James Obrien is a financial advisor with Money Concepts Capital Corp, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. 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 manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of discretionary and non-discretionary programs.

Anita Muminovic is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffery Yorg is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently affiliated with Focus Advisor Solutions, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. He serves as an adjunct professor teaching public finance at the University of Texas at Austin and is an alderman for the City of Clayton, Missouri. 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, combining enterprise scale with a relatively small advisor base.

Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services with a mix of firm-developed and third-party model strategies.

Craig Venard is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm. Outside of his advisory role, 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 is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of in-house and third-party portfolio models delivered through various platforms and custodians.

Elisabeth Talbot is a CFA® charterholder based in St. Louis, MO, with 30 years of industry experience. She has worked at The Colony Group LLC since 1991. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within 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 Dove is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones for four years and has held various roles in educational and legal service organizations. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing both proprietary models and third-party manager solutions through the Envestnet platform.

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.

Mark Heffernan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005, based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range 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 allocation strategies along with specialized services such as planning for professional and developing athletes.

Jacob Stewart is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining Moneta, he held roles at The Colony Group, LLC and Buckingham Strategic Partners, LLC, and spent five years at Missouri State University. His background also includes management experience at Xpress Car Wash and Detail and involvement with the Affton Athletic Association. 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 and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Eric Schaefer is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has held positions at several other financial advisory firms since 2016. Schaefer has also been involved with the University of Illinois since 2019. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with integrated reporting and advice across managed and held-away assets.

John Luby Jr. is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022, following an 11-year tenure at UBS Financial Services. Based in St. Louis, MO, he provides advisory services through Oppenheimer’s platform. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm uses strategic asset allocation and manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and periodic reviews.

Katherine Parker is a Series 65 licensed financial advisor with nine years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2015, currently serving at their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Thomas Haug is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Christopher Kamykowski is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Mercer and Summit Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and operates with Partner-led Teams supported by a centralized Investment Department.

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2014 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages various proprietary funds and specialized strategies.