Grant Heutel is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Buckingham Strategic Wealth, LLC. His background also includes roles at Principal Securities, Inc., Schuster Financial Services, and the University of Missouri Columbia. Focus Partners Wealth serves individual, high-net-worth, family office, 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 with consultant-derived market assumptions and third-party managers.

Daniel Stockenberg is a financial advisor at Moneta Group Investment Advisors, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and providing a range of services from portfolio management to family office support.

Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advisory work, Bitz serves as a volleyball coach for the Rockwood School District and also works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and retirement plan consulting with investment strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.

Ashley Brooks is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Brooks has experience that includes both advisory and financial services roles spanning several firms in the St. Louis area. Focus Partners Wealth serves a diverse client base 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 combines fundamental and quantitative analysis with access to third-party managers and alternative investment strategies.

Judy Rubin is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Royal Alliance Associates. Rubin serves as Chairman of the Finance Committee for the Foundation for Barnes Jewish Hospital and is President and Managing Director of Plaza Advisory Group, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

David Krouse Jr. is a CFP® professional with 15 years of industry experience, currently affiliated with Primerica Advisors in Edwardsville, IL. His work history includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2015. Outside of his advisory work, he has acted alongside his wife in occasional productions. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts.

Kristi Borglum is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her career includes prior roles at Bank of America and Merrill. She is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Moneta Group Investment Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering 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, with an emphasis on integrated tax and accounting services uncommon among large advisory firms.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Before entering the financial industry, he worked at Waterway Carwash and studied at the University of Kansas. 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, and offers a broad range of fiduciary, financial counseling, and family office services.

Brenda Obrien is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 registrations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with client objectives documented in investment policy statements and accounts reviewed periodically.

Cameron Brandstadt is a financial advisor at Benjamin F. Edwards & Company, Inc. with the Series 66 designation and no prior industry experience. His background includes roles at Cascade Hills Country Club and Riverfront Investment Group, as well as work during his time at Indiana University–Bloomington. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through a range of fee-based wrap programs, financial planning, and investment management services. The firm employs a variety of portfolio strategies monitored by an Investment Strategy Committee and operates both custody and trading services internally.

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Buckingham Strategic Wealth and BAM Advisor Services. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Andrew Wig is a CFA® charterholder with 21 years of industry experience. He has worked at The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse 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 integrates active and passive strategies along with various specialized investment offerings.

Timothy Palen III is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, US Tech Solutions, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers.

Joshua Pauli is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Benjamin F. Edwards, U.S. Bank, U.S. Bancorp Investments, Inc., and TD Ameritrade. Prior to his financial services career, he was involved with Vac It All Services Inc and Assaypro LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Robert Patrick is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Benjamin F. Edwards in various capacities since 2012, with a one-year tenure at FINRA. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering services such as financial planning, investment management, and retirement consulting. The firm employs a range of discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and monitored by an Investment Strategy Committee.

Jordan Janes is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2016 and currently serves in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Morgan Golaris is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2022, he worked at KPMG from 2018 to 2022. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services for uncommon institutional clients.

Richard Bavetz Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and having 10 years of industry experience. His prior roles include positions at Global Financial Private Capital, LLC, and Gradient Advisors, LLC. Outside of his advisory work, he owns and operates Carington Financial & Insurance Services, an insurance agency focused on life insurance products, and is involved with nonprofit organizations providing financial literacy training and employee benefits education. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Laura Barr is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 credential and has worked at Buckingham Strategic Partner, LLC from 2022 to present, Freedom Path Investors from 2020 to 2021, and Made Homes from 2014 to 2021. 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 and discretionary fixed-income management, serving approximately 42 advisors and over 33,000 clients with around $41 billion in regulatory assets under management and administration.