Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His work history includes roles at The Colony Group, Buckingham Strategic Wealth, and Wealth Ambassadors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Lukas Noll is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, including discretionary management and model-based strategies through proprietary and third-party platforms.

Bailey Gilliam is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach with centralized investment oversight and an open-architecture selection process focused on asset allocation and manager due diligence.

Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Nicholas Nellesen is a financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO. He holds the Series 63 and Series 65 designations and has two years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously held positions at RFG Advisory Group, LLC, LPL Financial, LLC, and Stifel. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Adam Kruger is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments. Outside of his advisory role, Kruger serves as president and board member of EI.BO, a nonprofit focused on improving computer programming opportunities in the Midwest, and is a board member of Wings of Hope, Inc., a nonprofit organization supporting sustainable programs for underserved communities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Kristin Brown is a CFP® with 11 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2012. She is based in St. Louis, MO, and has spent her career with Moneta Group. 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 provides diversified, multi-asset allocations alongside specialized services such as trustee support and planning for professional athletes.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Stephen Hoerr Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior experience includes roles at E3 Tax Service and KPMG, LLP. 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 with centralized investment oversight and employs an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Robert Barnes Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp. He serves as a trustee of Mothers Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Daniel O'very is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, where he has worked since 2013. He has 21 years of industry experience. Outside of his advisory role, he serves as a trustee for a homeowners association and is involved in youth and junior ice hockey officiating and development through USA Hockey and the Missouri Ice Hockey Officials Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management with both proprietary and third-party strategies.

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. His career includes roles at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley, as well as eight years at Enterprise Holdings prior to entering financial services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and education through various channels. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across a range of asset classes and specialist portfolios.

Michele Mehrtens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 14 years of industry experience. She previously worked at Stifel Nicolaus & Company, Inc. for 13 years and Merrill for 5 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and investment management solutions, including proprietary strategies and third-party model providers.

David Castle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC, First Clearing, LLC, and Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.