Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC in St. Louis, MO, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and Foreside Financial Services. Muckler also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified mutual fund and ETF model portfolios as well as discretionary fixed-income management. The firm serves a sizable client base with an enterprise-scale platform and delivers a combination of platform services and direct fund management.

Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles outside of finance including positions at Play it Again Sports and Worldwide Freight Management. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other vehicles.

Brett Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He has been with the firm since 2014 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $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 that include both firm-developed and third-party model strategies.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Bailey Gilliam is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to third-party managers and integrates a broad platform of affiliated service companies and product relationships.

Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Timothy Halls is a CFP®, CFA®, and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously spent time at RFG Advisory Group, LLC and LPL Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Adam Kruger is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments. Outside of his advisory role, Kruger serves as president and board member of EI.BO, a nonprofit focused on improving computer programming opportunities in the Midwest, and is a board member of Wings of Hope, Inc., a nonprofit organization supporting sustainable programs for underserved communities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Kristin Brown is a CFP® with 11 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2012. She is based in St. Louis, MO, and has spent her career with Moneta Group. 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 operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services such as trustee support and planning for professional athletes.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Stephen Hoerr Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior experience includes roles at E3 Tax Service and KPMG, LLP. 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 employs an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Robert Barnes Jr. is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He serves as a trustee of Mothers Trust. Oppenheimer provides a range of advisory and brokerage services to individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, offering both discretionary and non-discretionary management programs.

Daniel O’Very is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, where he has worked since 2013. He has 21 years of industry experience. Outside of his advisory role, O’Very serves as a trustee for the Eagle Point Subdivision HOA and is actively involved in youth ice hockey officiating and development through USA Hockey and the Missouri Ice Hockey Officials Association. 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 organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC 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 and retirement plan fiduciary services.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Morgan Stanley. Prior to his career in finance, he spent eight years at Enterprise Holdings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and options-based approaches, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away employer retirement accounts.