Brian Hires is a CFP® professional with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2021. He previously worked at Edward Jones for 16 years. Moneta Group Investment Advisors 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 emphasizes diversified, multi-asset allocations and ongoing monitoring.

Megan Rapplean is a CFP® with 11 years of experience in the financial industry. She has worked at Moneta Group Investment Advisors, LLC since 2020 and previously held roles at Correct Capital Wealth Management, LLC and Wells Fargo Advisors. In addition to her advisory work, she is licensed as an insurance agent and provides insurance services to clients. 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 a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

Katherine Wright is a financial advisor at &Partners with 14 years of industry experience. She holds a Series 66 credential and previously worked at UBS Financial Services for 10 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies delivered through the Envestnet platform.

Adam Haas is a CFP® professional with Moneta Group Investment Advisors, LLC in St. Louis, MO. He joined Moneta in 2023 and has prior experience working in banking and the food service industry. 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 operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Patrick Jordan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at Wells Fargo Clearing, North Star Resource Group, and several other financial services firms. 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 centralized investment oversight and utilizes an open-architecture approach that emphasizes asset allocation and manager due diligence.

Jack Georges is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at World Wide Technology Raceway and has held roles at Indiana University Athletics and Westminster Christian Academy. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, employing a Partner-led team structure and a multi-criteria investment selection process.

Michael Stalnecker is a financial advisor at &PARTNERS with 13 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for 13 years before joining &PARTNERS in 2025. He serves as a trustee for New City School, a nonprofit elementary school in St. Louis. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional investors. The firm combines broker-dealer and registered investment adviser functions, offering a range of portfolio management solutions that utilize fundamental, technical, and quantitative analysis.

David Wiese is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021. Prior to that, he was with TD Ameritrade and has experience in both financial services and retail sectors. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs a range of strategies including strategic and tactical asset allocation, with a distinctive approach that includes both discretionary and non-discretionary account management.

Chad Abel is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years and Arbor Point Advisors for 2 years. Abel is also the owner of Abel & Associates, LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing proprietary guidance and third-party platforms.

Jackie Abels is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-trustee managing a private trust with her spouse. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies, with customized investment policy statements and regular account reviews.

Nicholas Quarnstrom is a financial advisor at Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis with third-party managers and offers a diverse range of investment strategies and affiliated services.

Austin Garber is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He holds Series 63 and Series 65 licenses. Focus Partners Wealth serves a diverse range of clients including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a variety of wealth management, fiduciary, and sub-advisory services.

Rachael Derrico is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2026. Prior to joining Beacon Pointe, she worked at Commerce Bank for six years and held positions at Pioneer Medical Group, Starbucks, Vail Resorts, and St. Louis Community College/Goldfarb School of Nursing. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kent Meyer is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has three years of industry experience and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Stifel Nicolaus. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Constantinos Livaditis is a financial advisor at Oppenheimer in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Benjamin Covington is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at CIBC for two years and has academic experience spanning University of Dayton and Chaminade. Focus Partners Wealth serves a diverse range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers various wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers.

Daniel Findley is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. He serves as co-trustee of the Daniel P. & Catherine D. Findley Revocable Living Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

Adam Link is a financial advisor at Mariner with two years of industry experience. He holds the Series 65 designation and has a background that includes roles at Missouri State University and several educational institutions. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable capabilities in integrated tax services and employer financial wellness solutions.

William Smith is a CFP® with 11 years of industry experience and is currently with Focus Partners Wealth, LLC. He previously worked at Madison Wealth Advisors, LLC and Buckingham Strategic Wealth, LLC. Outside of financial advising, he operates a farming enterprise in Marceline Township, Missouri, where he raises cattle and grows row crops. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized investment offerings.

Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Mariner Wealth Advisors and its related entity MSEC, LLC since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax, accounting, and family office services alongside traditional portfolio management.