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.

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Clyde Pilkington is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years and LPL Financial for three years. He is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Sean Sweeney is a financial advisor at OSAIC Institutions, Inc. with a Series 66 designation and roughly one year of industry experience. His prior work includes roles at First Bank, Central Bank of Boone County, and American Income Life Insurance. Outside of finance, he has been involved with Columbia Youth Lacrosse and has worked in the restaurant and automotive sectors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that includes significant non-discretionary assets and third-party manager arrangements.

Robert Bertman is a CFP®, CFA®, and holds a Series 63 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC in St. Louis, MO, and has previously worked at The Colony Group, Buckingham Strategic Wealth, Eidelman Virant Capital, and operated Family Budget Expert, a business providing budgeting services to legacy families. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds with a focus on long-term, tax- and fee-sensitive portfolio construction.

Warren Terry is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at \u0026PARTNERS since 2023 and previously spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Angela Muckler is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. Her prior roles include positions at STIFEL and Foreside Financial Services, LLC. She also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, where she assists advisors with client case design and relationship development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified and systematically invested model portfolios from providers such as Dimensional, Vanguard, and BlackRock. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets across about 42 advisors.

Brendan Kelly is a CFP® certificant with three years of experience in financial advising, currently with Foundations Investment Advisors LLC. Prior to joining Foundations in 2025, he worked at C2P Capital Advisory Group, LLC and has operated an advisory business under The Chamberlin Group since 2020. Outside of his advisory work, he is a part-time high school hockey coach. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy, and offers services through a broad network of affiliated offices.

Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth 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 tax-loss harvesting, individually managed portfolios, and private market investments.

Ryan Turnquist is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Vantage Point Financial and several other firms. Outside of his advisory role, he coaches youth lacrosse with Project Missouri Lacrosse. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles at Play it Again Sports and Worldwide Freight Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a 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 within an enhanced open architecture framework.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Bailey Gilliam is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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 approach with centralized investment oversight and an open-architecture selection process focused on asset allocation and manager due diligence.

Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Nicholas Nellesen is a financial advisor at CIBC Private Wealth Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm employs a comprehensive investment process combining internal teams and external managers to deliver customized portfolios and specialized strategies, including options hedges and structured notes.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously held positions at RFG Advisory Group, LLC, LPL Financial, LLC, and Stifel. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.