Julie Sward is a CFP® professional with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2013. She holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Michael Carpenter is a CFP® with 15 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2017. He has prior experience within the Moneta Group organization dating back to 2016. Outside of advisory work, Carpenter also provides accounting services for a construction company in St. Louis, MO. 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 approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria process for asset allocation and manager due diligence.

Marco Nesrallah Ferrari is an advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with no prior industry experience. His work background includes roles at Focus Partners Wealth, as well as positions at Uber, DoorDash, Lyft, and several other businesses. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, 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.

Joshua Erni is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He previously worked for Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management consulting. The firm employs both discretionary and non-discretionary strategies, utilizing mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by an Investment Strategy Committee.

Ryan Robinson is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and four years of industry experience. He has worked at several firms including Edward Jones, MassMutual Life Insurance Co, MML Investors Services, LLC, and Park Avenue Securities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Michelle Perry is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Creve Coeur, MO. She previously worked at Edward Jones for 12 years before joining Triad Financial Group, LLC and Commonwealth Financial Network in 2024. Outside of advisory work, she participates as a research associate in health surveys through LifeX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alec Roussin is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has experience working at Moneta since 2022 and previously worked at RSM US LLP. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations with ongoing monitoring.

Jesse Dale is a CFP® professional with 10 years of experience in the financial industry. He has worked at &Partners since 2026 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Outside of his advisory work, he has ownership interests in agricultural businesses including Westfarthing LLC and Dale Hollow Fruit Farms LLC. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative approaches, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and a broker-dealer.

Brian Mulhall is a financial advisor at Commonwealth Financial Network with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network since 2007. His other business activities include fixed insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Rebecca Craig is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, Buckingham Strategic Wealth, Mass Mutual Investors Services, Massmutual Life Insurance Co, Atalante Advisors, and Guardian Life. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds, alongside specialized tools and legacy strategies.

Edward O'Neal is a Series 66-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He has worked at Benjamin F. Edwards since 2015. Outside of his advisory role, he is also the owner of a rental property in St. Louis, Missouri. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services using a variety of strategies and actively monitors model portfolios through an Investment Strategy Committee.

Daniel Fuhrig is a CFP® with 10 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior work includes positions at Smith, Moore & Co. and Bass Pro Shops, where he also worked as a sales associate. Fuhrig serves on the Board of Directors for the Mountain Lake Hunting & Fishing League, overseeing the club's investments. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach to investment decisions, utilizing an open-architecture selection process and managing proprietary multi-strategy funds.

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Craig Poe is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Curate LLC and Four Season Hotels and Resort. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory solutions with insurance and annuity products through a large network of affiliated representatives.

Robert Swieterman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having joined in 2023. His prior roles include positions at Cetera Investment Services, Cetera Investment Advisors, Regions Bank, and Fifth Third Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Zachary Han is a CFP® at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs 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.

Douglas Standish is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.