Patrick Enright is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 credential with two years of industry experience. Prior to his current role at Moneta, he worked at BBR Partners LLC and SS&C GlobeOp. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture, multi-criteria investment selection process, offering a range of portfolio management, financial planning, and family office services.

Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and specialized plan services.

Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jack Yale is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors and also serves as an agent selling non-securities insurance products for Agia. His prior experience includes roles at The Vanguard Group, Inc. and TIAA-CREF. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services supported by Envestnet’s UMA models and operates at a large scale with over 1,200 advisors.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Danton Troyer is a CFP® with 20 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at LPL Financial, RFG Advisory, and Private Client Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Annamarie Hernandez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance Company, among other roles. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience in the hospitality and service sectors, including positions at Field and Ivy Brewery and Reddoor Grill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored to different programs and manages approximately $36.7 billion in assets.

Francesco Cori Gamero is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has previously worked at Merrill and is currently a graduate student at Washington University in St. Louis. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Philip Schwab Jr. is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He worked at Edward Jones from 2009 to 2019 before joining Moneta Group Investment Advisors in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm uses a Partner-led Team model supported by centralized research and emphasizes diversified, multi-asset allocations with ongoing monitoring, also serving unique institutional clients and providing niche services beyond typical wealth management.

Harvey Puerta is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, as well as running Euphorbia Lawn and Landscaping LLC for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with specialized market roles.

John Woodrome is a CFP® with 15 years of industry experience, currently with Mercer Global Advisors Inc. since 2026. His prior roles include positions at Vantage Point Financial, Maxele Advisors, TD Ameritrade, and MetLife Securities. Woodrome serves as a board member of Christian Brothers College High School Alumni, where he is involved in fundraising activities. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm follows a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios implemented through low-cost funds and specialized investment programs.

Lisa Bedell is a Series 65-licensed advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She has worked exclusively within the Moneta organization since 2018, following a three-year tenure at Midwest Bank Centre. 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 for unique client segments.

Ryan Kellis is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Bank of America and Merrill. Kellis also spent several years at LeafFilter and held a position at the University of Missouri - St. Louis. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management and advisory services.

Natasha Borglum is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2011. 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 centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Brandon Means Sr. is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the St. Ann Police Department for nine years. Means has been with Means Financial Group since 2023. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Katherine Kloster is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2014, working in various roles within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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, focusing on diversified, multi-asset allocations and ongoing monitoring.

Kristie Daniel is a financial advisor with \u0026PARTNERS in Saint Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC from 1999 to 2016 and Wells Fargo Clearing from 2016 to 2024. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 31 years of industry experience. He has worked at The Colony Group LLC since 1987. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.