Jack Cantalin is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Austin Schettler is a CFP® professional with four years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, and Krilogy Financial. His background also includes four years at the University of Missouri. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers, while offering a broad platform of wealth services and affiliated product relationships.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. 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 emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Grant Koentz is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has prior work history with Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions through the Envestnet platform and NFS clearing arrangements.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. 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 a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Matthew Midgett is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. He holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with periodic strategic reviews.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan Abner is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Outside of his advisory role, he serves as president and partner of Abner Snack Foods, Inc., a family-owned business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Eric Jessen is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including roles at Stifel Trust Company, N.A. and PNC Financial Corp. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers integrated wealth services across a broad advisory platform.

Austin Vuichard is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, DiSys, Wells Fargo Clearing Services, and Wells Fargo Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, private funds, and mutual funds.

Nawar Alhariri is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has five years of industry experience, including roles at New York Life Insurance Co., Citigroup, Stifel, and currently Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs utilizing both proprietary and third-party models.

Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. He has worked with Bankers Life Securities, Inc. since 2021 and is also a 1099 agent for Bankers Life & Casualty, Inc., where he is appointed to write various insurance products. Outside of his advisory work, Fleming owns multiple rental properties. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Gene Diederich is a CFP® with 28 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2009. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of Aligned Equity Group, a private partnership focused on senior living facilities, and is a board member of Global Prairie Marketing, LLC, a marketing and public relations firm. 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 employs a partner-led team model supported by centralized investment research and provides diversified, multi-asset allocation strategies along with specialized services including trustee offerings and planning for professional athletes.

Tyler Hunter is a CFP® and holds a Series 65 license, currently serving with Focus Partners Wealth, LLC. He has nine years of industry experience and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various alternative strategies, supported by an extensive network of affiliated service companies.

Michelle Beattie is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with Moneta Group since 2015. Moneta Group serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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 offers diversified, multi-asset allocations alongside specialized services such as planning for professional and developing athletes.

Bradlee Jacobs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC in various capacities since 2011. The firm serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes and trustee services through an affiliated chartered trust company.

Gwendolyn Taylor is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. She previously worked at Stern Brothers & Co. and Edward Jones. Outside of her advisory role, she co-owns Olive Vinyl Creations, a local vinyl crafting business, and owns Taylored Tents, a party tent rental service in Kirkwood, MO. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, offering a range of model-based and customized investment strategies supported by in-house trading and third-party managers.

Jeffrey Wolfe is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 15 years of industry experience. Wolfe serves as a board member and secretary on the executive committee of Westborough Country Club, participating in management decisions and financial oversight. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies combining firm-developed and third-party models.

Matthew Marting Sr. is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Marting Financial, where he engages in insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.