Kristie Daniel is a financial advisor with \u0026PARTNERS in Saint Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC from 1999 to 2016 and Wells Fargo Clearing from 2016 to 2024. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 31 years of industry experience. He has worked at The Colony Group LLC since 1987. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that combines strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Virgil Johnson is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at J. Morel & Associates LLC and Champion-Johnson Group. Outside his advisory work, he serves as a board member for New Life In Christ Church in Ofallon, Illinois. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers diverse program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Fitzgerald is a CFP® with 26 years of industry experience, currently serving at Principal Financial Services. He has been with Principal since 2016 and also worked at Triskele Financial LLC. He owns Fitzgerald Financial Advisors, LLC, an entity used for record keeping and expense processing only. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Ethan Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with the Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Modern Wealth Solutions and has a diverse background including roles in education and plumbing and excavation. He is also active as an insurance agent with 1847 Financial and Continuity Planning Group, focusing on life insurance brokerage and financial planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Lara Mayhew is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Citibank prior to her current tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management alongside point-in-time planning services and serves as investment adviser to a donor-advised fund.

Nicholas Warren is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has worked exclusively within the Moneta Group entities since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing 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.

Donald Rochleau II is a CFP® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC for nine years and Bam Management, LLC for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and various investment strategies across multiple asset classes.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Parkside Financial Bank & Trust, Bank of America Private Bank, and Gannett Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure, a multi-criteria selection process, and offers specialized services for clients with complex needs.

John Reidy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Edward D. Jones & Co., L.P. Outside of finance, he is involved in voice acting and modeling, working with West Model & Talent Management and contributing as a voice actor for the Augustine Institute podcast program, as well as serving as an election judge for the St. Louis County Board of Elections. 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, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and client-tailored decision authority.

Martin Ruether is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Raymond James & Associates and JPMorgan Chase Bank NA. Mr. Ruether is also a licensed life insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing 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.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience and currently serves as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Stifel and Wells Fargo. Outside of his advisory work, he is an investor in a French football club, Toulouse FC, through Vanderlouse, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm uses a partner-led team approach with centralized investment oversight and offers a range of services including portfolio management, financial planning, and family office support.

Michael Ball is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Moneta Group for eight years and at Robert Half for five years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate 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 managers, and provides integrated wealth services and fiduciary solutions.

Rhett Shockey is a financial advisor at &PARTNERS with 20 years of industry experience. He holds the Series 66 credential and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Shockey serves as a football official for college and high school leagues in Illinois. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory and brokerage services alongside financial planning and retirement consulting. The firm utilizes a range of management strategies through the Envestnet platform and is notable for its combined broker-dealer and RIA operations.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Hy-Vee, Inc. Outside of her advisory role, she coaches volleyball for the 314 Volleyball Club in St. Louis. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining active and passive management, with ongoing due diligence and portfolio monitoring.

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Charles Henderson III is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2009. Henderson is also involved as a fixed insurance agent in an investment-related capacity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.