Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

Daniel Hartmann is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Thrivent Financial, CliftonLarsonAllen Wealth Advisors, and TD Ameritrade. Prior to his financial services career, he was employed by Major League Baseball Advanced Media and College Hunks LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that combines active and passive strategies, third-party managers, and private funds.

Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.

Peter Racen is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Northwestern Mutual in various roles from 1999 to 2022. Outside of his advisory work, he serves on the finance committee of River City Church and is CEO of Crescendo Advisory, LLC, a firm specializing in training and mentoring wealth management advisors on exit planning and executive compensation. 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 partner-led teams supported by a centralized investment department and provides diversified, multi-asset investment strategies alongside unique institutional and niche client services.

David Kaslow is a CFA® charterholder with 27 years of industry experience. He has been with &Partners since 2025 and previously worked at Oppenheimer for 21 years. Kaslow serves on the investment committee of the John Burroughs School, overseeing the school endowment. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

William Akins is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors, LLC since 2016, serving in the firm’s St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm uses a Partner-led Team model supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and tailored financial plans.

Michael Follis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds a Series 63 license. 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 a Partner-led Team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

Carlee Jones is a Series 65-licensed advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has held roles outside of financial services at organizations including the YMCA and Syngenta. Focus Partners serves a diverse client base ranging from individuals and high-net-worth families to corporate and institutional clients, offering wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term investment approach that incorporates both active and passive strategies, quantitative analysis, and unique tools such as trend-following and options overlays within an enhanced open architecture framework.

Michael Warner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2018. Prior to joining Moneta, he worked at Tucker Allen, LLC from 2016 to 2018. Warner is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led team approach with centralized investment oversight and a multi-criteria manager selection process.

Michael Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Johnson has been with Moneta Group since 2005 and also operates his own CPA practice. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management alongside specialized services such as family office support and planning for professional athletes.

Sean Dolan is a financial advisor with Steward Partners Investment Advisory, LLC based in St. Louis, MO. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Royal Alliance, and Plaza Advisory Group, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both Steward Partners-branded solutions and third-party money managers.

Patrick McGinnis is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Moneta Group Investment Advisors, LLC in St. Louis, MO since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Aaron Deterding is a CFP® professional with 13 years of industry experience, currently advising at Oppenheimer in St. Louis, MO. His prior work includes roles at Larson Financial Group, TD Ameritrade, and Scottrade. Oppenheimer serves a broad client base including high net worth individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services. The firm provides diversified investment programs with both discretionary and non-discretionary management, maintaining custody of client assets while operating its multiple business lines.

Abby Shemeld is a CFP® professional with four years of experience at Creative Planning and prior experience at Paradigm Financial Advisors and PricewaterhouseCoopers LLP. She is based in Des Peres, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Andrew Gildehaus is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and JP Morgan entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and advanced technology tools.

Aaron Bock is a CFA® charterholder with 15 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Tiya Lim is a Series 65-licensed financial advisor with Creative Planning, based in St. Louis, MO, and has 15 years of industry experience. She has been with Creative Planning since 2014. Outside of her advisory role, she serves as a board member trustee for John Burroughs School, an independent high school in St. Louis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient options, supported by a broad advisory team and integrated investment infrastructure.

Robert Mitchell is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Alejandra Berra is a CFP® and holds a Series 66 license with Steward Partners Investment Advisory, LLC. She has been with Steward Partners and affiliated firms since 2026. Prior to her current role, she worked at Commerce Bank for 16 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.