Jena Daake is a financial advisor at Oppenheimer in St. Louis, MO, with 9 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and AT&T. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gregory Haueisen is a CFP® professional with two years of industry experience, currently advising at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Berger, Cohen & Brandt, Beckemeier LeMoine, Lewis, Brisbois, Bisgaard & Smith, Herzog Crebs, and Evans & Dixon. 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 structure and a multi-criteria investment selection process, with additional offerings including proprietary multi-strategy funds and specialized services for clients with complex needs.

David Simons is a CFP® with 32 years of industry experience, currently serving as a financial advisor at &Partners. Prior to joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of his advisory role, he is a radio host on KMOX. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services through a combination of fundamental, technical, and quantitative strategies.

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Colony Group, Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and Scottrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, serving more than 33,000 clients through a team of approximately 43 advisors.

Matthew Ilteris is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. 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.

Leah Bruemmer is a CFP® and Series 65-registered financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has three years of industry experience, including prior roles at Ernst & Young LLP and the University of Missouri-Columbia. Outside of finance, she has worked in the brewing industry with Flat Branch Pub & Brewing. 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 and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Hunter Brown is a CFP® with 14 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2014. Based in St. Louis, MO, he holds the Series 65 license and works within a large enterprise firm comprising 220 advisors. 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 solutions. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified multi-asset allocation approach and unique institutional client relationships.

Leanne Geer is a financial advisor at Focus Advisor Solutions, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Waddell & Reed, Woodbury Financial Services, and Jones Investment Group. Outside of her advisory work, she manages bookkeeping for a sole proprietorship in trucking and serves as a branch treasurer for the Society for Creative Anachronism. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services.

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 with Schwab Wealth Advisory, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Schwab Wealth Advisory, Johnson worked at Charles Schwab & Co., Charles Schwab Bank, Edward Jones, and Wells Fargo NA. Outside of financial advising, Johnson occasionally assists with property management for rental properties held under a family LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s proprietary research tools. The firm delivers advice through standard asset allocation models and does not exercise discretionary trading authority over client accounts.

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.

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.

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 financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has four years of industry experience, all with Benjamin F. Edwards. Prior to entering the financial industry, he spent ten years with The Fitness Edge. Basala serves as a Lifelong Wellness Adjunct Instructor at Delta College, where he teaches wellness classes. Benjamin F. Edwards & Company 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 fee-based wrap programs, financial planning, and investment management consulting, utilizing both in-house and third-party managed strategies across various portfolio types.

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.