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 licenses and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining \u0026PARTNERS. Pilkington is also a member of an investment club, Our Gang Investment Syndicate, based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a variety of strategies and platforms, and maintains dual registration as a registered investment adviser and broker-dealer.

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 and previously worked at Buckingham Strategic Wealth, LLC, Eidelman Virant Capital, and operated a budgeting service called Family Budget Expert that provided budgeting services to legacy families and involved ownership of related intellectual property. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Warren Terry is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ampersand Partners, Wells Fargo Clearing, and Merrill. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Stifel and Foreside Financial Services. She also serves as a Regional Director at Focus Partners Advisor Solutions, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers model portfolios, fixed-income sub-advisory, and retirement plan investment management, combining enterprise scale with a focused advisor base to serve a large client and asset load per advisor.

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 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 in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His work history includes roles at The Colony Group, Buckingham Strategic Wealth, and Wealth Ambassadors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Brett Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of experience at the firm. He has been with Benjamin F. Edwards & Co. since 2014 and is based in Eureka, Missouri. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Lukas Noll is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, including discretionary management and model-based strategies through proprietary and third-party platforms.

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 with CIBC Private Wealth Advisors, Inc. in St. Louis, MO. He holds the Series 63 and Series 65 designations and has two years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he 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 high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.

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.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Adam Kruger is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments. Outside of his advisory role, Kruger serves as president and board member of EI.BO, a nonprofit focused on improving computer programming opportunities in the Midwest, and is a board member of Wings of Hope, Inc., a nonprofit organization supporting sustainable programs for underserved communities. 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 employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.