Ryan Kellis is a financial advisor with Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Bank of America and Merrill. Kellis also spent time at the University of Missouri - St. Louis and LeafFilter in roles outside the financial industry. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, investment management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools like trend-following and options overlay strategies.

Natasha Borglum is a CFP® professional with 11 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 Group since 2011. 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 centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Katherine Kloster is a Certified Financial Planner (CFP®) at Moneta Group Investment Advisors, LLC with six years of industry experience. She has been with Moneta Group since 2014, serving in roles within the firm for a total of six years as of the present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings, using a partner-led team approach supported by centralized investment management and multi-criteria security selection.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, institutional clients, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, with services delivered through both in-house advisors and third-party managers.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 32 years of industry experience, including 24 years at The Colony Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent eight years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, offering a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Virgil Johnson is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at J. Morel & Associates LLC and Champion-Johnson Group. Outside his advisory work, he serves as a board member for New Life In Christ Church in Ofallon, Illinois. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers diverse program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Modern Wealth Solutions and other roles in financial services and education. Phillips is also engaged in insurance brokerage activities through two agencies, where he provides life insurance and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Lara Mayhew is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Citibank prior to her current tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management alongside point-in-time planning services and serves as investment adviser to a donor-advised fund.

Bonnie Griffith is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 18 years of industry experience. She has worked at Brookstone since 2008 and has also been associated with Stonewolfe Financial since 2003. In addition to her advisory roles, she is an independent contractor in the insurance industry, licensed in health and life insurance in Illinois and Missouri. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Nicholas Warren is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has worked exclusively within the Moneta Group entities since 2014. 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.

Donald Rochleau II is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he worked at Bam Management, LLC and Buckingham Strategic Wealth, LLC. 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 a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Parkside Financial Bank & Trust and Bank of America Private Bank. 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 an open-architecture investment process emphasizing asset allocation and manager due diligence.

John Reidy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward D. Jones & Co., L.P. Outside of finance, he engages in actor, model, and voice-over work and serves as an election judge. He is also a voice actor for a podcast program produced by the Augustine Institute. 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 broad range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing proprietary and third-party strategies combined with a proprietary equity and fixed income trading platform.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing 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.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2026. His prior experience includes roles at Stifel, Wells Fargo, UBS Financial Services, and Moneta Group LLC. Outside of his advisory work, he is an investor in a company involved with the French football club Toulouse FC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure and a multi-criteria investment selection process, maintaining active due diligence and utilizing partnerships with other registered advisers and sub-advisers.

Michael Ball is a CFP® professional based in St. Louis, MO, with eight years of experience in the financial services industry. Prior to joining Focus Partners Wealth, LLC in 2026, he worked at Moneta Group for eight years and Robert Half for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rhett Shockey is a financial advisor at &PARTNERS with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Commerce Brokerage Services, New England Securities, and UBS Financial Services. Outside of his advisory work, he officiates college and high school football games in the Midwest. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Inc., Stratman Sports, and the University of Missouri. Outside of her advisory role, Megan coaches volleyball for the 314 Volleyball Club in St. Louis. 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 over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, using both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.