Derek Wilton is a CFP® with 10 years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014. 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 Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Richard Levey is a financial advisor at Oppenheimer with Series 63 and Series 65 registrations and 58 years of industry experience. He has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1997 to 2003. Levey serves as a trustee of several family-related trusts. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and manager selection.

Kieran Favazza is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Focus Partners Advisor Solutions, Midtown Mercantile LLC, and Saint Louis University, as well as involvement with Favazza's, Inc. from 2022 to 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 employs a Partner-led Team model with centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. His background includes roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball teams along with Webster University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Noah Langdon is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners, he held positions at the University of Missouri - Columbia and CSI Leasing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating various analytical tools and legacy strategies.

Thomas Briggs is a financial advisor at Steward Partners Investment Advisory, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Inc., Plaza Advisory Group, Inc., and Royal Alliance Associates, Inc. He is also president of Plaza Advisory Group, Inc., a support company based in St. Louis. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services through a range of personalized and third-party managed portfolio solutions.

Bradley Bauer is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, using various analytical methods and third-party strategies.

Ryan Martin is a CFP® with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds Series 63 and Series 65 registrations. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and a multi-criteria selection process that emphasizes asset allocation and manager due diligence.

John Armstrong is a CFP® professional with two years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Prior to his advisory role, he worked for five years at Lohr Distributing. 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 employs a Partner-led Team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation strategies and unique institutional client relationships.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Anita Muminovic is a Series 65-registered advisor with seven years of industry experience. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm that serves individual, high-net-worth family, family office, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Jeffery Yorg is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Partners, and Gurtin Fixed Income Management. In addition to his advisory work, he is an adjunct professor teaching public finance at the University of Texas at Austin and serves as an alderman in Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested model portfolios and discretionary fixed‑income management, serving approximately 33,000 clients with about 42 advisors and managing roughly $41 billion in assets.

Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with the firm since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies managed internally and by third parties.

Craig Venard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm in 2026. Outside of advising, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a mix of firm- and third-party models, employing both passive and active investment strategies tailored to client risk profiles.

Elisabeth Talbot is a CFA® charterholder with 31 years of industry experience. She has been with The Colony Group LLC since 1991. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a 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 through an enhanced open architecture framework.

Bradley Graham is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, and has 21 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Commonwealth and Triad Financial Group in 2024. Graham is also the owner of BDGraham, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice-management services, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Hannah Buchman is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has held various roles including positions at Miami University and Legal Services of Eastern Missouri. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a range of investment strategies and third-party managers alongside direct portfolio management by its advisors.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.