James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Daniel Meehan is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include seven years at Wells Fargo Clearing before joining his current firm in 2023. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s investment approach is team-based and combines qualitative and quantitative analysis to develop model portfolios and capital market assumptions delivered to affiliate businesses for implementation.

Ryan Maksimovich is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2020, following roles at TD Ameritrade, Scottrade, Wells Fargo Advisors, and Waddell & Reed. Based in St. Louis, MO, Maksimovich has expertise developed across multiple firms in the financial services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and advisory programs delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection.

Taylor Howe is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2025, he worked at Edward Jones for six years and has held various roles in education. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Sheila Jacobs is a CFP® with 28 years of industry experience, currently affiliated with \u0026PARTNERS since 2026. Her prior experience includes roles at Wells Fargo Clearing, Gitterman Wealth Management, A. G. Edwards & Sons, Inc., and Raymond James Financial Services. Outside of her advisory work, she has authored three children’s books focused on saving and sharing, and she teaches fundamentals of personal finance. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supporting both direct management by advisors and third-party managers.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs delivered on both discretionary and non-discretionary bases, with services that include asset management, financial planning, and retirement consulting.

Kevin Hennessy is a CFP® professional with six years of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group for a total of 11 years, with a break earlier in his career during which he was a full-time student. 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 supported by centralized investments and an open-architecture selection process emphasizing asset allocation and manager due diligence.

Joseph Swanson is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth and The Colony Group, LLC, and spent five years at Webster University. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Courtney Rorie is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining &Partners in 2024, Courtney worked at UBS Financial Services, Inc. from 2014 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Jill Lohr is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, Merrill, and Banc of America Investment Services, Inc. Lohr also owns Lohr Wealth Management, a business entity established for tax purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and advisor discretion.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, with previous roles at Smith Moore & Co, Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. 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 variety of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Richard Gast is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Moneta Group since 2005. 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Jerry West is a CFA® charterholder based in St. Louis, MO, with 26 years of experience in the financial industry. He has worked at Moneta Group Investment Advisors, LLC since 2018, following prior roles at Purshe Kaplan Sterling Investments and Archford Capital Strategies. 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, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations tailored to each client’s needs.

Jerome Timmermann is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Eagle Strategies since 2010 and has operated The Timmermann Group since 2003. Outside of his advisory role, he provides notarization services to clients and is an investor in Sacral Solutions LLC, a company focused on manufacturing ergonomic seat cushions. Eagle Strategies serves a diverse clientele, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mohammad Abouchleih is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Advisors and 1-800 Radiator & A/C before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Jacob Neiner is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Moneta Group Investment Advisors, LLC for multiple periods totaling seven years, and has held roles at University of Missouri - St. Louis, Uber, and other organizations. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kevin Nelson is a financial advisor at Moneta Group Investment Advisors, LLC with five years of industry experience. He previously worked at Edward Jones and has experience at St. Louis University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a partner-led team structure, an open-architecture investment process, and conducts ongoing due diligence, managing proprietary multi-strategy vehicles such as the Retirement Advocate Funds.