Lawrence Reed Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He previously worked at Edward Jones for five years before joining Benjamin F. Edwards in 2022. He holds the Series 66 designation and is based in St. Louis, MO. 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 consulting, and brokerage services, delivering both discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

David Naert is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at CIBC World Markets and Fahnestock & Co., where he has worked since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of programs with discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Jacob Ross is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for six years before joining Moneta. Ross is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team approach and a multi-criteria selection process focused on asset allocation and manager due diligence.

Lucas Gast is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 license and one year of industry experience. Prior to joining Moneta, he worked at KPMG for several years in various roles. 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 specialized concierge offerings, utilizing a Partner-led team approach supported by centralized investments and a multi-criteria manager selection process.

Gorge Estevez is a CFP® professional with nine years of industry experience, currently serving at MAI Capital Management, LLC since 2020. His prior roles include positions at Greenway Family Office, KForce, Krilogy Financial, and Saxony Securities. He holds Series 63 and Series 65 registrations. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Matthew Schwarz Jr. is a CFP® professional with five years of experience at Moneta Group Investment Advisors, LLC. His previous roles include positions at Renaissance Financial Corp and Securian Financial Services Inc. He also spent time working at the University of Missouri - Columbia and Mariner Wealth Advisors. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 specialized services such as trustee support and planning for professional athletes.

Patrick Kuster is a CFP® with 14 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Blueprint Wealth Alliance, VOYA Financial Advisors, and Zenith Marketing Group. Outside of his advisory work, he is involved with Fully Vested Advice, Inc., where he engages in research, writing, speaking, and consulting on financial, tax, and estate planning matters for professional education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies, third-party managers, and private funds, with a focus on long-term, tax- and fee-sensitive portfolio construction.

Stephanie Temporiti is a financial advisor with Hightower Advisors, holding a Series 65 designation and 11 years of industry experience. Her prior roles include positions at Flourish Wealth Management Inc. and Buckingham Strategic Wealth. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Dylan Wardenburg is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. Prior to joining Hightower in 2022, he spent time as a student and was unemployed for one year. He serves on the Lutheran Family and Children Services Young Professionals Board in St. Louis, focusing on development and public relations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Michael Peek is a CFP® professional with eight years of experience, currently serving at Moneta Group Investment Advisors, LLC since 2014. He 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 a Partner-led Team model with centralized investment support and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Travis Mooney is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kennedy Capital Management, Carmax, Home Depot, and Windsor High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Samuel Hill is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 designations with 10 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wells Fargo Clearing. 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 uses a partner-led team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence.

Mitchel Pagano is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Summit Financial, LLC and Private Client Services. Outside of advising, he has been involved with TAP Consulting LLC dba Genex Consulting and held roles at Missouri State University and Waterway Cash Wash. 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Derech Bachmann is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Charles Schwab, J.P. Morgan Securities, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Mona Gooden is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations. Her work history includes over a decade at Moneta Group Investment Advisors and a brief period at Acropolis Investment Management. 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 a centralized investment department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Phillip Wight is a financial advisor with First Command Advisory Services and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having worked at firms including MML Investors Services, New York Life Insurance, Wells Fargo Clearing, and Ameriprise. Outside of his advisory role, he is involved as a handler volunteer for the nonprofit Dogs on Duty and owns a business called StlTopRides. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Shannon Lewis is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and 33 years of industry experience. Prior to joining &PARTNERS in 2025, Lewis worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2025. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary accounts, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

William Luster is a financial advisor with TIAA-CREF in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he worked at Edward Jones for five years and spent twenty years with Kimberly-Clark Corporation. He serves on the boards of the Fathers and Families Support Center, 100 Black Men of Metropolitan St. Louis, and the St. Louis County Library Foundation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

John Reagan is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Moneta Group Investment Advisors, LLC and has previously been employed by firms including Hill Investment Group Partners, Edward Jones, and M Holdings Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team structure, uses an open-architecture investment process emphasizing asset allocation and manager due diligence, and offers a range of services including portfolio management, financial planning, and family office support.

Brian Copeland is a financial advisor with Hightower Advisors holding a Series 66 license and 18 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously held positions at V Wealth Advisors LLC and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, supported by proprietary research and operational features such as monitoring and rebalancing.