Benjamin Houseman is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to Eagle Strategies, he has been involved with Houseman Financial & Insurance Services LLC since 2015 and Nylife Securities LLC since 2012. He serves as Board Member President of the Society of Human Resource Management of Greater St. Louis. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice delivered primarily through non-discretionary management within an integrated structure connected to New York Life.

Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Susan Hanlon is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Buckingham Strategic Wealth, LLC, First Heartland Consultants, Inc., and Edward Jones. 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 combines active and passive strategies within an enhanced open architecture framework.

Christie Maclin is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 29 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and access to private and registered pooled vehicles. 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.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Madaline Creehan is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including The Colony Group, LLC, BAM Management LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and Brand Asset Management Group, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

Adam Schweizer is a Series 65 licensed advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC among other firms. Before his advisory career, he spent nine years in the Rockwood School District. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach combining active and passive strategies within a tax- and fee-sensitive framework and offers a range of financial, tax, and retirement planning services.

Douglas Faupel is a financial advisor at Oppenheimer & Co. Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. The firm serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and services across equity, balanced, and fixed-income portfolios. Oppenheimer is notable for maintaining custody of client assets as a qualified custodian while operating both broker-dealer and advisory businesses.

Daniel Berglund is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is a co-owner of D&B Strategic Wealth and has been affiliated with Commonwealth Financial Network since 2005. In addition to his advisory work, he provides tax preparation services through his firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity, dedicating time to oversight duties. 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 representatives. The firm offers a comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Carrie Meyer is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Diane Fredericks is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and U.S. Bancorp Investments, Inc. She is also involved in the sale and service of fixed insurance and annuities outside her advisory work. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third‑party manager programs using a variety of portfolio management approaches.

Tammy Courtney is a CFP® certificant with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at several firms, including Buckingham Strategic Wealth, LLC, where she has held roles since 2007 with a break between 2008 and 2010, as well as Morgan Keegan & Company, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside various specialized portfolio tools.

Margaret Mueller is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and has held roles at Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. Mueller is based in St. Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset types using Schwab’s research tools and standard asset allocation models.

Larry Richardson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Richardson holds the Series 63 and Series 65 designations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Luke Hagerty is a financial advisor with Mariner Wealth Advisors holding a Series 65 designation and three years of industry experience. His prior roles include positions at Forward Through Ferguson and educational institutions such as Chicago Jesuit Academy and Loyola Academy of St Louis. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers, while providing integrated tax, accounting, and family office services uncommon at its enterprise scale.

Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

Christina Keys is a CFP® with 15 years of experience in financial advising, currently with Focus Partners Wealth, LLC since 2024. Her prior roles include positions at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Timothy Reese is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a combination of proprietary and third-party managed strategies across various asset classes.