Phillip Crawford is a CFP® professional with six years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Brandon Mallinckrodt is a CFP® professional with 17 years of industry experience. He is currently with &Partners, LLC, having joined the firm in 2024. His prior roles include positions at UBS Financial Services, Jag Capital Management, and Kennedy Capital Management. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers a range of investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis, along with both proprietary and third-party strategies.

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Edward Walter is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has prior experience at Knights of Columbus Asset Advisors, U.S. Bank, and Edward Jones. 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 more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

Kathleen Marsden is a CFP® professional with 12 years of industry experience. She currently works at The Colony Group, LLC and previously spent 10 years at Buckingham Strategic Wealth, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC 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 that combines active and passive strategies within an enhanced open architecture framework.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Wells Fargo Clearing. Outside of his advisory work, Mackie serves as Treasurer on the board of the John W. Barriger III National Railroad Library, a significant railroad history collection. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage portfolios using various strategies and platforms, offering both discretionary and non-discretionary account management.

Nicholas Pavlishin is a CERTIFIED FINANCIAL PLANNER™ professional with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior roles include positions at Merrill Lynch and Sincere Financial. 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 with a focus on asset allocation and manager due diligence, alongside specialized services for clients with complex needs.

Leland Kraus is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Kraus holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to deliver tailored recommendations. The firm is affiliated with Charles Schwab & Co. and serves clients through a high-touch approach that involves annual reviews and guidance on a range of investment options.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Raymond Chen is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 12 years of industry experience. He also serves as president of Precision Insurance Services LLC, a company that provides property, casualty, health, and other insurance services. Additionally, he has worked for the United States Postal Service since 2008 in a programming role. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of fee-based and commission-based investment programs, combining proprietary and third-party model portfolios to meet different client needs.

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®-designated financial advisor with five years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. He has previously worked at The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, Krilogy Financial, and spent four years at Mizzou. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing 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 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 the Series 66 designation and has previously worked at Wells Fargo Clearing and Wintrust Investments LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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 two years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

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.