Scott Perhacs is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Eagle Strategies since 2014. He also owns Perhacs Financial Strategies, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Anna Poppell is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at St. Louis Trust Company/Archbridge and Spire. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure with an open-architecture investment process that emphasizes asset allocation and manager due diligence.

Colin Place is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group and the Massachusetts Department of Revenue. Prior to his financial career, he spent time in education and other roles at Bucknell University and Wellesley Middle/High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

John Steffens is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Neal Albritton is a financial advisor with Integrated Wealth Concepts LLC in Creve Coeur, MO. He holds the ChFC® designation and has 20 years of industry experience, including roles at CWM, LLC, Cambridge Investment Research Advisors, and his own firm, Albritton Financial Services, Inc. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Sarah Bishop is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, with five years of industry experience. She holds a Series 65 designation and previously worked at Epic RPS for fourteen years before joining Moneta Group in 2021. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure with a centralized investments department and uses a multi-criteria selection process for asset allocation and manager due diligence.

Debra Light is a financial advisor at Mariner with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing customized portfolios through a combination of in-house research and third-party managers.

Matthew Pranschke is a CFP® professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. 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 using both active and passive strategies, alongside access to private funds and tailored financial solutions.

Jessica Hinkebein is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years before joining Moneta Group, where she has been since 2021. Moneta Group Investment Advisors serves a range of clients, including high-net-worth individuals, families, family offices, and institutional entities such as retirement plans and endowments. The firm employs a Partner-led team approach supported by a centralized Investments Department and uses a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jacob Allaman is a CFP® professional with seven years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014, currently based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Madeline Sabo is a CFP® professional with two years of industry experience, currently with Moneta Group Investment Advisors, LLC. She has prior experience at JP Morgan and True North Advisors, LLC. 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 and a multi-criteria selection process supported by centralized investments and due diligence.

Jennifer Wiechel is a CFP® with 16 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Regions Investment Management, Inc., and AmSouth Asset Management, Inc. Focus Partners 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 that integrates active and passive strategies within an enhanced open architecture framework.

Frederick Macdonald is a CFP® and CFA® with 26 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC and Mintz Levin Financial Advisors LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior work includes positions at Evans & Dixon, LLC, the University of Missouri-Columbia, and various educational institutions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Peter Palumbo is a Series 66-licensed financial advisor with Oppenheimer in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, managing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jacob Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he co-founded and serves as COO of Wild M Brands, LLC, a manufacturing and consumer product sales company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house investment research team.

Benjamin Houseman is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to Eagle Strategies, he has been involved with Houseman Financial & Insurance Services LLC since 2015 and Nylife Securities LLC since 2012. He serves as Board Member President of the Society of Human Resource Management of Greater St. Louis. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice delivered primarily through non-discretionary management within an integrated structure connected to New York Life.

Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Susan Hanlon is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Buckingham Strategic Wealth, LLC, First Heartland Consultants, Inc., and Edward Jones. 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.