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 several firms including Precision Wealth Strategies, Girard Advisory Services, and Mercer Global Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party separate account managers when appropriate.

Matthew Mckeand is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Clearing. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and diverse portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at TD Ameritrade and Central Bank of Boone County. Before entering the financial industry, he worked for seven years at Slacker's CD's and Games. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing portfolio oversight.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in St. Louis, MO, she has been with Benjamin F. Edwards since 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management solutions using both firm-developed and third-party model strategies.

Kara Hughes is a financial advisor with Focus Partners Wealth, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2024, she worked at TDAmeritrade/Charles Schwab from 2020 to 2024 and has experience in the service and hospitality sectors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis alongside various investment strategies.

Benjamin Edwards IV is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 63 designation with 39 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Outside of his advisory role, he serves as a director of Cass Information Systems and is a board member of his local homeowners' association in Naples, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with oversight from an Investment Strategy Committee.

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 18 years of industry experience. She holds a Series 65 designation and has been with The Colony Group, LLC since 1999. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an “enhanced open architecture” framework that integrates active and passive strategies, private funds, and separate account managers.

Matthew Schaller is a CFP®, CFA®, and Series 63-licensed advisor with 10 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. Based in St. Louis, MO, Schaller provides financial advisory services within an enterprise firm setting. 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.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 across various asset classes.

Katelyn Stevens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards offers a range of advisory programs, including discretionary and non-discretionary strategies, financial planning, and investment management consulting, utilizing a mix of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Abigail Allen is a financial advisor at &PARTNERS with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for nine years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform, and operates both as a registered investment adviser and broker-dealer with additional municipal advisory and investment banking activities.

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.

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, 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 across a variety of investment vehicles.

Matthew Redfering is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles in transportation, enterprise, and university recreation and wellness centers. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and utilizes third-party sub-advisers and technology to manage a broad range of assets.

Robert Schundler is a CFA® charterholder based in St. Louis, MO, with 20 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, 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 private funds and ETFs.

Corey Hendershot is a CFA® charterholder affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He has prior experience at Buckingham Strategic Wealth, where he worked for a total of seven years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.