Margaret Mckinney is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Outside of advisory work, she operates an online stationery store specializing in cards for special occasions. 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 employs a Partner-led team structure with a centralized Investments Department, utilizing an open-architecture, multi-criteria selection process for investment decisions.

Lauren Kane is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. \u0026PARTNERS serves individual and institutional clients, including high‑net‑worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by a range of advisory and brokerage capabilities.

Dawn Boyer is a financial advisor at &PARTNERS with 31 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2025, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is an owner and shareholder of a family-owned railroad construction company. &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 variety of investment strategies and provides services through both registered investment adviser and broker-dealer registrations.

Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Jacob Sullivan is a CFP® professional with 17 years of experience in the financial services industry, currently serving at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved in community organizations such as the Jeff Sullivan Memorial Foundation, which he co-founded, and serves on the finance committee for Citizens Against Domestic Violence. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Hannah Mc Daniel is a Series 65–licensed financial advisor with four years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel for six years. Based in St. Louis, MO, she has focused her career on investment advisory services. 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 employs a partner-led team approach with centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Derek Wilton is a CFP® with 10 years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp. He also serves as a trustee of several family-related trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

Kieran Favazza is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Focus Partners Advisor Solutions, Midtown Mercantile LLC, and Saint Louis University, as well as involvement with Favazza's, Inc. from 2022 to 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. His background includes roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball teams along with Webster University. 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.

Noah Langdon is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners, he held positions at the University of Missouri - Columbia and CSI Leasing. 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 various analytical tools and legacy strategies.

Thomas Briggs is a financial advisor at Steward Partners Investment Advisory, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Inc., Plaza Advisory Group, Inc., and Royal Alliance Associates, Inc. He is also president of Plaza Advisory Group, Inc., a support company based in St. Louis. 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 comprehensive investment advisory and financial planning services through a range of personalized and third-party managed portfolio solutions.

Bradley Bauer is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, using various analytical methods and third-party strategies.

Ryan Martin is a CFP® with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds Series 63 and Series 65 registrations. 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 structure and a multi-criteria selection process that emphasizes asset allocation and manager due diligence.

John Armstrong is a CFP® professional with two years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Prior to his advisory role, he worked for five years at Lohr Distributing. 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 a centralized Investment Department and is noted for its diversified, multi-asset allocation strategies and unique institutional client relationships.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. 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 employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Anita Muminovic is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. She holds a Series 65 credential and has seven years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jeffery Yorg is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Partners, and Gurtin Fixed Income Management. In addition to his advisory work, he is an adjunct professor teaching public finance at the University of Texas at Austin and serves as an alderman in Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested model portfolios and discretionary fixed‑income management, serving approximately 33,000 clients with about 42 advisors and managing roughly $41 billion in assets.

Craig Venard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm in 2026. Outside of advising, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a mix of firm- and third-party models, employing both passive and active investment strategies tailored to client risk profiles.