Raymond Chen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and also serves as president of Precision Insurance Services LLC, a company providing property, casualty, and health insurance services. Additionally, he is employed by the United States Postal Service, where he develops internal websites. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver its services, managing approximately $1.7 billion in regulatory assets under management.

Jack Cantalin is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory services such as strategic asset allocation and retirement consulting on both discretionary and non-discretionary bases.

Austin Schettler is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Severin Investments, TD Ameritrade, and Krilogy Financial. Prior to his advisory career, he was associated with Mizzou for four years. 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, blending active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies and provides both discretionary and non-discretionary portfolio management.

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 Series 66 licensed financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he held positions at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm provides a range of investment management and financial planning services through discretionary and non-discretionary wrap programs using strategies managed internally and by third-party managers.

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 at Focus Partners Wealth, LLC with 18 years of industry experience. He has worked at Buckingham Asset Management since 2007 and joined The Colony Group, LLC in 2024. Outside of his advisory role, Mr. Abner is president and partner of a family-owned snack foods business, Abner Snack Foods, Inc. Focus Partners serves individuals, high-net-worth 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 using a blend of active and passive strategies within an enhanced open architecture framework.

Eric Jessen is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including his current role at Stifel Trust Company, N.A. since 2021 and prior work at PNC Financial Corp. from 2018 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, 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.

Austin Vuichard is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Clearing Services. Focus Partners Wealth 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.

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. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He is also a 1099 agent for Bankers Life & Casualty Company, where he is appointed to write insurance products. Bankers Life Advisory Services, Inc. primarily serves 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 to tailor asset allocations and portfolios aligned with clients’ goals and risk tolerances.

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 Series 65 registered advisor with nine years of industry experience. He is currently with The Colony Group, LLC and has spent twelve years at Buckingham Strategic Wealth, LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate 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, alongside third-party managers and private funds.

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.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

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 Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2019, following roles at Stern Brothers & Co. and Edward Jones. Outside of her advisory role, she co-owns a local vinyl crafting business and fully owns a party tent rental company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations, offering comprehensive wrap programs and investment strategies supported by internal trading and oversight.