Emma Von Weise is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and four years of industry experience. She has worked at several firms including Buckingham Strategic Wealth, Stepp & Rothwell, and BMO Harris Bank. Outside of her advisory role, Emma provides pro bono financial coaching to young people and informal financial advice to individuals in her community. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. 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.

Jarid King is a CFP® professional with 18 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual Investment Management, and TD Ameritrade. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, offering discretionary and non-discretionary portfolio management.

Patricia Lampe is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 65 designation and has been with TIAA and its affiliates since 1999. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group using affiliated funds.

John Horseman is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes positions at LPL Financial, National Planning Corporation, and Prudential Equity Group. He serves as President of the Board of Commissioners at the St. Louis Art Museum and is a trustee at the Phoenix Art Museum. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning, portfolio management, and retirement plan consulting, utilizing a combination of quantitative and qualitative analysis through an Investment Committee to develop customized strategies across multiple asset classes.

Amanda Schmidt is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2017. She previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. 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.

Anna Brown is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and The Jaspen Corporation. Outside of finance, she has experience in academia through her roles at the University of Redlands Department of Economics and Fitness Center. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and foundations. The firm offers portfolio management, financial planning, and concierge services, using a partner-led team approach with an emphasis on asset allocation and manager due diligence.

Matthew Herman is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at BBR Partners, Herman & Company CPAs, P.C., and Epoch Investment Partners. Outside of advisory work, he serves as a consultant for an accounting firm. 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 structure with a focus on asset allocation, manager due diligence, and oversight of sub-advisers, while also providing specialized services for clients with complex needs.

Susan Wesselmann is a Series 66 licensed advisor at Oppenheimer with 18 years of industry experience. She has been with Oppenheimer since 2003. 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 range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Ryan Fedder is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and TD Ameritrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and combines enterprise scale with a small advisor base, managing approximately $41 billion in regulatory assets.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019, and previously at UBS Financial Services and Wells Fargo Clearing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach combines non-discretionary advisory relationships with discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Thomas Sullivan IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has six years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory work, he is an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to multiple platform solutions and proprietary model strategies.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2016, including his current role at Wells Fargo Advisors starting in 2018, and briefly at Edward Jones in 2018. Outside of his advisory work, he is a food delivery driver for Uber Eats and manages an e-commerce business through Peker Family Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Outside of his advisory role, Arnold is involved in term life insurance sales through Millenia Investments. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Justin Hauke is a financial advisor with Robert W. Baird & Co. in St. Louis, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, with capabilities that include manager-traded and model-traded SMA strategies, tax management, and the use of internal research and technology tools in client advice.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.

Jason Murray is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo, Edward Jones, and U.S. Bank. Outside of his advisory role, he is involved in market research through Murray Hill National. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.