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.

Carol Henrick is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2011. Outside of her advisory role, she assists her disabled sister with travel and daily activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Jonathan Peckron is a CFP® professional with 16 years of experience in financial advisory. 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. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

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.

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Fidelity Investments, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Katelyn Stevens is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards & Co since 2015, following four years at Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary and third-party investment strategies.

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.

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 serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools and legacy strategies.

Matthew Redfering is a financial advisor at Allworth Financial, L.P. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allworth Financial, he worked in various roles including positions at Sunset Transportation and Potter Brothers Enterprises. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through multiple channels, employing both quantitative and qualitative analysis to provide customized investment strategies.

Robert Schundler is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC in St. Louis, MO, and previously worked at The Colony Group, LLC for six years. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside various innovative portfolio tools.

Corey Hendershot is a CFA® charterholder currently with Focus Partners Wealth, LLC and has been with the firm since 2024, following prior experience at Buckingham Strategic Wealth. He is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.

Patrick Higgins is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel, Buckingham Wealth Partners, Edward Jones, Shaffer & Associates, and Enterprise Holdings. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm utilizes a Partner-led team structure and a multi-criteria investment selection process that includes manager due diligence and proprietary multi-strategy funds.

Brian Page is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Concordia Plan Services and Buckingham Asset Management, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process emphasizing asset allocation and manager due diligence.

Luke Mc Kenzie is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and several healthcare organizations, including Barnes Jewish Hospital and multiple home health agencies. 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 approach with centralized investment oversight and uses an open-architecture selection process focusing on asset allocation and manager due diligence.

Jonathan Curtis is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including twelve years with Moneta Group LLC. In addition to his advisory role, Curtis is an independent insurance agent for various companies. 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 offering services such as portfolio management, financial planning, family office support, and specialized concierge offerings.

Daniel Vatterott is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Morgan Stanley Private Bank. He is based in St. Louis, MO. Oppenheimer is a registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of programs including asset management, consulting, and financial planning. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Steven Hicks is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked with NYLIFE Securities, LLC and Ferguson Financial Group LLC. Outside of finance, he serves as an ordained minister, performing weddings and funerals for family and friends. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Matthew Schoelch is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2021. Prior to that, he worked at PricewaterhouseCoopers LLC and Lewis Rice, and he attended the University of Missouri. 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 approach supported by a centralized investments department and emphasizes asset allocation and manager due diligence within its open-architecture investment process.

Thomas Wells is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at firms including Means Financial Group, Money Concepts Capital Corp, and Primerica Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an advisor and sub-advisor within a turnkey asset management platform.

Wayne Rector is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include work at Blueprint for Wealth LLC and Precision Wealth Strategies LLC, and he is also involved with Precision Healthcare LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate framework.