Grant Koentz is a financial advisor at &Partners with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wintrust Investments LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Matthew Midgett is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. 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, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christopher Folz is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at TD Ameritrade, Pennymac, Citimortgage, and Banc Of America Investment Services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including proprietary research and market roles such as swap dealing and futures commission merchant services.

Jonathan Abner is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He has worked at Buckingham Asset Management since 2007 and joined The Colony Group, LLC in 2024. Outside of his advisory role, Mr. Abner is president and partner of a family-owned snack foods business, Abner Snack Foods, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Eric Jessen is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including his current role at Stifel Trust Company, N.A. since 2021 and prior work at PNC Financial Corp. from 2018 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Austin Vuichard is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, Buckingham Strategic Wealth, DiSys, and Wells Fargo Clearing Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing 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.

Nawar Alhariri is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Citigroup, NYLIFE Securities, New York Life Insurance Co., and Stifel. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm employs a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 66 and Series 63 credentials and having five years of industry experience. He has worked with affiliated firms Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2010. Outside of advisory work, he is a 1099 agent for Bankers Life & Casualty, focusing on insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Gene Diederich is a CFP® with 28 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2009. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of Aligned Equity Group, a private partnership focused on senior living facilities, and is a board member of Global Prairie Marketing, LLC, a marketing and public relations firm. 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 employs a partner-led team model supported by centralized investment research and provides diversified, multi-asset allocation strategies along with specialized services including trustee offerings and planning for professional athletes.

Tyler Hunter is a Certified Financial Planner® with nine years of industry experience. He is currently with The Colony Group, LLC and was previously with Buckingham Strategic Wealth, LLC for ten years. Hunter holds a Series 65 registration and is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michelle Beattie is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with Moneta Group since 2015. Moneta Group serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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 offers diversified, multi-asset allocations alongside specialized services such as planning for professional and developing athletes.

Bradlee Jacobs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC in various capacities since 2011. The firm serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes and trustee services through an affiliated chartered trust company.

Gwendolyn Taylor is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2019. She previously worked at Stern Brothers & Co. and Edward Jones. Outside of her advisory work, Taylor co-owns Olive Vinyl Creations and fully owns Taylored Tents, a party tent rental business, both located in Kirkwood, 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. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that integrate proprietary strategies and third-party models.

Jeffrey Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Benjamin F. Edwards since 2013 and previously worked at Edward Jones for three years. Outside of his advisory role, he serves as secretary on the executive board of Westborough Country Club in St. Louis, assisting with club management decisions. 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, and brokerage services, utilizing proprietary strategies and third-party models to deliver both discretionary and non-discretionary managed solutions.

Matthew Marting Sr. is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Marting Financial, where he engages in insurance-related activities. 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 services, plan-level investment advice, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.

Brian Hires is a CFP® professional with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2021. He previously worked at Edward Jones for 16 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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.

Megan Rapplean is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Moneta Group Investment Advisors, LLC and has previously worked at Correct Capital Wealth Management and Wells Fargo Advisors. Megan also holds a role as an insurance agent serving clients of Correct Capital with insurance needs. 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’s investment approach involves a partner-led team, centralized investment oversight, and an open-architecture selection process that includes manager due diligence and proprietary multi-strategy funds.

Katherine Wright is a financial advisor at &Partners with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining &Partners in 2024. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.