Matthew Clark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, Charles Schwab, and Edward Jones. 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’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, employing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

William Davis is a CFP® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2020. Prior to that, he was with Archford Capital Strategies and Deschaine & Company, L.L.C. Mr. Davis holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He is also active as an independent insurance agent, selling fixed insurance products and life insurance through Marathon Benefits Group. Voya Financial Advisors serves a diverse client base including individuals, institutions, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a large portion of assets held in non-discretionary arrangements and operates multiple program structures including Unified Managed Account wrap programs and third-party money manager access.

Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. She holds a Series 65 designation and has three years of industry experience. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, CIBC Private Wealth Management, Lowengaput Global Advisors, Regions Bank, and the United States Transportation Command. Focus Partners Wealth serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds under an enhanced open architecture framework.

Benjamin Gross is a financial advisor with Focus Partners Wealth, LLC in St. Louis, Missouri. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, BAM Advisor Services, and State Farm Insurance. He also spent four years affiliated with the University of Missouri - Columbia. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Teresa Hayes is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior roles include positions at U.S. Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. She is also a part owner and operator of a milkshake franchise through Bunny Bean & Bugs Holding Co LLC and serves on the board of a Special Education Foundation. Mariner serves a broad range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with notable capabilities in tax integration and administrative family office services.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Logan Reno is a CFP® professional with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He previously worked at Moneta Group Investment Advisors, LLC for eight years, followed by roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies through an enhanced open architecture framework.

Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

John Bradley is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. Prior to joining Hightower, he was involved with 59YEAH LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Susan Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Benjamin F. Edwards & Co since 2014. 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 corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing both strategic and tactical portfolio management monitored by an Investment Strategy Committee.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &Partners in Saint Louis, MO. He previously worked at Wells Fargo Clearing Services LLC for nine years and Commerce Bank for two years. &Partners serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan consulting through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a variety of analytical approaches and portfolio management options, supporting both discretionary and non-discretionary accounts.

Brannon Champagne is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. Prior to joining Moneta, he worked at Executive Partners, LLC and PricewaterhouseCoopers, LLP. 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, focusing on diversified, multi-asset allocations and ongoing monitoring.

Sean Ridley is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Morgan Stanley, U.S. Bancorp Investments, and GainSight. Ridley is based in St. Louis, MO. 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 approach with a centralized Investments Department, focusing on asset allocation and manager due diligence across an open-architecture platform.

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

Daniel Hartmann is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Thrivent Financial, CliftonLarsonAllen Wealth Advisors, and TD Ameritrade. Prior to his financial services career, he was employed by Major League Baseball Advanced Media and College Hunks LLC. 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 employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that combines active and passive strategies, third-party managers, and private funds.

Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.

Peter Racen is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Northwestern Mutual in various roles from 1999 to 2022. Outside of his advisory work, he serves on the finance committee of River City Church and is CEO of Crescendo Advisory, LLC, a firm specializing in training and mentoring wealth management advisors on exit planning and executive compensation. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses partner-led teams supported by a centralized investment department and provides diversified, multi-asset investment strategies alongside unique institutional and niche client services.