advisors. Outside of advising, he serves as a board member for the Scarborough Group of Companies, a logistics and warehousing firm. 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 integrates active and passive strategies within an enhanced open architecture framework.

Billy Dickens III is a CFP® professional with 18 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Moneta Group Investment Advisors, Inc from 2016 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team approach supported by centralized investment oversight and a multi-criteria selection process, with specialized services for clients with complex needs.

Kristen Murray is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she is also a property owner involved in managing rental real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ann Mclaughlin is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2009. She has 15 years of industry experience and is based in St. Louis, MO. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing multiple strategies managed internally and by third parties, along with an operational framework that includes custody, clearance, and proprietary trading capabilities.

James Rohrbaugh is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at &Partners since 2024. Prior to this, he spent eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. &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 services using a combination of proprietary and third-party strategies.

Jackson Ward is a CFP® professional with one year of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he held roles at Wilkerson Advisory Group and WR Wealth Planners. Outside of finance, he has experience working in the brewing and bottling industries in Missouri. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies across managed and held-away assets.

Jason Siedle is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Litman Gregory Wealth Management and Wedgewood Partners, Inc. He is involved in transitioning an advisory business following an acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of active and passive strategies, employs third-party independent managers selected through due diligence, and offers proprietary private funds and a continuously offered interval fund.

Jonathan Thrun is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with The Colony Group, LLC since 2009. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers and provides a broad offering of investment and financial solutions supported by an extensive network of affiliated service companies.

Georgios Vanfleet is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Charles Schwab and in academic roles at Saint Louis University and Butler University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Benjamin Trujillo is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Moneta Group Investment Advisors since 2018, following a prior role at Stifel. Outside of his advisory work, he is the owner and Vice-President of Trujillo Holdings, LLC and serves as an adjunct professor of law at Washington University School of Law. 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 utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Reed is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. Before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at North American Management Corp. from 2013 to 2021. He also serves as an independent trustee for Morgan Stanley Pathway Funds and is a trustee for the Kingston Manor Drive Association, a residential subdivision. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Nicholas Koboldt is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Asset Management, LLC and Stifel Nicolaus. Koboldt is based in St. Louis, MO. 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 uses a partner-led team approach supported by a centralized investment department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Scott Critchfield is a CFP® professional with 30 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, he assists with editing therapy notes for a pediatric physical therapy practice owned by his spouse. 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 investment strategies and financial services through its fee-based wrap programs and supports both employee and affiliated independent advisors.

Richard Rehg is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and spent 14 years at Edward Jones prior to that. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a combination of in-house and third-party managed strategies.

Ronald Wienstroer is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has 14 years of industry experience, including over a decade at 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and portfolio management strategies, providing both discretionary and non-discretionary services through an established platform and brokerage infrastructure.