Richard Mcdonald is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Moneta Group Investment Advisors in various capacities from 2010 to 2025. Benjamin F. Edwards & Company serves a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing strategies managed internally and by third-party managers.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Buckingham Strategic Wealth, LLC and Legacy Financial Strategies, LLC. Prior to his advisory career, he was involved with Custom Wood Products and Kansas State University. 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 and offers a broad range of financial and fiduciary services.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies monitored by an Investment Strategy Committee.

Brian Brush is a CFP® professional with 12 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Lumia Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a broad range of services including portfolio management, financial counseling, fiduciary consulting, and tax compliance. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Joann Jolly is a financial advisor at &PARTNERS with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is involved with multiple business entities, including AIMA International LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Stephen Dolan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at Mariner Wealth Advisors and Msec, LLC from 2015 to 2019. He is based in St. Louis, MO and holds the Series 66 designation. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Nicholas Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards & Co since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering services such as financial planning, retirement plan consulting, and investment management. Benjamin F. Edwards employs a range of discretionary and non-discretionary wrap programs, utilizing both internal and third-party managed strategies across multiple asset classes.

Timothy Burford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He has been with Moneta since 2019 and previously held roles at Honey Baked Ham, the University of Missouri - Columbia, LCMS Foundation, Kohl's, and Kozeny & McCubbin. 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 employs a partner-led team structure with a centralized investments department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Abby Donnellan is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Anders CPA's & Advisors for seven years. 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 operates with partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lauren Miener is a CFP® professional with six years of experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Connor Mullen is a Series 66 credentialed financial advisor with one year of industry experience. He has worked at Commonwealth Financial Network since 2026 and also has experience at Triad Financial Group, Brinkmann Constructors, and in academic roles at the University of Missouri St. Louis and Rockhurst University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, supporting client portfolios through both internally managed models and outsourced solutions.

John Lake is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has recently started his career in the industry. Prior to joining Moneta, he worked at Fallon & Byrne and has experience in non-financial roles including at Ted Drewes, Inc. and Chaminade College Prep School. 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 structure with a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life) in Saint Louis, MO, holding a Series 63 designation and over 43 years of experience in the industry. His career includes long-term roles at Marco Financial, LLC and New York Life Insurance Co. Beyond his advisory work, he serves as Chairperson of the local public TV station KETC, sings in an a cappella vocal jazz group, and holds leadership roles in nonprofit organizations promoting ballroom dancing and supporting the St. Louis Symphony. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.

Carl Thoenen is a financial advisor with Lincoln Investment and holds Series 63 and Series 66 credentials. He has 32 years of industry experience, including roles at Lincoln Investment since 2010 and Aag Securities, Inc. since 1996. Outside of advising, he serves as Vice President on the Board of Directors for The Cries of a Child charity and is involved in local Boy Scout troop leadership and various community and church activities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through strategic and dynamic approaches, overseeing $22.9 billion in advisory assets as of the end of 2025.

Matthew Muckler is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including prior roles at Scottrade, Inc. and a brief period of unemployment in 2018. He also serves as co-trustee of the Michael P. Muckler Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management. The firm offers a range of strategies including mutual fund and ETF model portfolios, separately managed accounts, and customized private portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Joshua Ernst is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Focus Partners Wealth and Buckingham Wealth Partners/Focus Partners Wealth, totaling eleven years in wealth management. Ernst holds a Series 65 credential and is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Allen Williams is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with NYLIFE Securities LLC since 2014 and New York Life Insurance Co. since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Daniel Side is a CFP® professional with seven years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Central Bancorp and other Moneta Group entities. 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 and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.