Elisabeth Talbot is a CFA® charterholder with 31 years of industry experience. She is currently with Focus Partners Wealth, LLC in St. Louis, MO, and previously worked for The Colony Group LLC for 20 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Graham is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Triad Financial Group, and previously worked at Royal Alliance, First Allied Advisory Services, and FFP Advisory Services. Graham also owns BDGraham, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Hannah Buchman is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has held various roles including positions at Miami University and Legal Services of Eastern Missouri. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a range of investment strategies and third-party managers alongside direct portfolio management by its advisors.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Mark Heffernan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005, 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 operates with 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.

Jacob Stewart is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining Moneta, he held roles at The Colony Group, LLC and Buckingham Strategic Partners, LLC, and spent five years at Missouri State University. His background also includes management experience at Xpress Car Wash and Detail and involvement with the Affton Athletic Association. 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 and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Eric Schaefer is a CFP® certificant with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He has also been involved in financial education through LoneStar Financial Education, LLC, and teaching at the University of Illinois. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

John Luby Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client objectives.

Katherine Parker is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 10 years of industry experience. She has been with Moneta Group Investment Advisors since 2015. 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 approach supported by centralized investment research and uses an open-architecture, multi-criteria selection process for asset allocation and manager due diligence.

Thomas Haug is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Kamykowski is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Mercer and Summit Strategies. 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 emphasizes diversified, multi-asset allocations and operates with Partner-led Teams supported by a centralized Investment Department.

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alexander Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for nine years. Ferguson also assists with tax and legal matters through a family-associated corporation. 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 over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models and managing both discretionary and non-discretionary solutions.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC 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 blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated private funds.

Ashley Black is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns and operates a photography business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and other advisory services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers municipal advisory services alongside traditional investment management.

Kevin Grogan is a CFP®, CFA®, and Series 65-designated advisor with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC from 2007 to 2024. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework.

Peter Dolan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Plaza Advisory Group Inc., along with roles at Raymond James Financial Services, Inc. and Steward Partners entities. He is also an author and serves as an insurance agent, as well as a passive investor in a farming company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.