Marco Nesrallah Ferrari is an advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with no prior industry experience. His work background includes roles at Focus Partners Wealth, as well as positions at Uber, DoorDash, Lyft, and several other businesses. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joshua Erni is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He previously worked for Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management consulting. The firm employs both discretionary and non-discretionary strategies, utilizing mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by an Investment Strategy Committee.

Ryan Robinson is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and four years of industry experience. He has worked at several firms including Edward Jones, MassMutual Life Insurance Co, MML Investors Services, LLC, and Park Avenue Securities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Alec Roussin is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has experience working at Moneta since 2022 and previously worked at RSM US LLP. 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 allocations with ongoing monitoring.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &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 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Rebecca Craig is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, Buckingham Strategic Wealth, Mass Mutual Investors Services, Massmutual Life Insurance Co, Atalante Advisors, and Guardian Life. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds, alongside specialized tools and legacy strategies.

Edward O'Neal is a Series 66-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He has worked at Benjamin F. Edwards since 2015. Outside of his advisory role, he is also the owner of a rental property in St. Louis, Missouri. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services using a variety of strategies and actively monitors model portfolios through an Investment Strategy Committee.

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Zachary Han is a CFP® at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Joseph Sheehan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO. 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 offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013, following a brief tenure at Wells Fargo Clearing. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory programs and services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and customized consulting and retirement planning.

Stephen Wiechel is a CFP®-certified financial advisor with 19 years of industry experience, currently with Focus Partners Wealth, LLC since 2024. Prior to Focus Partners, he spent 17 years at Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC. His background also includes a role with Securian Financial Services, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a variety of 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 within an enhanced open architecture framework.

Charles Mueth is a CFP® professional with five years of experience in the financial advisory industry. He has worked primarily at Moneta Group Investment Advisors, LLC since 2018, with a brief tenure at Rubin Brown in 2019. Based in St. Louis, MO, he combines his firm experience with his credential to serve clients. 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 and an open-architecture investment process focused on asset allocation and manager due diligence, offering a range of services from portfolio management to specialized concierge offerings.

Gregory Finke is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, MassMutual, and Stewardship Capital. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive 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 within an enhanced open architecture framework.

Jordan Hatfield is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners 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 within an enhanced open architecture framework.

Anthony Aiazzi is a CFP® and CFA® with 11 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2016. Based in St. Louis, MO, he has spent his entire advisory career at Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients. The firm employs a partner-led team approach with centralized investment support and an open-architecture selection process emphasizing asset allocation and manager due diligence. Moneta also offers a range of services including portfolio management, financial planning, family office services, and specialized offerings for clients with complex needs.

Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.