Brooke Hunady is a CFP® professional with 17 years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016, including its predecessor entities. 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 with a centralized investment department and an open-architecture process emphasizing asset allocation and manager due diligence.

Seth Hieken is a CFA® charterholder based in St. Louis, MO, with 30 years of experience in the financial industry. He has worked primarily at The Colony Group, LLC, spanning over 28 years in total, with a brief tenure at Copeland Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering 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.

Jada Diedrich is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2013 and The Colony Group, LLC since 2024. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Shaune Colwell is a financial advisor at &PARTNERS with 22 years of industry experience. He has held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &PARTNERS. Colwell holds a Series 63 designation. &PARTNERS serves a diverse clientele 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 analysis across both proprietary and third-party strategies.

Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Savanna Cawvey is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 credential and based in St. Louis, MO. She began her advisory career in 2024 and has worked at Moneta Group Investment Advisors and Stifel, among other roles. 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 centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Bradley Jenkins is a CFP® professional with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, among other firms. 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 integrates both active and passive strategies within an enhanced open architecture framework.

Shahzeb Shaikha is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his advisory roles, he was involved with myDawat.pk for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Aaron Vickar is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for the Scarborough Group of Companies, a global logistics and warehousing 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 a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, along with access to private funds and third-party separate account managers.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Billy Dickens III is a CFP® professional with 19 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2020. He previously worked with Moneta Group Investment Advisors, Inc from 2016 to 2019. Based in St. Louis, MO, Mr. Dickens has been part of the Moneta firm structure for over eight years. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach with centralized investment oversight and a multi-criteria selection process, offering discretionary and non-discretionary portfolio management, financial planning, family office services, and other specialized concierge offerings.

Tyler Breed is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, Missouri. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Breed has been with Eagle Strategies since 2017 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

James Rohrbaugh is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at &Partners since 2024. Prior to this, he spent eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. &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 services using a combination of proprietary and third-party strategies.

Jackson Ward is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at Wilkerson Advisory Group, WR Wealth Planners, and prior experience in both brewing and bottling companies, as well as university positions at the University of Missouri Columbia. Outside of financial services, he has been involved in the Flatbranch Pub & Brewing and Fitz's Bottling Co. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Timothy Grisby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, and MineSense Technologies Ltd. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Jason Siedle is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Litman Gregory Wealth Management and Wedgewood Partners, Inc. He is involved in transitioning an advisory business following an acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of active and passive strategies, employs third-party independent managers selected through due diligence, and offers proprietary private funds and a continuously offered interval fund.

Jonathan Thrun is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Colony Group, LLC since 2009. Focus Partners serves high-net-worth individuals, families, family offices, corporate, and institutional clients by offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Georgios Vanfleet is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Charles Schwab and in academic roles at Saint Louis University and Butler University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes long-term roles at Premier Financial Partners, LLC, and Osaic Wealth, among others. He also works as a registered assistant supporting clients of another advisor within Premier Financial Partners. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring portfolios to client risk profiles using structured models and ongoing due diligence.