Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Geoffrey Bowers is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Fidelity Brokerage Services and Ameriprise Financial Services. Outside of his advisory work, he has been involved in non-investment related real estate ownership since 2008. 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 supported by centralized investment research and utilizes an open-architecture selection process focused on asset allocation and manager due diligence.

Joshua Tarr is a CFP® and Series 66 credentialed advisor at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2018 and previously held roles at Mutual Advisors, LLC, Mutual Securities, Inc, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Mallory Harrell is a Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, as well as earlier experience at AG Industries. 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 within an enhanced open architecture framework.

John Morard is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Arathi Consulting, Severin Investments, and US Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Haider Yousif is a financial advisor with Schwab Wealth Advisory in Saint Louis, MO, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator, participating in arbitration panels on a voluntary basis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations while clients retain final trading decisions.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Sandra Pourcillie is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. She previously worked at Ascent Investment Partners, LLC for eight years. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Beth Engel is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation. She has previously worked at Wells Fargo Private Bank, Fifth Third Private Bank, BMO Bank, NA, and Torch Law. Engel is based in St. Louis, MO and has one year of experience with her current firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure and an open-architecture investment process that includes manager due diligence and proprietary multi-strategy vehicles.

David Curtis is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds the Series 63 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Blake Steele is a financial advisor at Creative Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following a two-year tenure at Edward Jones. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and integrated retirement plan services.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Matthew Ring is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2011. He holds the Series 63 designation and 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

James Chalmers is a CFP® professional with 10 years of experience in financial advising, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015 in various roles. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Kyle Marra is a CFP® professional at Moneta Group Investment Advisors, LLC with five years of industry experience. He has been with Moneta since 2017 and previously worked at Kansas State University. Based in St. Louis, MO, Marra’s background includes both advisory and academic roles. 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 uses a partner-led team approach and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Jacob Mercer is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, and Fidelity. Mercer has been with Mariner Wealth Advisors since 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.