Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously spent time at RFG Advisory Group, LLC and LPL Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

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.

Kristin Brown is a CFP® with 11 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2012. She is based in St. Louis, MO, and has spent her career with Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services such as trustee support and planning for professional athletes.

Stephen Hoerr Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior experience includes roles at E3 Tax Service and KPMG, LLP. 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 approach with centralized investment oversight and employs an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Robert Barnes Jr. is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He serves as a trustee of Mothers Trust. Oppenheimer provides a range of advisory and brokerage services to individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, offering both discretionary and non-discretionary management programs.

Daniel O’Very is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee for a homeowners association and is active in youth ice hockey officiating and education with USA Hockey and the Missouri Ice Hockey Officials Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with both discretionary and non-discretionary portfolio management.

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC 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 and retirement plan fiduciary services.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Morgan Stanley. Prior to his career in finance, he spent eight years at Enterprise Holdings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and options-based approaches, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away employer retirement accounts.

David Castle is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors Financial Network LLC, First Clearing, LLC, and Edward Jones. 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 consulting, and investment management, utilizing a range of strategies managed internally and by third-party managers.

Jason Hartman is a financial advisor at &Partners with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Ampersand Partners prior to joining &Partners. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a mix of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.

Dennis Clifford is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Country Club Financial Services, Inc., and Waddell & Reed. Outside of his advisory work, he is involved with Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and utilizes third-party managers and platforms such as Envestnet to support its portfolio programs.

Courtney Kalist is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years. &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 with a variety of proprietary and third-party strategies.

Richard Steinbach is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fahnestock & Co., Inc. since 1990. Based in St. Louis, MO, he has a long-standing career in financial services. 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 a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, supporting both discretionary and non-discretionary accounts.

Ingrid Lee is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with Moneta Group Investment Advisors, LLC since 2009, currently based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Teams model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Marshall Burstein is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2012 and has been affiliated with Nylife Securities LLC and New York Life Insurance Company since 2009. Burstein serves as president of a local Business Networking International chapter. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Donald Kukla is a CFP® and PFS™ with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory role, he is the managing member of Maria Squared Aviation, LLC, a company that owns and leases aircraft to LLC members. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients with portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Terra Gordon is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing Services from 2016 to 2020. Outside of her advisory role, she works as an independent contractor for Instacart, providing grocery shopping services. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with in-house trading and custody services.

Connor Dunlop is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Mariner and has prior experience at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory work, he serves as an assistant coach for the St. Louis Blues AAA youth hockey team. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative CFO services.