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Daniel P

Series 66

Wildwood, MO

Benjamin F. Edwards & Company, Inc.

Daniel Parish is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards & Company, Inc. since 2015, with a brief period at National Planning Corporation from 2016 to 2017. Benjamin F. Edwards & Company, Inc. 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 consulting, and brokerage services, with managed solutions that combine proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Michael W

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Demos A

Series 63, Series 65

Clayton, MO

&PARTNERS

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix 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, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Patrick H

CFP®, Series 63

Brentwood, MO

Mariner

Patrick Howley III is a CFP® professional with 42 years of industry experience, currently advising at Mariner. He has held prior roles at Moneta Group Investment Advisors and Mariner Wealth Advisors, among others. Outside of his advisory work, he is co-owner and inventor at PatTom Ventures LLC, focusing on product development. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and it provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason G

Series 63, Series 65

Saint Peters, MO

Money Concepts Capital Corp

Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Paul W

Series 66

Town and Country, MO

Sanctuary Advisors, LLC

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing various analytical approaches and fiduciary practices.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Joseph S

Series 66

St. Louis, MO

Oppenheimer

Joseph Sell is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Edward Jones and seventeen years at Select Marketing. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Melinda M

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Melinda Mitchell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 and provides diversified, multi-asset allocations with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Michael H

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Conner H

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Kevin H

CFP®, Series 66

St. Louis, MO

Creative Planning

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Ally K

CFP®, Series 66, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Ally Kell is a CFP® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She previously worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. Kell is involved in nonprofit work as an advisory board member of the Affinia Healthcare Foundation and serves on the board of the Spirit of St. Louis Women's Fund, where she will be president starting in 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Lucas G

Series 66

Clayton, MO

&PARTNERS

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Ampersand Partners. Lucas is currently based in Clayton, MO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a mix of fundamental, technical, and quantitative strategies alongside both proprietary and third-party portfolios.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Joseph C

CFP®, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Joseph Cantalin is a CFP® credentialed financial advisor with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes five years at Wells Fargo Clearing before a brief retirement in 2021-2022. Benjamin F. Edwards & Company, Inc. 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, retirement plan consulting, and investment management consulting with proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Joseph M

CFP®, Series 63, Series 65

Chesterfield, MO

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Ashlee O

CFP®, Series 65, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ashlee Ogrzewalla is a Certified Financial Planner® with 14 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has held previous roles at firms including Pentegra Distributors, Inc., Purshe Kaplan Sterling Investments, and Cambridge Capital Management, LLC. Outside of her advisory work, she serves on the Board of Directors for the Youth & Family Center in St. Louis. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Talbot Q

Series 66

Clayton, MO

&PARTNERS

Talbot Quintero is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Wells Fargo Clearing for 10 years before joining \u0026PARTNERS in 2026. \u0026PARTNERS serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of analytical approaches and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Bradley D

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Sara C

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Lawrence R

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Lawrence Reed Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He previously worked at Edward Jones for five years before joining Benjamin F. Edwards in 2022. He holds the Series 66 designation and is based in St. Louis, 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 through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services, delivering both discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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