Michael Ball is a CFP® professional based in St. Louis, MO, with eight years of experience in the financial services industry. Prior to joining Focus Partners Wealth, LLC in 2026, he worked at Moneta Group for eight years and Robert Half for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Stratman Sports, and the University of Missouri. Outside of her advisory role, Shroff coaches volleyball for the 314 Volleyball Club in St. Louis. Benjamin F. Edwards & Company is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies overseen by an Investment Strategy Committee and supported by an internal trading desk.

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.

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Linda Richards is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Morgan Stanley, and Morgan Stanley Private Bank prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Patrick Ray is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He is also a licensed fixed insurance agent in St. Louis, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Bret Martin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations through various financial planning and investment management services. Benjamin F. Edwards offers consolidated discretionary and non-discretionary wrap programs utilizing a range of strategies managed by the firm, its advisors, and third-party managers, supported by an Investment Strategy Committee.

Elizabeth Lynch is a CFP® professional with eight years of experience in financial advising. She has been with Moneta Group Investment Advisors, LLC since 2014, working in various roles within the firm. Elizabeth is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers multi-asset portfolio management, financial planning, family office services, and specialized offerings such as trustee services and planning for professional athletes.

Greg Thornton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies monitored by an Investment Strategy Committee.

Scot Colgrove is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following a 17-year tenure at Buckingham Asset Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Selmir Avdic is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Raymond James Financial, First Brokerage America, OneAmerica Securities, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Merinda Dinkel is a CFP® professional with one year of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. She has held roles at Moneta since 2021 and previously worked at Commerce Bank. Outside of finance, she has experience in the brewing and distilling industry, having been involved with Blur Skye Brewery & Eats and Square One Brewery & Distillery. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Margaret Mckinney is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Outside of advisory work, she operates an online stationery store specializing in cards for special occasions. 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, utilizing an open-architecture, multi-criteria selection process for investment decisions.

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 &PARTNERS in Clayton, MO, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

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.