Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he spent four years at the University of Missouri - Columbia and four years with the St. Louis Cardinals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. 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 Venezia is a CFP® and CFA® charterholder with 19 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. Prior to that, he spent 13 years at Scottrade Inc. and one year at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Patrick Duff is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Moneta Group since 2005. Outside of advising, he serves as treasurer on the boards of Fellowship of Christian Athletes and Bethany Christian Services, roles he has held since the late 1990s. Moneta Group Investment Advisors serves a range of 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 with centralized investment oversight and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Blake Bailey is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise and Arbor Point Advisor. He is also involved with AB Wealth Management as an advisory representative. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and retirement planning services, utilizing varied strategies and platform integrations to support client needs.

Stephanie Guerin is a CFP® with 27 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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 with third-party managers and private funds.

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners 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 within an enhanced open architecture framework.

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wells Fargo Clearing, and MML Investors/Capital Financial Group. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Kristina Ashworth is a CFP® with eight years of industry experience, currently with Moneta Group Investment Advisors, LLC. Her prior roles include positions at The Retirement Planning Group and Edward Jones, as well as experience outside finance at Bissinger's Handcrafted Chocolatier. 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 and provides diversified, multi-asset investment solutions along with specialized services such as trustee offerings and planning for professional athletes.

Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at TD Ameritrade and Central Bank of Boone County. Outside of financial services, he was involved with Slacker's CD's and Games for seven years. 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 advisory programs, financial planning, retirement consulting, investment management, brokerage services, and certain M&A advisory services.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 63 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, she spent eight years with Wells Fargo Clearing. 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 advisory programs and investment management solutions, combining proprietary strategies with third-party models alongside in-house equity and fixed-income portfolios.

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has a background that includes roles outside finance prior to her advisory 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Benjamin Edwards IV is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Edwards serves as a director of Cass Information Systems and is a board member of his local homeowners' association. 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, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 25 years at The Colony Group, LLC. 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 investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Matthew Schaller is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. 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 uses a partner-led team structure and a multi-criteria selection process that includes asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Carol Henrick is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2011. Outside of her advisory role, she assists her disabled sister with travel and daily activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Jonathan Peckron is a CFP® professional with 16 years of experience in financial advisory. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.