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Daniel F

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Daniel Fuhrig is a CFP® with 10 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior work includes positions at Smith, Moore & Co. and Bass Pro Shops, where he also worked as a sales associate. Fuhrig serves on the Board of Directors for the Mountain Lake Hunting & Fishing League, overseeing the club's investments. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach to investment decisions, utilizing an open-architecture selection process and managing proprietary multi-strategy funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Brian M

Series 66

Brentwood, MO

Hightower Advisors

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Robert S

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Robert Swieterman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having joined in 2023. His prior roles include positions at Cetera Investment Services, Cetera Investment Advisors, Regions Bank, and Fifth Third Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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 emphasizes diversified, multi-asset allocations and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Mary R

Series 63, Series 65

St Louis, MO

Empower Advisory Group

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated platform tied to Empower’s recordkeeping and administrative services.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Zachary H

CFP®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Zachary Han is a CFP® at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Douglas S

Series 63, Series 65

St. Louis, MO

Oppenheimer

Douglas Standish is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Joseph S

CFP®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Joseph Sheehan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO. 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 offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Tanner S

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Tanner Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for six years at SSM Health. He holds a Series 66 designation. 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 provides a range of investment management and consulting services, offering both discretionary and non-discretionary solutions that combine proprietary strategies and third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Stephen W

CFP®, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Stephen Wiechel is a CFP® professional with 20 years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC for 17 years, and had a brief tenure at Securian Financial Services, Inc. in 2006. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Charles M

CFP®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Charles Mueth is a CFP® professional with five years of experience in the financial advisory industry. He has worked primarily at Moneta Group Investment Advisors, LLC since 2018, with a brief tenure at Rubin Brown in 2019. Based in St. Louis, MO, he combines his firm experience with his credential to serve clients. 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 approach and an open-architecture investment process focused on asset allocation and manager due diligence, offering a range of services from portfolio management to specialized concierge offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Tymothy M

Series 66

O'Fallon, IL

First Command Advisory Services

Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Gregory F

CFP®, Series 65, Series 63

St. Louis, MO

Focus Partners Wealth, LLC

Gregory Finke is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024 after roles at Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and prior independent advisory and insurance services. Finke is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jordan H

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Jordan Hatfield is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering discretionary and non-discretionary investment management, financial and tax planning, and other financial solutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Patrick U

CFP®, Series 63

Clayton, MO

&PARTNERS

Patrick Unnerstall is a CFP® with 27 years of industry experience. He currently works at &Partners and previously spent 25 years at Edward D. Jones & Co., L.P. He serves as 1st Vice President on the board of the Washingtons Lion Club, a community service organization. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of fundamental, technical, and quantitative strategies, managing accounts through both in-house advisors and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Anthony A

CFP®, CFA®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Anthony Aiazzi is a CFP® and CFA® with 11 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2016. Based in St. Louis, MO, he has spent his entire advisory career at Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients. The firm employs a partner-led team approach with centralized investment support and an open-architecture selection process emphasizing asset allocation and manager due diligence. Moneta also offers a range of services including portfolio management, financial planning, family office services, and specialized offerings for clients with complex needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Matthew C

CFP®, Series 66, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Clark is a CFP® with 13 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Charles Schwab, and Edward Jones. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Perry S

Series 66

Clayton, MO

&PARTNERS

Perry Stubbs II is a financial advisor at \u0026PARTNERS with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining \u0026PARTNERS in 2024. \u0026PARTNERS serves a diverse client base that includes individuals, institutions, and high-net-worth entities, 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 management using both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert M

Series 63, Series 65

Saint Louis, MO

Private Advisor Group, LLC

Robert Markham is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JBL Financial Services Inc, LPL Financial, and Aldi's. Before entering the financial sector, he spent nine years as an independent contractor and personal trainer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party TAMPs and investment managers.

Annuities Founder/Business Owner
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Jefferey P

Series 63, Series 65

Saint Louis, MO

VOYA Financial Advisors, Inc.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company from 2010 to 2017. He is also active as an independent insurance agent specializing in fixed insurance products and life insurance. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, providing a mix of non-discretionary and discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher R

Series 63, Series 66

Clayton, MO

&PARTNERS

Christopher Ross is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Wells Fargo Clearing and Chase Investment Services Corp. He joined &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, providing investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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