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Laura S

CFP®, Series 65

Brentwood, MO

Hightower Advisors

Laura Slawski is a CFP® and Series 65 credentialed advisor with 10 years of experience in the financial industry. She currently works at Hightower Advisors and previously held positions at Matter Family Office and Moneta Group LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing multi-manager solutions and proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Renee N

Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

Renee Nenninger is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2022, with prior experience at AW Securities, LPL Financial, National Planning Corporation, and JM Horseman Group LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies and offers model and specialist portfolios, while also managing private funds and providing educational resources.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Elliot R

Series 65

St. Louis, MO

Private Advisor Group, LLC

Elliot Rybak is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes over a decade at Bank of America and advisory roles at The Chamberlin Group and C2P Capital Advisory Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Thomas L

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Thomas Leire is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Conning, KLR, Reltio, and other firms. 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’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Samuel B

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Samuel Brooks is a CFP®-certified financial advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth, United Income, and BNY Mellon. Outside of financial services, he has worked in recreation and academia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Troy M

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Troy Mc Quinn is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2022 and previously worked at EY from 2015 to 2022. Based in St. Louis, MO, he is part of a larger advisory team within the firm. 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 emphasizes asset allocation and manager due diligence across a range of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Grant H

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Grant Heutel is a CFP® and holds a Series 65 license with seven years of industry experience. He joined Focus Partners Wealth, LLC in 2024 after six years at Buckingham Strategic Wealth, LLC and previous roles at Principal Securities, Inc. and Schuster Financial Services. Heutel also spent four years at the University of Missouri Columbia early in his career. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jackson L

Series 65, Series 63

Town and Country, MO

First Command Advisory Services

Jackson Lessmann is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His work history includes multiple roles within First Command’s affiliated entities and prior experience at Advisor Seekers and two academic institutions. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel S

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Daniel Stockenberg is a financial advisor at Moneta Group Investment Advisors, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and providing a range of services from portfolio management to family office support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Avri B

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience and holds a Series 66 designation. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors and STIFEL. Outside of advising, Bitz coaches volleyball for the Rockwood School District and works as a server at Syberg's Eating & Drinking Company. 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 programs, financial planning, investment management, brokerage services, and insurance products, employing both proprietary strategies and third-party model portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Ashley B

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Ashley Brooks is a CFP® professional based in St. Louis, MO, with four years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Outside of financial advising, she has experience at Gathering Grounds Cafe and George Mason University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, integrating quantitative analysis and diversified portfolio management tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Judy R

CFP®, Series 63, Series 65

St. Louis, MO

Steward Partners Investment Advisory, LLC

Judy Rubin is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Royal Alliance Associates. Rubin serves as Chairman of the Finance Committee for the Foundation for Barnes Jewish Hospital and is President and Managing Director of Plaza Advisory Group, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Kristi B

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Kristi Borglum is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her career includes prior roles at Bank of America and Merrill. She is 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 employs 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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Stephen W

CFP®, Series 65, Series 63

Brentwood, MO

Mariner

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at UBS Financial Services, JPMorgan Securities, JPMorgan Chase Bank, and Moneta Group Investment Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and access to third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph W

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Outside of advisory work, he has experience in the carwash business. Focus Partners serves individuals, families, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within a long-term, tax- and fee-sensitive framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Brenda O

Series 63, Series 66

St. Louis, MO

Oppenheimer

Brenda Obrien is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2003. 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 covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management, with consulting and retirement services tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Cameron B

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Cameron Brandstadt is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2024, with prior experience at Cascade Hills Country Club and Riverfront Investment Group. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Jason R

CFP®, Series 66

Creve Coeur, MO

Commonwealth Financial Network

Jason Roehr is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2014. Outside of his advisory role, he is a co-owner of L&F Group, Inc., a private entity involved in securities, advisory, and insurance activities. 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 around $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs and access to third-party asset managers, offering a range of investment options and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brian H

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Focus Partners, Haywood worked for Buckingham Strategic Wealth for 17 years and held roles at BAM Advisor Services, LLC and Buckingham Asset Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Andrew W

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Andrew Wig is a CFA® charterholder with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC from 2005 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies using both fundamental and quantitative analysis within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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