Seth Heisler is a financial advisor with &PARTNERS, holding a Series 63 designation and bringing 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years before joining &PARTNERS. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a range of investment strategies through proprietary models and third-party managers, and operates with multiple revenue sources including commissionable and principal transactions.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Martin is a financial advisor with \u0026PARTNERS in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining \u0026PARTNERS. \u0026PARTNERS serves a diverse client base including individual and institutional clients such as retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Matthew Sallaberry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Enterprise Bank & Trust for twelve years before joining Moneta, where he has been since 2017. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring, with a client base that includes several uncommon institutional relationships.

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC, Stifel Nicolaus & Co Inc, and several other financial firms. Outside of his advisory roles, Bosch worked with the YMCA and the University of Missouri earlier in his career. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Matthew Manies is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2019. Prior to Moneta, he worked at Northwestern Mutual Wealth Management Company and related entities from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Edward Jones. Based in Saint Louis, MO, she joined Benjamin F. Edwards in 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 charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. His background also includes roles at the University of Missouri - Columbia and the St. Louis Cardinals. 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 incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Matthew Venezia is a CFP® and CFA® with 19 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, Inc., having previously worked at Scottrade Inc. for 13 years. Venezia holds Series 66 and Series 63 licenses and is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading authority.

Patrick Duff is a financial advisor at Moneta Group Investment Advisors, LLC with 30 years of industry experience. He has been with Moneta Group since 2005. Outside of his advisory role, he serves as treasurer on the boards of the Fellowship of Christian Athletes and Bethany Christian Services in St. Louis, positions he has held since the late 1990s. 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 multi-criteria investment selection process and provides specialized services for clients with complex needs.

Blake Bailey is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Ameriprise and Arbor Point Advisors. Bailey is also associated with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides various advisory services through multiple program models, utilizing proprietary and third-party platforms and managers.

Stephanie Guerin is a CFP® with 27 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ronald Adkison Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with 12 years of industry experience. He joined Creative Planning in 2017 after five years at Stifel Nicolaus. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

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.