Andrey Rudomiotov is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, Buckingham Strategic Partners, LLC, renaissance financial, and Securian Financial Services Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

James Johnson III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC and Stifel. Johnson is involved in several community and nonprofit organizations in St. Louis, including serving on the boards of the Donald Danforth Plant Science Center and the St. Louis Children's Hospital Foundation. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including managed solutions, financial planning, investment management, and brokerage services that integrate proprietary strategies and third-party model providers.

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Premier Financial Partners, UBS Financial Services Inc., Riverland Wealth Management, and service in the United States Air Force both active duty and reserves. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and manager selection across passive and active exposures, delivering tailored client strategies through its proprietary and third-party platforms.

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles within the Ameritas family of companies since 2022. Prior to his financial services career, he spent nine years in full-time education. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms while leveraging third-party technology and managers.

Stephen Heil is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Oppenheimer since 2021, with prior roles at Morgan Stanley, Morgan Stanley Private Bank, LPL Financial, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

David Fingerhut is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Financial Legacy Associates, LLC and OSAIC for over two decades. Fingerhut is also the owner of Compliance Company, LLC, a private entity facilitating securities, advisory, and insurance business, and provides tax preparation services. Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and UBS Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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 within an enhanced open architecture framework.

Patrick Donnelly is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent seven years with Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Kenneth Winegrad is a CFP® and Series 65 credentialed advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He has been with Moneta Group since 2016, serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and endowments. The firm uses a Partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence to provide portfolio management, financial planning, and specialized concierge services.

Klinton Silvey is a financial advisor at Money Concepts Capital Corp with five years of industry experience. He holds a Series 66 designation and has worked in financial services since 2020. In addition to his advisory role, Silvey serves as an associate pastor and is a certified personality trainer with Ntrinsx. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Jena Daake is a financial advisor at Oppenheimer in St. Louis, MO, with 9 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and AT&T. 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 with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gregory Haueisen is a CFP® professional with two years of industry experience, currently advising at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Berger, Cohen & Brandt, Beckemeier LeMoine, Lewis, Brisbois, Bisgaard & Smith, Herzog Crebs, and Evans & Dixon. 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 employs a Partner-led Team structure and a multi-criteria investment selection process, with additional offerings including proprietary multi-strategy funds and specialized services for clients with complex needs.

Joann Kirchhofer is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Money Concepts since 2002 and has operated her own CPA practice since 1990. Kirchhofer serves as a trustee and participates in an investment club, reflecting involvement in both financial and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

David Simons is a CFP® with 32 years of industry experience, currently serving as a financial advisor at &Partners. Prior to joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of his advisory role, he is a radio host on KMOX. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services through a combination of fundamental, technical, and quantitative strategies.

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, serving over 33,000 clients with a focus on integrated platform solutions.

Matthew Ilteris is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for The Colony Group, LLC from 2005 to 2011. Focus Partners serves high-net-worth individuals, families, family offices, corporate and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Leah Bruemmer is a CFP® and Series 65-registered financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has three years of industry experience, including prior roles at Ernst & Young LLP and the University of Missouri-Columbia. Outside of finance, she has worked in the brewing industry with Flat Branch Pub & Brewing. 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 provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Hunter Brown is a CFP® with 14 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2014. Based in St. Louis, MO, he holds the Series 65 license and works within a large enterprise firm comprising 220 advisors. 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 solutions. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified multi-asset allocation approach and unique institutional client relationships.

Leanne Geer is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Waddell & Reed, Inc., Woodbury Financial Services, Inc., and Jones Investment Group. Outside of her advisory work, she serves as Branch Exchequer (Treasurer) for the Society for Creative Anachronism and maintains a bookkeeping sole proprietorship for Berylson Trucking. 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, combining enterprise scale with a high advisor-to-client ratio.