Shaune Colwell is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individual and institutional investors and offers a range of investment advisory and brokerage services. The firm employs various portfolio management strategies using both proprietary models and third-party managers, and operates as both a registered investment adviser and broker-dealer.

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®-certified financial advisor with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a wide range of clients including individual investors, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates both fundamental and quantitative analysis, third-party managers, and diverse strategies across public and alternative investments.

Shahzeb Shaikha is a financial advisor at Oppenheimer in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He was also involved with myDawat.pk for seven years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs and services, including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Aaron Vickar is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Buckingham Strategic Wealth, LLC since 2003 and Bam Management, LLC since 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various private and registered funds.

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, Buckingham Strategic Wealth, Soltys & Clark, CPA LLC, and Madison Wealth Advisors. Outside of advising, he serves as a board member for the Scarborough Group of Companies, a logistics and warehousing firm. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Billy Dickens III is a CFP® professional with 18 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Moneta Group Investment Advisors, Inc from 2016 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team approach supported by centralized investment oversight and a multi-criteria selection process, with specialized services for clients with complex needs.

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 Advisors. Outside of her advisory work, she is also a property owner involved in managing rental real estate in Washington, DC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She has been with Benjamin F. Edwards since 2009 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of investment management and financial planning services through both discretionary and non-discretionary strategies.

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 at &PARTNERS with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides a range of services such as investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party strategies across discretionary and non-discretionary portfolio management.

Jackson Ward is a CFP® professional with one year of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he held roles at Wilkerson Advisory Group and WR Wealth Planners. Outside of finance, he has experience working in the brewing and bottling industries in Missouri. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies across managed and held-away assets.

Timothy Grisby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, and MineSense Technologies Ltd. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without 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 licenses and bringing 16 years of industry experience. He has been associated with The Colony Group, LLC since 2009. 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 that incorporates fundamental and quantitative analysis alongside third-party managers and provides a broad offering of investment and financial solutions supported by an extensive network of affiliated service companies.

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 designations and possessing 36 years of industry experience. He has worked with Premier Financial Partners, LLC since 2008 and was affiliated with Osaic Wealth and Royal Alliance Associates, Inc earlier in his career. Bersch also works as a registered assistant for Premier Financial Partners, assisting clients of Eric Hoemeyer. Independent Financial Group is a large enterprise advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party investment models alongside custodial platforms like Schwab and Pershing.

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.