Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. 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 operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Susan Hanlon is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Buckingham Strategic Wealth, LLC, First Heartland Consultants, Inc., and Edward Jones. 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 combines active and passive strategies within an enhanced open architecture framework.

Christie Maclin is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 29 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and access to private and registered pooled vehicles. 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.

Madaline Creehan is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including The Colony Group, LLC, BAM Management LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and Brand Asset Management Group, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

Adam Schweizer is a Series 65 licensed advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC among other firms. Before his advisory career, he spent nine years in the Rockwood School District. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach combining active and passive strategies within a tax- and fee-sensitive framework and offers a range of financial, tax, and retirement planning services.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity, dedicating time to oversight duties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Diane Fredericks is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and U.S. Bancorp Investments, Inc. She is also involved in the sale and service of fixed insurance and annuities outside her advisory work. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third‑party manager programs using a variety of portfolio management approaches.

Tammy Courtney is a CFP® certificant with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at several firms, including Buckingham Strategic Wealth, LLC, where she has held roles since 2007 with a break between 2008 and 2010, as well as Morgan Keegan & Company, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside various specialized portfolio tools.

Margaret Mueller is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and has held roles at Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. Mueller is based in St. Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset types using Schwab’s research tools and standard asset allocation models.

Luke Hagerty is a financial advisor with Mariner Wealth Advisors holding a Series 65 designation and three years of industry experience. His prior roles include positions at Forward Through Ferguson and educational institutions such as Chicago Jesuit Academy and Loyola Academy of St Louis. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers, while providing integrated tax, accounting, and family office services uncommon at its enterprise scale.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Christina Keys is a CFP® with 15 years of experience in financial advising, currently with Focus Partners Wealth, LLC since 2024. Her prior roles include positions at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Chase Moceri is a CFP® and holds a Series 66 designation with five years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameriprise, UniGroup, and Missouri State University. Outside of his advisory role, he serves as an assistant coach for a high school hockey program. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended mix of active and passive strategies alongside access to private funds and customized portfolio management.

Dana Badgett is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for 26 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic questionnaires to recommend risk-based model portfolios implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. Miller has experience outside finance, including a role at the Alice Campbell Alumni Center and work in custom upholstery. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Blake Geisler is a financial advisor at Guardian Life with Series 66 designation and one year of experience. His work background includes roles at Napoli Bros Pizza and Pasta, Mi Lupita, Firehouse Subs, and the Rockwood School District. Guardian Life operates through Park Avenue Securities LLC, providing brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management with in-house and third-party model portfolios.

Ryan Matteo is a CFP® professional at Moneta Group Investment Advisors, LLC with three years of industry experience. He has been with Moneta since 2020 and previously spent time at Yale University. 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 structure and uses an open-architecture, multi-criteria process for investment selection and ongoing due diligence, providing a range of portfolio management, financial planning, and family office services.

Kurt Wunderlich is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. 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 that combines active and passive strategies within an enhanced open architecture framework.

Steven Cook is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Eagle Strategies in 2022, he worked at Cetera and Cetera Financial Specialists LLC for over two decades. Outside of finance, Cook is involved in managing two local bar businesses, SMC Ventures LLC (The Tavern @ Clifton Heights) and Stan-Ad Ventures LLC (KT's Saloon). Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.