Shannon Lewis is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and 33 years of industry experience. Prior to joining &PARTNERS in 2025, Lewis worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2025. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary accounts, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Gary Goldberg is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 1999. In addition to his advisory work, he serves as president of Financial & Tax Strategies, Inc., a company focused on financial aid and tax advisory services, and holds a board director position with the Lakeview Homeowners Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs both discretionary and non-discretionary investment management approaches, utilizing fundamental, technical, bottom-up, and top-down analyses, and offers specialized services such as retirement-plan consulting and annuity sub-account management.

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® professional with 17 years of experience in the financial services industry. He currently works at Moneta Group Investment Advisors, LLC and has previously been employed by firms including Hill Investment Group Partners, Edward Jones, and M Holdings Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team structure, uses an open-architecture investment process emphasizing asset allocation and manager due diligence, and offers a range of services including portfolio management, financial planning, and family office support.

Brian Copeland is a financial advisor with Hightower Advisors holding a Series 66 license and 18 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously held positions at V Wealth Advisors LLC and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, supported by proprietary research and operational features such as monitoring and rebalancing.

Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private 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 experience in financial advisory services. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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 under an enhanced open architecture framework.

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 29 years of industry experience. He has held his current position since 2003 and previously worked at CIBC World Markets Corp. for one year. He serves as trustee for several family trusts, including one established under his parents' estate and the Stocke Family Revocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.

John Eric Hoemeyer is a CFP® with 37 years of industry experience, currently with Independent Financial Group, LLC. His prior experience includes roles at Royal Alliance Associates, Premier Financial Partners, LPL Financial, and WS Griffith Securities. He serves as a board member for the not-for-profit New Haven Care Center. 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 multiple platforms, combining strategic asset allocation with active and passive investment strategies.

Stephanie Miller is a Series 63 and Series 65-licensed financial advisor with nine years of industry experience. She is currently with Bankers Life Advisory Services, Inc. and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. She is based in Kirkwood, MO. 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 uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Joseph Frontczak is a CFP® and CFA® with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stifel. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework. The firm offers a broad range of services including financial and tax planning, retirement plan consulting, and access to private funds.

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®-certified financial advisor with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled 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.

Charles Moran is a CFP® with 16 years of industry experience and currently serves as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 at OSAIC Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Principal Financial Services, Eagle Strategies LLC, and New York Life. Outside of his advisory role, he serves as a board member for 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 retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.