Lauren Kane is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. \u0026PARTNERS serves individual and institutional clients, including high‑net‑worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by a range of advisory and brokerage capabilities.

Dawn Boyer is a financial advisor at &PARTNERS with 31 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2025, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is an owner and shareholder of a family-owned railroad construction company. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and provides services through both registered investment adviser and broker-dealer registrations.

Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Jacob Sullivan is a CFP® professional with 17 years of experience in the financial services industry, currently serving at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved in community organizations such as the Jeff Sullivan Memorial Foundation, which he co-founded, and serves on the finance committee for Citizens Against Domestic Violence. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Hannah Mc Daniel is a Series 65–licensed financial advisor with four years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Stifel for six years. Based in St. Louis, MO, she has focused her career on investment advisory services. 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 offerings. The firm employs a partner-led team approach with centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

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.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp. He also 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 broad range of investment programs and advisory services, including both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

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.

James Obrien is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated as 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 individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platform services.

Anita Muminovic is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. She holds a Series 65 credential and has seven years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.