Daniel Side is a CFP® professional with seven years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Central Bancorp and other Moneta Group entities. 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 allocation strategies along with specialized services for unique client segments.

Gregory Gobble is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and over 36 years of industry experience. His career includes roles at firms such as First Bank, Infinex Investments, and LPL Financial LLC. Outside the financial sector, he is involved in buying and renovating real estate for profit. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure. The firm operates largely through a network of investment adviser representatives who manage accounts with varying degrees of client discretion and offers a lending marketplace and third-party asset manager referrals.

Robert Palmer is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Fisher Investments and Agia, where he currently works as an agent. Outside of finance, he assists his family on a small hay farm and market garden during weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model investment solutions.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. Outside of advising, he manages a rental property. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, providing tailored portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones for 11 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Moneta since 2021, with prior roles at Neighbors Credit Union and Murray State University. 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 structure and a multi-criteria selection process focused on asset allocation and manager due diligence.

Stephanie Sather is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with various specialized portfolio management tools.

John Marino is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Guardian Life Insurance Company of America and Primerica Advisors since 2015. Outside of his advisory role, he is appointed with United Health Care to write individual health insurance policies and offers MassMutual disability and life insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services with multiple proprietary programs, third-party manager platforms, and various account-level features.

Katherine Jochum is a CFP® and Series 66 designee with 16 years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Wells Fargo Clearing and NRL Mortgage. In addition to her advisory role, she serves as the Regional Investment Committee Chair for United Way in St. Louis. 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 with a centralized Investments Department and uses an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Aaron Wrigley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He previously worked at Wells Fargo Clearing and First Clearing, holding Series 66 credentials. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pensions, charitable organizations, and corporations through over 500 advisors. The firm provides a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory services, utilizing both proprietary and third-party investment strategies.

Victoria Dunlap is a financial advisor with Principal Financial Services in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial Services since 2016 and has worked with Principal Life Insurance Company since 2000. Dunlap also serves as a bank/trust officer, supporting and managing Principal retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through advisory and promoter arrangements.

Alex Roth is a CFP® professional with three years of experience in the financial industry, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. Prior to joining Moneta, he held positions at Southern Illinois University Edwardsville, Lewis and Clark Community College, and Millikin University. Moneta Group Investment Advisors serves a diverse client base including high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a Partner-led team structure and an open-architecture investment process that focuses on asset allocation and manager due diligence, offering comprehensive portfolio management, financial planning, and specialized concierge services.

Kyle Luetters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Philip Dejong, Northwestern Mutual Wealth Management Company, Peter Racen, and Stifel Nicolaus. Outside of finance, he is involved with Freedom Ops, a men's leadership organization, where he works as a trainer and contractor. 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 Teams model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Elizabeth Quillin is a financial advisor at &Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held previous positions at Wells Fargo Advisors and its affiliated entities. Quillin has worked at &Partners since 2023. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through its dual registration as a registered investment adviser and broker-dealer.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Ryan Maksimovich is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2020, following roles at TD Ameritrade, Scottrade, Wells Fargo Advisors, and Waddell & Reed. Based in St. Louis, MO, Maksimovich has expertise developed across multiple firms in the financial services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and advisory programs delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection.

Taylor Howe is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2025, he worked at Edward Jones for six years and has held various roles in education. 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 centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs delivered on both discretionary and non-discretionary bases, with services that include asset management, financial planning, and retirement consulting.