Bradley Dunajcik is a CFP® with three years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Edward Jones and Scottrade. 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 utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Sara Cooke is a CFP® professional with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Morgan Stanley. 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 across various asset types.

Lawrence Reed Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at Edward Jones from 2016 to 2021. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, including mutual funds, ETFs, and separately managed accounts, combining ongoing due diligence with a mix of discretionary and non-discretionary services.

David Naert is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets since the mid-1990s. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive role as a qualified custodian and a notable use of commission-based advisory programs.

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 has worked previously at Wells Fargo Clearing Services and Kforce. 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 an open-architecture investment process that emphasizes 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 13 years of industry experience, currently serving 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 education for advisors and other professionals. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 broad range of services including portfolio management, financial counseling, and fiduciary consulting.

Stephanie Temporiti is a Series 65-licensed advisor at Hightower Advisors with 10 years of industry experience. She previously worked at Buckingham Strategic Wealth for eight years and Flourish Wealth Management Inc. for two years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include mutual funds, ETFs, alternative investments, and custom indexing.

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.

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. 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, including in-house research and derivatives services.

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 with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wells Fargo Advisors. 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 support. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies with ongoing monitoring.

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 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moneta Group in various capacities since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 ongoing monitoring.

Derek Dolitsky is a financial advisor with Commonwealth Financial Network in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at D&B Strategic Wealth and SYNC National Logistics LLC. Outside of his advisory work, he has provided driving services for Lyft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in implementing portfolios through both internal and external management options.

Shannon Lewis is a financial advisor at &PARTNERS with 33 years of industry experience. Lewis holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a combination of investment advisory and brokerage services, employing both proprietary and third-party investment strategies through platforms like Envestnet.