James Muccigrosso is a financial advisor at Principal Financial Services with 39 years of industry experience. He holds Series 65 and Series 63 designations. His career includes over 28 years with Principal Life Insurance Company and 10 years with Principal Securities Inc. He occasionally sells group insurance products to existing clients. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Corbin Briggs is a CFP® with 11 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in St. Louis, MO. His prior work history includes roles at AssetMark Financial, Inc. and Raymond James Financial Services. Briggs serves on the boards of the World Pediatrics Project and First Tee, both nonprofit organizations involved in fundraising. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services through proprietary and third-party solutions.

Tyler Joern is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Sanford C. Bernstein & Co., LLC and Aon Hewitt Investment Consulting. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team structure with a centralized investments department and uses an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

John Mccadden III is a financial advisor with Eagle Strategies (New York Life) in Creve Coeur, MO, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Eagle Strategies since 1999 and has a long-standing affiliation with New York Life Insurance Company dating back to 1978. Outside of his advisory work, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization in Missouri, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse clientele, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephanie Rogers is a CFP® and CFA® credentialed advisor with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2018 and previously spent eight years at U.S. Trust. She is based in St. Louis, MO. 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 Partner-led Teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

William Hornbarger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Benjamin F. Edwards since 2020 and previously spent 11 years with Moneta Group Investment Advisers, LLC. 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. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Jami Choinka is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2012. 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, emphasizing diversified, multi-asset allocations and tailored client plans.

Richard Mcdonald is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 65 designation and has 18 years of industry experience. His prior work history includes roles at Moneta Group Investment Advisors and Buckingham Strategic Wealth. 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, investment management, and brokerage services, employing both proprietary strategies and third-party models.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Buckingham Strategic Wealth, Legacy Financial Strategies, and Focus Partners Wealth. Prior to his financial advisory career, he spent four years at Custom Wood Products and Kansas State University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Marc Kessler is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Benjamin F. Edwards & Co since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Brian Brush is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Bam Management, and Lumia Wealth. Based in St. Louis, MO, he holds the Series 63 and Series 65 licenses as well. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative analysis and specialized portfolio tools.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 65 and Series 63 credentials and with seven years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with World Financial Group, Inc. and AIMA International LLC, where he has held roles for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and coordinates affiliated retirement and recordkeeping services.

Stephen Dolan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at Mariner Wealth Advisors and Msec, LLC from 2015 to 2019. He is based in St. Louis, MO and holds the Series 66 designation. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Timothy Burford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He has been with Moneta since 2019 and previously held roles at Honey Baked Ham, the University of Missouri - Columbia, LCMS Foundation, Kohl's, and Kozeny & McCubbin. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investments department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Abby Donnellan is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Anders CPA's & Advisors for seven years. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lauren Miener is a CFP® professional with six years of experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

John Lake is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has recently started his career in the industry. Prior to joining Moneta, he worked at Fallon & Byrne and has experience in non-financial roles including at Ted Drewes, Inc. and Chaminade College Prep School. 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 structure with a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carl Thoenen is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a long-standing association with Aag Securities, Inc. Outside of his advisory role, Mr. Thoenen serves as Vice President on the board of the charity The Cries of a Child and is actively involved in his community through leadership roles with a local Boy Scout troop and a church men's group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

Joshua Ernst is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Focus Partners Wealth and Buckingham Wealth Partners/Focus Partners Wealth, totaling eleven years in wealth management. Ernst holds a Series 65 credential and is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.