Shannon Lewis is a financial advisor at &PARTNERS with 33 years of industry experience. Lewis holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a combination of investment advisory and brokerage services, employing both proprietary and third-party investment strategies through platforms like Envestnet.

William Luster is a financial advisor with TIAA-CREF in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he worked at Edward Jones for five years and spent twenty years with Kimberly-Clark Corporation. He serves on the boards of the Fathers and Families Support Center, 100 Black Men of Metropolitan St. Louis, and the St. Louis County Library Foundation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

John Reagan is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Hill Investment Group and Cammon Company. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services through a Partner-led Team structure and a multi-criteria investment selection process.

Brian Copeland is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, previously holding positions at V Wealth Advisors LLC and LPL Financial. 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’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Michael Haber is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside firm-affiliated private and registered funds.

Matthew Erker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2012. 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 a centralized Investments Department and utilizes a multi-criteria selection process with ongoing due diligence, managing proprietary multi-strategy vehicles and specialized services for clients with complex needs.

Elliot Dole is a CFP® professional with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Dustin Gaj is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Amundi Distributor US, Inc. and various PNC entities. He serves as a director on the St. Louis Planned Giving Council board and as treasurer for the local council of the St. Louis Boy Scouts. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses a discretionary, customized investment approach supported by an internal team and third-party managers, with integrated tax and accounting services and specialized operational capabilities.

Richard Stocke Jr. is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2003. In addition to his advisory role, he serves as trustee for multiple family trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic asset allocation, manager selection, and various investment strategies, offering both discretionary and non-discretionary management programs.

Brandon Brindley is a financial advisor at Schwab Wealth Advisory, Inc. with five years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Co., Inc., TD Ameritrade, and other firms. Outside of his advisory work, he coaches pickleball players at various skill levels through Vetta Racquet Sports, organizing leagues and clinics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and financial planning using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

John Eric Hoemeyer is a CFP® with 37 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and previously worked at Royal Alliance Associates, Inc. and Premier Financial Partners, LLC. Hoemeyer serves as a board member for a not-for-profit nursing home facility. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm delivers customized investment strategies through a combination of in-house and third-party models and operates both as a registered investment adviser and an active broker-dealer.

Stephanie Miller is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she maintains ownership of an inactive business consulting LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor portfolios according to clients' goals and risk tolerances.

Joseph Frontczak is a CFP® and CFA® with 13 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy with a focus on enhanced open architecture, combining fundamental and quantitative analysis alongside various investment vehicles and affiliated service offerings.

Jerrod Anderson is a CFP® and CFA® professional with eight years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2023. Prior to this, he spent five years at Edward Jones and also held positions at Washington University. Outside of his advisory role, he is the owner and manager of First Cast Holdings LLC, an LLC involved in passive real estate investment. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and foundations. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and a multi-criteria selection process.

Kara Harmon is a CFP® professional with 21 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2005, currently serving as an advisor in their St. Louis, MO office. 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 Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Maryann Vognild is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, GreenCourse Financial Advisors, LLC, and Crown Capital Securities, LP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework that combines active and passive management across various investment vehicles.

Charles Moran is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and various alternative strategies.

Aaron Ziska is a financial advisor at MAI Capital Management, LLC in St. Louis, MO, holding CFP®, CFA®, and Series 65 credentials with 11 years of industry experience. He previously worked at Greenway Family Office from 2014 to 2020 before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages diverse investment strategies and offers solutions including trust administration and insurance services, with $72.3 billion in assets under management as of May 31, 2026.

Darren Washington is a financial advisor with OSAIC Institutions, Inc. in Creve Coeur, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Principal Financial Services, Eagle Strategies LLC, and New York Life Insurance Co. He serves as a board member of Washington Metropolitan, Inc., an organization focused on affordable housing in St. Louis, and participates on finance committees for Rosati-Kain Academy and The Wilson School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

Phillip Crawford is a CFP® professional with six years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.