Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Savanna Cawvey is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 credential and based in St. Louis, MO. She began her advisory career in 2024 and has worked at Moneta Group Investment Advisors and Stifel, among other 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 structure with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Bradley Jenkins is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and A. G. Edwards & Sons, Inc. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside private funds and third-party managers.

Shahzeb Shaikha is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he was involved with myDawat.pk for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, and it manages both discretionary and non-discretionary accounts.

Aaron Vickar is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of finance, he serves as a board member for the Scarborough Group of Companies, a logistics and trucking firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Billy Dickens III is a CFP® professional with 19 years of industry experience, currently advising at Moneta Group Investment Advisors, LLC since 2020. He previously worked with Moneta Group Investment Advisors, Inc from 2016 to 2019. Based in St. Louis, MO, Mr. Dickens has been part of the Moneta firm structure for over eight years. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach with centralized investment oversight and a multi-criteria selection process, offering discretionary and non-discretionary portfolio management, financial planning, family office services, and other specialized concierge offerings.

Kristen Murray is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She is also an owner and landlord of real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering comprehensive investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2009. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. 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 corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Tyler Breed is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, Missouri. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Breed has been with Eagle Strategies since 2017 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

James Rohrbaugh is a financial advisor with \u0026Partners, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Edward Jones. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing fundamental, technical, and quantitative analysis.

Jackson Ward is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at Wilkerson Advisory Group, WR Wealth Planners, and prior experience in both brewing and bottling companies, as well as university positions at the University of Missouri Columbia. Outside of financial services, he has been involved in the Flatbranch Pub & Brewing and Fitz's Bottling Co. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Timothy Grisby is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, TD Ameritrade, and MineSense Technologies. Grisby is based in St. Louis, MO. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Jason Siedle is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Litman Gregory Wealth Management and Wedgewood Partners, Inc. He is involved in transitioning an advisory business following an acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of active and passive strategies, employs third-party independent managers selected through due diligence, and offers proprietary private funds and a continuously offered interval fund.

Jonathan Thrun is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He previously worked at The Colony Group, LLC from 2009 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Georgios Vanfleet is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Charles Schwab and in academic roles at Saint Louis University and Butler University. 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 utilizes a partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Premier Financial Partners, Osaic Wealth, Royal Alliance Associates, LPL Financial, and WS Griffith Securities. He has also worked with clients of Eric Hoemeyer as a registered assistant. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning, portfolio management through multiple platforms, and employs a combination of passive and active strategies with ongoing due diligence.

Benjamin Trujillo is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Moneta Group Investment Advisors since 2018, following a prior role at Stifel. Outside of his advisory work, he is the owner and Vice-President of Trujillo Holdings, LLC and serves as an adjunct professor of law at Washington University School of Law. 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 utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Reed is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Bush O'Donnell Investment Advisors, North American Management Corp., and Wealth Enhancement Group. Reed serves as an independent trustee for Morgan Stanley Pathway Funds and is a trustee of a local homeowners association. Wealth Enhancement Advisory Services provides comprehensive financial planning and asset management services for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based investment strategies that combine active and passive management, supported by an internal Investment Committee.

Nicholas Koboldt is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Asset Management, LLC and Stifel Nicolaus. Koboldt is based in St. Louis, MO. 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 uses a partner-led team approach supported by a centralized investment department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.