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. Aaron holds the Series 66 designation and is based in St. Louis, Missouri. Benjamin F. Edwards & Co. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies combined with ongoing due diligence and monitoring.

Victoria Dunlap is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has worked at Principal Financial Services since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Dunlap also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s multiple offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alex Roth is a CFP® professional with two years of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. His work history includes roles at Southern Illinois University Edwardsville and Lewis and Clark Community College prior to joining Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and rigorous manager due diligence.

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 the Series 63 and Series 65 designations. Her prior roles include various positions at Wells Fargo Advisors and related entities from 2009 to 2023, as well as a brief tenure at Ampersand Partners, LLC before joining &Partners. &Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, and institutional clients such as sovereign wealth funds. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment advisory, brokerage, financial planning, and consulting services utilizing a combination of proprietary and third-party strategies.

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.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

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 financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Oppenheimer since 2020. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches, including strategic and tactical asset allocation across multiple asset classes, and manages both discretionary and non-discretionary assets.

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 in St. Louis, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of his advisory role, he has a private investment in a commercial property. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian with a distinctive mix of discretionary and non-discretionary advisory programs.

Kevin Hennessy is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015, including a recent transition within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Swanson is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC, based in St. Louis, MO, with three years of industry experience. His prior work includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, as well as a five-year tenure at Webster University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis, third-party managers, and alternative strategies across managed and held-away assets.

Courtney Rorie is a financial advisor at &Partners with series 63 and 66 licenses and 16 years of industry experience. Prior to joining &Partners in 2024, Rorie worked at UBS Financial Services from 2014 to 2024. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes both proprietary and third-party investment models, combining fundamental, technical, and quantitative analysis across a range of products.

Jill Lohr is a financial advisor with NewEdge Advisors and holds a Series 66 designation. She has 24 years of industry experience, including roles at Raymond James & Associates and JPMorgan Chase. She is also the owner of Lohr Wealth Management, a business entity focused on investment-related activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. 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 solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following nine years at Smith Moore & Co. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Richard Gast is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Moneta Group since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.