Anita Muminovic is a Series 65-registered advisor with seven years of industry experience. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm that serves individual, high-net-worth family, family office, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Jeffery Yorg is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently affiliated with Focus Advisor Solutions, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. He serves as an adjunct professor teaching public finance at the University of Texas at Austin and is an alderman for the City of Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

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.

Elisabeth Talbot is a CFA® charterholder with 31 years of industry experience. She has been with The Colony Group LLC since 1991. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Bradley Graham is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, and has 21 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Commonwealth and Triad Financial Group in 2024. Graham is also the owner of BDGraham, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice-management services, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Hannah Buchman is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has held various roles including positions at Miami University and Legal Services of Eastern Missouri. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a range of investment strategies and third-party managers alongside direct portfolio management by its advisors.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Mark Heffernan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005, based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range 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 and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Jacob Stewart is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining Moneta, he held roles at The Colony Group, LLC and Buckingham Strategic Partners, LLC, and spent five years at Missouri State University. His background also includes management experience at Xpress Car Wash and Detail and involvement with the Affton Athletic Association. 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 a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Eric Schaefer is a CFP® and Series 65-licensed advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at firms including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He has also held roles in financial education at LoneStar Financial Education, LLC and taught at the University of Illinois. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Luby Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client objectives.

Katherine Parker is a Series 65 licensed financial advisor with nine years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2015, currently serving at their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Thomas Haug is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, 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 that combines active and passive strategies within an enhanced open architecture framework.

Christopher Kamykowski is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Mercer and Summit Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and operates with Partner-led Teams supported by a centralized Investment Department.

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. 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 operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 under an enhanced open architecture framework.

Alexander Ferguson is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc. and previously worked at L.M. Kohn & Company. Outside of his advisory role, he assists with tax and bill-paying services at Robert E. Ferguson & Associates. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, employing both strategic and tactical investment approaches across diversified portfolios.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated private funds.