Wistar Holt Jr. is a CFP® professional with 13 years of experience currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Royal Alliance Associates, and Plaza Advisory Group, where he also works as a Certified Divorce Financial Analyst. Holt is involved with the Financial Planners Association of Greater St. Louis, serving as Programs Chair. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations.

Richard Huite Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Benjamin F Edwards & Co. for 15 years before joining Mariner and Msec, LLC in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax services and specialized family office and employer wellness solutions.

Stephanie Ritter is a Series 66–licensed financial advisor with 17 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2026 and previously spent over a decade with Edward Jones. Outside of her advisory work, she has been an Avon sales representative since 2006, primarily purchasing products for personal use. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture selection process focused on asset allocation and manager due diligence.

Trevor Stone is a CFP® with nine years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by a centralized investments department and uses a multi-criteria selection process focused on asset allocation and manager due diligence.

Daniel Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Investment Institute. Benjamin F. Edwards & Company, Inc. 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 a team of over 500 advisors. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

David Lazarus is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at CIBC World Markets Corp. and Fahnestock & Co. Inc., where he has worked 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 range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation alongside manager selection and ongoing portfolio reviews.

Adam Roeder is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 license with five years of industry experience. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, Roeder has experience in the automotive service industry and collegiate sports. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and business management 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.

Michael Mccarthy Sr. is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2003, following a one-year tenure at CIBC World Markets Corp. prior to that. 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 and advisory services across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and periodic portfolio reviews.

Carolyn Bowles is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO with three years of industry experience. She holds a Series 65 designation and has worked previously at Albright Wealth Management, Albright Financial, Argent Capital Management, and Peabody Energy. Outside of advising, she is involved with Swan Investment Properties, LLC, a privately held real estate entity related to office property ownership. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Aaron Bosch is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked for 16 years with the Mehlville School District. He is based in St. Louis, MO. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional athletes and institutional advisory relationships.

Bryan Hebron is a CFP® professional with five years of experience in financial advising at Moneta Group Investment Advisors, LLC. He has been with Moneta Group since 2015 in various 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 approach supported by a centralized investments department and emphasizes asset allocation and manager due diligence.

Farah Winkler is a CFP®-certified financial advisor with 16 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2016. Located in St. Louis, MO, she holds a Series 63 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and a multi-criteria approach to investment selection, emphasizing asset allocation and manager due diligence.

Jeffrey Bradley is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Bradley has been with Eagle Strategies since 2018 and has concurrent experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2016. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

David Ressner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and operated his own firm, RESSNER Financial Planning LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management 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.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Bradley Miller is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, New York Life Insurance Company, Beltone Alliance, and prior experience in real estate with RE/MAX Results Realty, Payne Family Homes, and Fulford Homes. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring its advice to client objectives and plan sponsor criteria, with a majority of its assets managed on a non-discretionary basis.

Deborah Beasley is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following prior roles at TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Based in St. Louis, MO, she provides investment advice and wealth management consultations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management. The firm uses asset-allocation models and internal research tools to guide investment selection, with client authorization required for trade execution.

Kyle Lane is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo and Wells Fargo Clearing prior to joining TIAA in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Travis Huber is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. His career includes nine years at Wells Fargo Clearing and six years at STIFEL before joining his current firm in 2025. Based in St. Louis, MO, he serves a diverse client base through a well-established enterprise firm. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors. The firm provides services to individuals, high-net-worth clients, institutions, and corporate clients, offering a range of advisory programs, financial planning, and investment management solutions that include proprietary strategies and third-party model portfolios.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has been associated with Millennium Financial Group since 1997. He also serves as a trustee for two lifetime trusts. 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 provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and selected M&A advisory services.