Benjamin Covington is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Focus Partners in 2026, he was with CIBC for two years and also worked in academic roles at the University of Dayton and Chaminade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative and fundamental analysis alongside specialized tools such as trend-following and options overlay strategies.

Daniel Findley is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009 after 14 years at Citigroup Global Markets. He also serves as co-trustee of the Daniel P. & Catherine D. Findley Revocable Living Trust. 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 provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Adam Link is a financial advisor at Mariner with two years of industry experience. He holds the Series 65 designation and has a background that includes roles at Missouri State University and several educational institutions. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable capabilities in integrated tax services and employer financial wellness solutions.

William Smith is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, as well as nine years at Madison Wealth Advisors, LLC. Outside of his advisory career, he operates a farming enterprise focused on cattle and row crops. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management 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.

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 42 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has extensive prior experience at Cornerstone Advisors, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio management and advisory services.

Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Mariner Wealth Advisors and its related entity MSEC, LLC since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Jones is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Proficient Wealth Strategies, Blueprint for Wealth LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he worked at Villa Antonio Winery and Gateway FS, Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Kuhlmann III is a financial advisor with Principal Financial Services based in Saint Charles, MO, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Principal Securities Inc since 2019 and is also the owner and president of Kuhlmann Financial Services Inc, a firm he has managed since 1991. Kuhlmann is active in insurance sales, offering a variety of health and life insurance products to individuals and groups through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings include direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Robert Hehmeyer is a CFP® with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. He previously worked at Moneta Group Investment Advisors, Inc. from 2019 to present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team approach, utilizing a centralized Investments Department and a multi-criteria selection process focused on asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management, financial planning, family office, and concierge services.

Seth Heisler is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of proprietary and third-party strategies on both discretionary and non-discretionary bases.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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 uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Martin is a financial advisor at &Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary accounts, utilizing a range of analytical methods and proprietary as well as third-party strategies.

Matthew Sallaberry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Enterprise Bank & Trust for twelve years before joining Moneta, where he has been since 2017. 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 specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring, with a client base that includes several uncommon institutional relationships.

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Buckingham Strategic Wealth, Stifel Nicolaus & Co Inc, and several other firms. Outside of his advisory roles, he spent time at the YMCA and the University of Missouri earlier in his career. 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 utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. 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 specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds a Series 66 credential and has worked at several firms including The Colony Group, Buckingham Strategic Wealth, HM Capital Management, Charles Schwab, Merrill, and Morgan Stanley Dw Inc. Focus Partners 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 within an enhanced open architecture framework.

Matthew Manies is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2019. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing Services and Edward Jones prior to joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third-party managers.