Patrick Duff is a financial advisor at Moneta Group Investment Advisors, LLC with 30 years of industry experience. He has been with Moneta Group since 2005. Outside of his advisory role, he serves as treasurer on the boards of the Fellowship of Christian Athletes and Bethany Christian Services in St. Louis, positions he has held since the late 1990s. 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 multi-criteria investment selection process and provides specialized services for clients with complex needs.

Blake Bailey is a financial advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Securities America, and Arbor Point Advisor. Bailey is also involved with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and custody arrangements primarily through Schwab and Fidelity.

Stephanie Guerin is a CFP® with 27 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and The Planned Approach, Inc. She is also a member of Stellys Inc., a non-investment-related business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that emphasizes long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies, third-party managers, and private funds.

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

John Sullivan is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at various firms including Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners Wealth 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Clearing. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with comprehensive wealth management 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.

Kristina Ashworth is a CFP® with eight years of industry experience, currently with Moneta Group Investment Advisors, LLC. Her prior roles include positions at The Retirement Planning Group and Edward Jones, as well as experience outside finance at Bissinger's Handcrafted Chocolatier. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment solutions along with specialized services such as trustee offerings and planning for professional athletes.

Andrew Turnquist is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at TD Ameritrade and Central Bank of Boone County. Outside of finance, he was involved with Slacker's CD's and Games for seven years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Angela Elrod is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over 15 years at those firms before joining her current employer. Angela holds the Series 63 designation. 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 fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through various actively and passively managed portfolios monitored by an Investment Strategy Committee.

Kara Hughes is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at TDAmeritrade/Charles Schwab. Prior to her financial services career, she held various roles including at Cheddars Scratch Kitchen and MaidPro. Focus Partners 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, third-party managers, and private funds within an enhanced open architecture framework.

Benjamin Edwards IV is a Series 63-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He has been with the firm since 2008 and serves as a director of Cass Information Systems and a board member of his homeowners' association in Naples, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has been associated with The Colony Group, LLC since 1999. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide 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.

Matthew Schaller is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. 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 uses a partner-led team structure and a multi-criteria selection process that includes asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Jonathan Peckron is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Peckron is based in Saint Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, relying on standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Kurt Schafers is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with The Colony Group, LLC and has held a role at Buckingham Asset Management, LLC since 2014. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Katelyn Stevens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management using a variety of portfolio strategies monitored by an Investment Strategy Committee.

Abigail Allen is a financial advisor at &Partners with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years. &Partners serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts.

Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.