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.

Gregory Gobble is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms including First Bank, Infinex Investments, and LPL Financial. Outside of his advisory work, he has engaged in real estate investing focused on buying and fixing properties for profit. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, utilizing a hybrid adviser and broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Robert Palmer is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of his advisory role, he assists his family in operating a small hay farm and market garden on weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to support its operations at scale.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering a combination of investment advisory and brokerage services. The firm employs a variety of investment strategies through proprietary models and third-party managers, and operates as both a broker-dealer and registered investment advisor.

Stephen Chanez is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2021, including a brief period at Compass Retirement Group LLC. Prior to that, he held roles at Prosperity Capital Advisors and Charles Schwab. Outside of advising, he is also an insurance agent for various carriers. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security pricing.

Christopher Trovitch is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2018, following an 11-year tenure at Edward Jones. 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 charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party strategies.

Alexander Randolph is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Citigroup Global Markets since 2021 and previously held roles at Regions Bank, Wells Fargo Clearing Services LLC, DiSys, and U.S. Bank. Randolph is based in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, catering to diverse client needs including discretionary and non-discretionary portfolios.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation and six years of industry experience. He has held roles at Moneta since 2021 and previously worked at Neighbors Credit Union and Murray State University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and specialized 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 selection process.

Stephanie Sather is a Series 65-licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Asset Management, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across multiple asset types.

Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized strategies, including mutual fund, active/passive and ETF portfolios, and separately managed accounts, supported by ongoing due diligence and portfolio monitoring.

John Marino is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Guardian Life Insurance Company of America and Primerica Advisors since 2015. Outside of his advisory role, he is appointed with United Health Care to write individual health insurance policies and offers MassMutual disability and life insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services with multiple proprietary programs, third-party manager platforms, and various account-level features.

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.

Joseph Galloway is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Wells Fargo Advisors, TD Ameritrade, and several other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

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.