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.

Adam Haas is a CFP® professional with Moneta Group Investment Advisors, LLC in St. Louis, MO. He joined Moneta in 2023 and has prior experience working in banking and the food service industry. 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 operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Patrick Jordan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at Wells Fargo Clearing, North Star Resource Group, and several other financial services firms. 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 centralized investment oversight and utilizes an open-architecture approach that emphasizes asset allocation and manager due diligence.

Jack Georges is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at World Wide Technology Raceway and has held roles at Indiana University Athletics and Westminster Christian Academy. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, employing a Partner-led team structure and a multi-criteria investment selection process.

Michael Stalnecker is a financial advisor with \&PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. Prior to joining \&PARTNERS in 2025, he worked at Oppenheimer from 2012 to 2025. He serves as a trustee for New City School, a nonprofit elementary school. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of strategies and third-party managers through its dual registration as a registered investment adviser and broker-dealer.

David Wiese is a financial advisor with Oppenheimer who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Oppenheimer, TD Ameritrade, Kohl's, and Southern Illinois University Edwardsville. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Chad Abel is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. His career includes 17 years at Ameriprise Financial Services, Inc., followed by roles at Securities America, Inc. and Arbor Point Advisors. He owns Abel & Associates, LLC, a firm that receives fees for securities services and manages related payroll. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing a mix of fundamental and technical strategies across discretionary and non-discretionary accounts.

Jackie Abels is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Abels also serves as co-trustee of a private family trust managing personal investments. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Travis Short is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at TD Ameritrade and Ditech Holding Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies with internal manager selection and oversight, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Nicholas Quarnstrom is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at the University of Missouri - Columbia and DeSmet Jesuit High School. 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 through an enhanced open architecture framework.

Austin Garber is a CFP® with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.