Leanne Geer is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Waddell & Reed, Inc., Woodbury Financial Services, Inc., and Jones Investment Group. Outside of her advisory work, she serves as Branch Exchequer (Treasurer) for the Society for Creative Anachronism and maintains a bookkeeping sole proprietorship for Berylson Trucking. 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, combining enterprise scale with a high advisor-to-client ratio.

Patrick Strollo is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with Eagle Strategies since 2021, alongside longstanding roles at New York Life Insurance Company and Nylife Securities LLC dating back over three decades. He also operates Strollo & Associates, a separate business focused on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Brian Gregorek is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Edward Jones, and Lord, Abbett & Co. LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Diane Compardo is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she holds Series 63 and Series 65 licenses. 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 operates with partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Seyda Holekamp is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Joseph Buffa is a financial advisor at Wells Fargo Investment Institute, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that offers manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s team-based approach combines qualitative and quantitative analysis to deliver model portfolios and strategic investment insights used across affiliated entities.

Adam Truebe is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Bayer. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Zachary Naert is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, with a brief period at Ground Shark Coffee and time associated with the University of Missouri. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 66 designation and 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Lindsay Taylor is a CFP® with 11 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She has been with Moneta Group in various roles since 2014. Outside of her advisory work, she manages a rental property in Huntington, WV. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Cody Basala is a CFP® professional at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with four years of industry experience. Prior to his current role beginning in 2022, he spent ten years at The Fitness Edge. He is also an adjunct instructor teaching lifelong wellness classes at Delta College. 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 provides a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, employing both proprietary strategies and third-party models.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Romine 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 prior experience includes roles at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Peter McCarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 16 years with Benjamin F. Edwards. Outside of his advisory role, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive Subdivision homeowners association. 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 corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

Michael Mattern is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at OneDigital and Enterprise Mobility and spent four years at Purdue University. Focus Partners Wealth 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 employs a long-term, tax- and fee-sensitive approach to portfolio construction, utilizing a blend of active and passive strategies, third-party managers, and private funds.

Krisha Kozlowski is a Series 65-licensed financial advisor with Creative Planning and has three years of industry experience. Her prior roles include positions at Paradigm Financial Advisors, Wipfli, Mueller Prost PC, and Brian Toennies & Associates. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by tax-loss harvesting and selective private market exposure.

Brooke Hunady is a CFP® professional with 17 years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016, including its predecessor entities. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment department and an open-architecture process emphasizing asset allocation and manager due diligence.

Seth Hieken is a CFA® charterholder with 30 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC in two separate periods totaling 13 years, and at Copeland Capital Management, LLC for one year. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.