Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with &Partners since 2023. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a range of fundamental, technical, and quantitative strategies with oversight through platform-based and third-party manager options.

Joseph Cantalin is a CFP® professional with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a brief retirement in 2021-2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and by third parties.

Joseph Mcculloch Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2019. Prior to joining Cetera Planning Partners, he worked at Bank of America and Merrill from 2014 to 2019. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Ashlee Ogrzewalla is a CFP®-designated financial advisor with 14 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. Her prior experience includes roles at Pentegra Distributors, Inc., Pentegra Services, Inc., and Purshe Kaplan Sterling Investments. She serves on the Board of Directors for the Youth & Family Center in St. Louis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services, utilizing strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

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® with 17 years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. Her prior experience includes roles at The Colony Group, Buckingham Asset Management, and Morgan Stanley. Focus Partners 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 within an enhanced open architecture framework.

Lawrence Reed Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for five years before joining Benjamin F. Edwards. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a variety of managed strategies and maintaining custody and execution services uncommon among peers.

David Naert is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets since the mid-1990s. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

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 previously worked at Wells Fargo Clearing Services for six years before joining Moneta. Ross is based in St. Louis, MO. 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 concierge offerings, utilizing a partner-led team approach and a multi-criteria selection process focused on 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® professional with 14 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 management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

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.

Dylan Wardenburg is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. Prior to joining Hightower in 2022, he spent time as a student and was unemployed for one year. He serves on the Lutheran Family and Children Services Young Professionals Board in St. Louis, focusing on development and public relations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Michael Peek is a CFP® professional with eight years of experience, currently serving at Moneta Group Investment Advisors, LLC since 2014. He 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 employs a Partner-led Team model with centralized investment support and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Travis Mooney is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kennedy Capital Management, Carmax, Home Depot, and Windsor High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Samuel Hill is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wells Fargo Advisors. 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 support. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies with ongoing monitoring.

Mitchel Pagano is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Summit Financial, LLC and Private Client Services. Outside of advising, he has been involved with TAP Consulting LLC dba Genex Consulting and held roles at Missouri State University and Waterway Cash Wash. 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Derech Bachmann is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Charles Schwab, J.P. Morgan Securities, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.