Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors since 2022, following tenure at Wells Fargo Clearing and Wells Fargo Advisors. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Joseph Sell is a Series 66-licensed financial advisor at Oppenheimer with seven years of industry experience. He previously worked at Edward Jones for six years and Select Marketing for seventeen years. Based in St. Louis, MO, Sell has been with Oppenheimer since 2024. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, supporting both discretionary and non-discretionary accounts.

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. 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 a centralized Investment Department and provides diversified, multi-asset allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. 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 and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ally Kell is a CFP® with nine years of experience in the financial services industry, currently an advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2024, she worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. She serves on the advisory board of the Affinia Healthcare Foundation and holds leadership roles with the Spirit of St. Louis Women's Fund, including President starting in 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment due diligence and utilizes a multi-criteria, open-architecture process for manager selection.

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ampersand Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions delivered through the Envestnet platform, and engages in a range of roles including municipal advisory and investment banking.

Joseph Cantalin is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients, offering both model-based and customized investment strategies.

Ashlee Ogrzewalla is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2022. Her prior experience includes roles at Pentegra Distributors, Inc., Pentegra Services, Inc., Purshe Kaplan Sterling Investments, and Mutual of America. She is a member of the Board of Directors for the Youth & Family Center in St. Louis, Missouri. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, supported by in-house trading and brokerage capabilities.

Bradley Dunajcik is a CFP® with three years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Edward Jones and Scottrade. 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 structure with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Sara Cooke is a CFP® professional with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Morgan Stanley. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Lawrence Reed Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at Edward Jones from 2016 to 2021. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, including mutual funds, ETFs, and separately managed accounts, combining ongoing due diligence with a mix of discretionary and non-discretionary services.

David Naert is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets since the mid-1990s. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive role as a qualified custodian and a notable use of commission-based advisory programs.

Jacob Ross is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and Kforce. 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 with an open-architecture investment process that emphasizes asset allocation and manager due diligence.

Lucas Gast is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 license and one year of industry experience. Prior to joining Moneta, he worked at KPMG for several years in various roles. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a Partner-led team approach supported by centralized investments and a multi-criteria manager selection process.

Gorge Estevez is a CFP® professional with nine years of industry experience, currently serving at MAI Capital Management, LLC since 2020. His prior roles include positions at Greenway Family Office, KForce, Krilogy Financial, and Saxony Securities. He holds Series 63 and Series 65 registrations. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Matthew Schwarz Jr. is a CFP® professional with five years of experience at Moneta Group Investment Advisors, LLC. His previous roles include positions at Renaissance Financial Corp and Securian Financial Services Inc. He also spent time working at the University of Missouri - Columbia and Mariner Wealth Advisors. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 and provides diversified, multi-asset allocation strategies along with specialized services such as trustee support and planning for professional athletes.

Patrick Kuster is a CFP® with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Blueprint Wealth Alliance, Voya Financial Advisors, and Zenith Marketing Group. Outside of his advisory work, he is involved with Fully Vested Advice, Inc., where he engages in research, writing, speaking, and consulting on financial, tax, and estate planning education for advisors and other professionals. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of services including portfolio management, financial counseling, and fiduciary consulting.

Stephanie Temporiti is a Series 65-licensed advisor at Hightower Advisors with 10 years of industry experience. She previously worked at Buckingham Strategic Wealth for eight years and Flourish Wealth Management Inc. for two years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include mutual funds, ETFs, alternative investments, and custom indexing.