Jacob Stewart is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining Moneta, he held roles at The Colony Group, LLC and Buckingham Strategic Partners, LLC, and spent five years at Missouri State University. His background also includes management experience at Xpress Car Wash and Detail and involvement with the Affton Athletic Association. 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 and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Eric Schaefer is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has held positions at several other financial advisory firms since 2016. Schaefer has also been involved with the University of Illinois since 2019. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with integrated reporting and advice across managed and held-away assets.

John Luby Jr. is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022, following an 11-year tenure at UBS Financial Services. Based in St. Louis, MO, he provides advisory services through Oppenheimer’s platform. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm uses strategic asset allocation and manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and periodic reviews.

Katherine Parker is a Series 65 licensed financial advisor with nine years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2015, currently serving at their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Thomas Haug is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 alongside various specialized offerings.

Christopher Kamykowski is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Mercer and Summit Strategies. 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 emphasizes diversified, multi-asset allocations and operates with Partner-led Teams supported by a centralized Investment Department.

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2014 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages various proprietary funds and specialized strategies.

Alexander Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and eight years of industry experience. Prior to joining Benjamin F. Edwards, he worked at L.M. Kohn & Company for nine years and has been involved with Millennium Financial Group since 2013. Outside of his advisory role, he assists with tax and legal administrative tasks at Robert E. Ferguson & Associates. 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 nonprofit organizations, offering a range of advisory programs and investment solutions that include firm-developed and third-party model strategies with ongoing oversight by an Investment Strategy Committee.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years and MB Health for two years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside private funds and ETFs.

Kevin Grogan is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Peter Dolan is a financial advisor at Steward Partners Investment Advisory, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Dolan is also an author and has involvement as an insurance agent and passive investor in farming. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm offers investment advisory, financial planning, and managed account programs for individuals, pension plans, corporations, and charitable organizations, utilizing both discretionary and non-discretionary portfolio management solutions.

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Clyde Pilkington is a financial advisor at &PARTNERS with 46 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. &PARTNERS serves a diverse client base, including individual and institutional investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, and consulting services, employing a mix of proprietary models and third-party managers across discretionary and non-discretionary portfolios.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies, private funds, and separate account managers.

Sean Sweeney is an advisor at OSAIC Institutions, Inc. with a Series 66 designation. He has been in the industry since 2024, with prior experience at American Income Life Insurance and several banking institutions. Outside of finance, he has been involved with Columbia Youth Lacrosse and has held roles at the University of Missouri. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary client accounts.

Robert Bertman is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of his advisory roles, he owns Family Budget Expert, a business providing budgeting services to legacy families and managing related intellectual property. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Warren Terry is a financial advisor at &PARTNERS with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Ampersand Partners, LLC and then &PARTNERS. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a mix of investment advisory and brokerage services, utilizing proprietary and third-party strategies across fundamental, technical, and quantitative analyses.