Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. 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 operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. 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 investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alexander Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for nine years. Ferguson also assists with tax and legal matters through a family-associated corporation. 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 over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models and managing both discretionary and non-discretionary solutions.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated private funds.

Ashley Black is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns and operates a photography business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and other advisory services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers municipal advisory services alongside traditional investment management.

Kevin Grogan is a CFP®, CFA®, and Series 65-designated advisor with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC from 2007 to 2024. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework.

Peter Dolan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Plaza Advisory Group Inc., along with roles at Raymond James Financial Services, Inc. and Steward Partners entities. He is also an author and serves as an insurance agent, as well as a passive investor in a farming company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Clyde Pilkington is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining \u0026PARTNERS. Pilkington is also a member of an investment club, Our Gang Investment Syndicate, based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a variety of strategies and platforms, and maintains dual registration as a registered investment adviser and broker-dealer.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years and LPL Financial for three years. He is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Sean Sweeney is a financial advisor at OSAIC Institutions, Inc. with a Series 66 designation and roughly one year of industry experience. His prior work includes roles at First Bank, Central Bank of Boone County, and American Income Life Insurance. Outside of finance, he has been involved with Columbia Youth Lacrosse and has worked in the restaurant and automotive sectors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that includes significant non-discretionary assets and third-party manager arrangements.

Robert Bertman is a CFP®, CFA®, and holds a Series 63 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Eidelman Virant Capital, and operated a budgeting service called Family Budget Expert that provided budgeting services to legacy families and involved ownership of related intellectual property. Focus Partners Wealth 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 using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Warren Terry is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ampersand Partners, Wells Fargo Clearing, and Merrill. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Stifel and Foreside Financial Services. She also serves as a Regional Director at Focus Partners Advisor Solutions, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers model portfolios, fixed-income sub-advisory, and retirement plan investment management, combining enterprise scale with a focused advisor base to serve a large client and asset load per advisor.

Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His work history includes roles at The Colony Group, Buckingham Strategic Wealth, and Wealth Ambassadors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Lukas Noll is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, including discretionary management and model-based strategies through proprietary and third-party platforms.

Bailey Gilliam is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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 with centralized investment oversight and an open-architecture selection process focused on asset allocation and manager due diligence.