Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has been associated with The Colony Group, LLC since 1999. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Schaller is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2019 and previously worked at Paradigm Financial Advisors from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and a multi-criteria selection process that includes asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Cameron Bradshaw is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and with 35 years of industry experience. She has been associated with Ameritas-related entities since 2011 and is licensed as an independent insurance agent selling fixed insurance products. Outside of her advisory work, she assists her disabled sister with transportation and daily activities. Ameritas Advisory Services provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by an investment committee and third-party partners.

Jonathan Peckron is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Peckron is based in Saint Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, relying on standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Kurt Schafers is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with The Colony Group, LLC and has held a role at Buckingham Asset Management, LLC since 2014. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. Outside of his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business based in St. Louis, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Katelyn Stevens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management using a variety of portfolio strategies monitored by an Investment Strategy Committee.

Abigail Allen is a financial advisor at &Partners with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years. &Partners serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts.

Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools and legacy strategies.

Matthew Redfering is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles in transportation, enterprise, and university recreation and wellness centers. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and utilizes third-party sub-advisers and technology to manage a broad range of assets.

Robert Schundler is a CFA® charterholder with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2005. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm emphasizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Corey Hendershot is a CFA® charterholder currently with Focus Partners Wealth, LLC and has been with the firm since 2024, following prior experience at Buckingham Strategic Wealth. He is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.

Patrick Higgins is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel, Buckingham Wealth Partners, Edward Jones, Shaffer & Associates, and Enterprise Holdings. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm utilizes a Partner-led team structure and a multi-criteria investment selection process that includes manager due diligence and proprietary multi-strategy funds.

Brian Page is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Concordia Plan Services and Buckingham Asset Management, LLC. 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 employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process emphasizing asset allocation and manager due diligence.

Luke Mc Kenzie is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and several healthcare organizations, including Barnes Jewish Hospital and multiple home health agencies. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with centralized investment oversight and uses an open-architecture selection process focusing on asset allocation and manager due diligence.

Jonathan Curtis is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including twelve years with Moneta Group LLC. In addition to his advisory role, Curtis is an independent insurance agent for various companies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a partner-led team model supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering services such as portfolio management, financial planning, family office support, and specialized concierge offerings.

Daniel Vatterott is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Morgan Stanley Private Bank. He is based in St. Louis, MO. Oppenheimer is a registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of programs including asset management, consulting, and financial planning. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Steven Hicks is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked with NYLIFE Securities, LLC and Ferguson Financial Group LLC. Outside of finance, he serves as an ordained minister, performing weddings and funerals for family and friends. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.