Benjamin Trujillo is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Moneta Group Investment Advisors since 2018, following a prior role at Stifel. Outside of his advisory work, he is the owner and Vice-President of Trujillo Holdings, LLC and serves as an adjunct professor of law at Washington University School of Law. 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 utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Reed is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. Before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at North American Management Corp. from 2013 to 2021. He also serves as an independent trustee for Morgan Stanley Pathway Funds and is a trustee for the Kingston Manor Drive Association, a residential subdivision. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Nicholas Koboldt is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Asset Management, LLC and Stifel Nicolaus. Koboldt 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, family office services, and concierge offerings. The firm uses a partner-led team approach supported by a centralized investment department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position with Agia. Hurst receives trail income from prior insurance business with Blue Cross Blue Shield of Missouri but does not write new business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models and National Financial Services as custodian.

Scott Critchfield is a CFP® professional with 30 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, he assists with editing therapy notes for a pediatric physical therapy practice owned by his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial services through its fee-based wrap programs and supports both employee and affiliated independent advisors.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations guided by Schwab’s proprietary research tools and asset allocation models.

Ronald Wienstroer is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has 14 years of industry experience, including over a decade at Moneta Group. 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 concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

James Muccigrosso is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. He also occasionally sells group insurance to existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Corbin Briggs is a CFP® with 11 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in St. Louis, MO. His prior work history includes roles at AssetMark Financial, Inc. and Raymond James Financial Services. Briggs serves on the boards of the World Pediatrics Project and First Tee, both nonprofit organizations involved in fundraising. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services through proprietary and third-party solutions.

Tyler Joern is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Sanford C. Bernstein & Co., LLC and Aon Hewitt Investment Consulting. 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 structure with a centralized investments department and uses an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

John Mccadden III is a financial advisor with Eagle Strategies (New York Life) in Creve Coeur, MO, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Eagle Strategies since 1999 and has a long-standing affiliation with New York Life Insurance Company dating back to 1978. Outside of his advisory work, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization in Missouri, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse clientele, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephanie Rogers is a CFP® and CFA® credentialed advisor with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2018 and previously spent eight years at U.S. Trust. She is based in St. Louis, MO. 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 concierge offerings. The firm employs Partner-led Teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

William Hornbarger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Moneta Group Investment Advisers, LLC for 11 years before joining his current firm in 2020. Outside of his advisory role, he serves as a power of attorney for Betty J. Hornbarger. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management utilizing both proprietary and third-party strategies, with oversight from an Investment Strategy Committee and a combination of custody and trading services.

Jami Choinka is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2012. 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 concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and tailored client plans.

Richard Mcdonald is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Moneta Group Investment Advisors in various capacities from 2010 to 2025. Benjamin F. Edwards & Company serves a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing strategies managed internally and by third-party managers.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Buckingham Strategic Wealth, Legacy Financial Strategies, and Focus Partners Wealth. Prior to his financial advisory career, he spent four years at Custom Wood Products and Kansas State University. 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 combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies monitored by an Investment Strategy Committee.

Brian Brush is a CFP® professional with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held previous roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Lumia Wealth, LLC (formerly Cornerstone Wealth Advisors, LLC). Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is involved with multiple business entities, including AIMA International LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.