Jacinda Torre is a financial advisor at Creative Planning with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Creative Planning since 2009. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various institutional and retirement plan services.

Lauren Kane is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as two years at DOT Foods. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Dawn Boyer is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an owner and shareholder of a privately held family railroad construction company. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of investment strategies and platforms, combining fundamental, technical, and quantitative analysis.

Benjamin Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Goldman Sachs and Neuberger Berman. He serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management services through consolidated wrap programs that utilize strategies managed internally and by third parties, supported by an internal trading desk and a robust investment oversight process.

Jacob Sullivan is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. Outside of his advisory work, he co-founded the Jeff Sullivan Memorial Foundation, helping to organize annual fundraisers and select scholarship recipients, and serves on the finance committee of Citizens Against Domestic Violence. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Hannah Mc Daniel is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Stifel for six years before joining Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers a range of services such as portfolio management, financial planning, family office support, and concierge services, employing a Partner-led team structure and a multi-criteria investment selection process.

Derek Wilton is a CFP® with 10 years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He also serves as a trustee of several family-related trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Kieran Favazza is a financial advisor with Focus Partners Wealth, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Focus Partners Advisor Solutions, Midtown Mercantile LLC, Saint Louis University, and Favazza's, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, diversified portfolio strategies, and extensive affiliated service companies and product relationships.

Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 a Partner-led Team model with centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball organizations. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.

Noah Langdon is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of experience. Before joining Focus Partners Wealth in 2025, he held positions at the University of Missouri-Columbia and CSI Leasing. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, 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 with a variety of investment options and integrated reporting across managed and held-away assets.

Thomas Briggs is a financial advisor at Steward Partners Investment Advisory, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Inc., Plaza Advisory Group, Inc., and Royal Alliance Associates, Inc. He is also president of Plaza Advisory Group, Inc., a support company based in St. Louis. 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 comprehensive investment advisory and financial planning services through a range of personalized and third-party managed portfolio solutions.

Bradley Bauer is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, using various analytical methods and third-party strategies.

Ryan Martin is a CFP® with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds Series 63 and Series 65 registrations. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and a multi-criteria selection process that emphasizes asset allocation and manager due diligence.

John Armstrong is a CFP® professional with two years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Prior to his advisory role, he worked for five years at Lohr Distributing. 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 a Partner-led Team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation strategies and unique institutional client relationships.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.