Stephanie Rogers is a CFP® and CFA® credentialed advisor with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2018 and previously spent eight years at U.S. Trust. She is 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 employs Partner-led Teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

William Hornbarger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Benjamin F. Edwards since 2020 and previously spent 11 years with Moneta Group Investment Advisers, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Jami Choinka is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2012. 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 tailored client plans.

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. His prior work history includes roles at Moneta Group Investment Advisors and Buckingham Strategic Wealth. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing both proprietary strategies and third-party models.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Buckingham Strategic Wealth, Legacy Financial Strategies, and Focus Partners Wealth. Prior to his financial advisory career, he spent four years at Custom Wood Products and Kansas State University. 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, private funds, and third-party managers within an enhanced open architecture framework.

Marc Kessler is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Benjamin F. Edwards & Co since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Brian Brush is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Bam Management, and Lumia Wealth. Based in St. Louis, MO, he holds the Series 63 and Series 65 licenses as well. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative analysis and specialized portfolio tools.

Joann Jolly is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 21 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. She is based in Saint Louis, MO. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 65 and Series 63 credentials and with seven years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with World Financial Group, Inc. and AIMA International LLC, where he has held roles for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and coordinates affiliated retirement and recordkeeping services.

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 CFP®-certified financial advisor with 11 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He has been with Benjamin F. Edwards & Co since 2011, totaling 15 years at the firm. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

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.

Sherri Henry is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, she worked at Wells Fargo Clearing for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

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, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a long-standing association with Aag Securities, Inc. Outside of his advisory role, Mr. Thoenen serves as Vice President on the board of the charity The Cries of a Child and is actively involved in his community through leadership roles with a local Boy Scout troop and a church men's group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.