Brian Brush is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Bam Management, and Lumia Wealth. Based in St. Louis, MO, he holds the Series 63 and Series 65 licenses as well. 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 quantitative analysis and specialized portfolio tools.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 65 and Series 63 credentials and with seven years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with World Financial Group, Inc. and AIMA International LLC, where he has held roles for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and coordinates affiliated retirement and recordkeeping services.

Stephen Dolan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at Mariner Wealth Advisors and Msec, LLC from 2015 to 2019. He is based in St. Louis, MO and holds the Series 66 designation. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Timothy Burford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He has been with Moneta since 2019 and previously held roles at Honey Baked Ham, the University of Missouri - Columbia, LCMS Foundation, Kohl's, and Kozeny & McCubbin. 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 employs a partner-led team structure with a centralized investments department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Sherri Henry is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, she worked at Wells Fargo Clearing for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Abby Donnellan is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Anders CPA's & Advisors for seven years. 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 operates with partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lauren Miener is a CFP® professional with six years of experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016. 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 approach with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Connor Mullen is a Series 66 credentialed financial advisor with one year of industry experience. He has worked at Commonwealth Financial Network since 2026 and also has experience at Triad Financial Group, Brinkmann Constructors, and in academic roles at the University of Missouri St. Louis and Rockhurst University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, supporting client portfolios through both internally managed models and outsourced solutions.

John Lake is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has recently started his career in the industry. Prior to joining Moneta, he worked at Fallon & Byrne and has experience in non-financial roles including at Ted Drewes, Inc. and Chaminade College Prep School. 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 uses a Partner-led team structure with a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.

Joshua Ernst is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Focus Partners Wealth and Buckingham Wealth Partners/Focus Partners Wealth, totaling eleven years in wealth management. Ernst holds a Series 65 credential and is based in St. Louis, MO. 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 utilizes a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Allen Williams is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Williams has also been associated with NYLIFE Securities LLC and New York Life Insurance Company for over a decade. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Daniel Side is a CFP® professional with seven years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Central Bancorp and other Moneta Group entities. 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 allocation strategies along with specialized services for unique client segments.

Gregory Gobble is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and over 36 years of industry experience. His career includes roles at firms such as First Bank, Infinex Investments, and LPL Financial LLC. Outside the financial sector, he is involved in buying and renovating real estate for profit. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure. The firm operates largely through a network of investment adviser representatives who manage accounts with varying degrees of client discretion and offers a lending marketplace and third-party asset manager referrals.

Robert Palmer is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments. Outside of his advisory role, he assists with the operation of a small family hay farm and market garden on weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account programs through a large network of advisors.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. Outside of advising, he manages a rental property. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, providing tailored portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Stephen Chanez is a CFP® with 21 years of industry experience currently advising at Citigroup Global Markets. His prior roles include positions at Compass Retirement Group LLC, Prosperity Capital Advisors, and Charles Schwab. He is also licensed as an insurance agent with various carriers. Citigroup Global Markets serves both individual and institutional clients, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones for 11 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Moneta since 2021, with prior roles at Neighbors Credit Union and Murray State University. 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 and a multi-criteria selection process focused on asset allocation and manager due diligence.