Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 with centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball organizations. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.

Noah Langdon is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of experience. Before joining Focus Partners Wealth in 2025, he held positions at the University of Missouri-Columbia and CSI Leasing. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a variety of investment options and integrated reporting across managed and held-away assets.

Thomas Briggs is a financial advisor at Steward Partners Investment Advisory, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Inc., Plaza Advisory Group, Inc., and Royal Alliance Associates, Inc. He is also president of Plaza Advisory Group, Inc., a support company based in St. Louis. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services through a range of personalized and third-party managed portfolio solutions.

Bradley Bauer is a financial advisor with &PARTNERS holding a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party portfolio management solutions along with financial planning and ERISA consulting.

Ryan Martin is a CFP® with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds Series 63 and Series 65 registrations. 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 structure and a multi-criteria selection process that emphasizes asset allocation and manager due diligence.

John Armstrong is a CFP® professional with two years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Prior to his advisory role, he worked for five years at Lohr Distributing. 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 a centralized Investment Department and is noted for its diversified, multi-asset allocation strategies and unique institutional client relationships.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. 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 employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

James Obrien is a financial advisor with Money Concepts Capital Corp, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of discretionary and non-discretionary programs.

Anita Muminovic is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffery Yorg is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently affiliated with Focus Advisor Solutions, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. He serves as an adjunct professor teaching public finance at the University of Texas at Austin and is an alderman for the City of Clayton, Missouri. 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 retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services with a mix of firm-developed and third-party model strategies.

Craig Venard is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm. Outside of his advisory role, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of in-house and third-party portfolio models delivered through various platforms and custodians.

Elisabeth Talbot is a CFA® charterholder based in St. Louis, MO, with 30 years of industry experience. She has worked at The Colony Group LLC since 1991. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Bradley Graham is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, and has 21 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Commonwealth and Triad Financial Group in 2024. Graham is also the owner of BDGraham, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice-management services, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Hannah Dove is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones for four years and has held various roles in educational and legal service organizations. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing both proprietary models and third-party manager solutions through the Envestnet platform.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Mark Heffernan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005, based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range 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 such as planning for professional and developing athletes.