Zachary Naert is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, with a brief period at Ground Shark Coffee and time associated with the University of Missouri. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Lindsay Taylor is a CFP® with 11 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She has been with Moneta Group in various roles since 2014. Outside of her advisory work, she manages a rental property in Huntington, WV. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Cody Basala is a CFP® professional at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with four years of industry experience. Prior to his current role beginning in 2022, he spent ten years at The Fitness Edge. He is also an adjunct instructor teaching lifelong wellness classes at Delta College. 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 provides a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, employing both proprietary strategies and third-party models.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Romine 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 prior experience includes roles at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Michael Mattern is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at OneDigital and Enterprise Mobility and spent four years at Purdue University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive approach to portfolio construction, utilizing a blend of active and passive strategies, third-party managers, and private funds.

Krisha Kozlowski is a Series 65-licensed financial advisor with Creative Planning and has three years of industry experience. Her prior roles include positions at Paradigm Financial Advisors, Wipfli, Mueller Prost PC, and Brian Toennies & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by tax-loss harvesting and selective private market exposure.

Brooke Hunady is a CFP® professional with 17 years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016, including its predecessor entities. 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 investment department and an open-architecture process emphasizing asset allocation and manager due diligence.

Seth Hieken is a CFA® charterholder with 30 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC in two separate periods totaling 13 years, and at Copeland Capital Management, LLC for one year. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate and institutional clients, including ERISA retirement plans. 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.

Jada Diedrich is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2013 and The Colony Group, LLC since 2024. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Shaune Colwell is a financial advisor at &PARTNERS with 22 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Savanna Cawvey is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 credential and based in St. Louis, MO. She began her advisory career in 2024 and has worked at Moneta Group Investment Advisors and Stifel, among other roles. 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 with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Bradley Jenkins is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and A. G. Edwards & Sons, Inc. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside private funds and third-party managers.

Shahzeb Shaikha is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he was involved with myDawat.pk for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, and it manages both discretionary and non-discretionary accounts.

Aaron Vickar is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of finance, he serves as a board member for the Scarborough Group of Companies, a logistics and trucking firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Billy Dickens III is a CFP® professional with 19 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2020. He previously worked with Moneta Group Investment Advisors, Inc from 2016 to 2019. Based in St. Louis, MO, Mr. Dickens has been part of the Moneta firm structure for over eight years. 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 a multi-criteria selection process, offering discretionary and non-discretionary portfolio management, financial planning, family office services, and other specialized concierge offerings.