John Steffens is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneta Group since 2015. 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 a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Neal Albritton is a financial advisor with Integrated Wealth Concepts LLC in Creve Coeur, MO. He holds the ChFC® designation and has 20 years of industry experience, including roles at CWM, LLC, Cambridge Investment Research Advisors, and his own firm, Albritton Financial Services, Inc. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gregory Goltermann is a CFP® professional with 17 years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at RubinBrown LLP and RubinBrown Advisors LLC, as well as experience founding GJG Capital, LLC and Goltermann & Associates P.C. He also provides business, accounting, and tax planning consulting services to legacy clients outside of his advisory work. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private-market capabilities.

Sarah Bishop is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, with five years of industry experience. She holds a Series 65 designation and previously worked at Epic RPS for fourteen years before joining Moneta Group in 2021. 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 with a centralized investments department and uses a multi-criteria selection process for asset allocation and manager due diligence.

Debra Light is a financial advisor at Mariner with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing customized portfolios through a combination of in-house research and third-party managers.

Matthew Pranschke is a CFP® professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. Focus Partners 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 using both active and passive strategies, alongside access to private funds and tailored financial solutions.

Jessica Hinkebein is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years before joining Moneta Group, where she has been since 2021. Moneta Group Investment Advisors serves a range of clients, including high-net-worth individuals, families, family offices, and institutional entities such as retirement plans and endowments. The firm employs a Partner-led team approach supported by a centralized Investments Department and uses a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jacob Allaman is a CFP® professional with seven years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014, currently 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 utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Madeline Sabo is a CFP® professional with two years of industry experience, currently with Moneta Group Investment Advisors, LLC. She has prior experience at JP Morgan and True North Advisors, LLC. 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 and a multi-criteria selection process supported by centralized investments and due diligence.

Jennifer Wiechel is a CFP® with 16 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Regions Investment Management, Inc., and AmSouth Asset Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Frederick Macdonald is a CFP® and CFA® with 26 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC and Mintz Levin Financial Advisors 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior work includes positions at Evans & Dixon, LLC, the University of Missouri-Columbia, and various educational institutions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Peter Palumbo is a Series 66-licensed financial advisor with Oppenheimer in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, managing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Jacob Mitchell is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has one year of industry experience and previously worked with several companies, including Wild M Brands, LLC, where he serves as COO and co-founder, managing day-to-day operations in manufacturing and consumer product sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Benjamin Houseman is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to Eagle Strategies, he has been involved with Houseman Financial & Insurance Services LLC since 2015 and Nylife Securities LLC since 2012. He serves as Board Member President of the Society of Human Resource Management of Greater St. Louis. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice delivered primarily through non-discretionary management within an integrated structure connected to New York Life.

Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Susan Hanlon is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Buckingham Strategic Wealth, LLC, First Heartland Consultants, Inc., and Edward Jones. Focus Partners Wealth 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 combines active and passive strategies within an enhanced open architecture framework.

Christie Maclin is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 29 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and access to private and registered pooled vehicles. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework emphasizing long-term, tax- and fee-sensitive portfolio construction.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.