Frederick Macdonald is a CFP® and CFA® with 26 years of industry experience, currently serving at Focus Partners Wealth, LLC after joining The Colony Group, LLC in 2012. He is based in St. Louis, MO. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive suite of services such as investment management, financial counseling, family office solutions, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a diversified range of public and alternative investment options.

Jonathan Honig is a financial advisor with Oppenheimer in St. Louis, MO. He holds the Series 66 designation and has recently transitioned from roles at Evans & Dixon, LLC and multiple positions within Oppenheimer since 2023. Prior to entering the financial industry, he worked in education at the University of Missouri-Columbia, Christian Brothers College High School, and Washington Middle School. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation and manager selection across various investment vehicles with both discretionary and non-discretionary management programs.

Peter Palumbo is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services that incorporate strategic asset allocation, manager selection, and retirement planning.

Jacob Mitchell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. He is also the COO and co-founder of Wild M Brands, LLC, a manufacturing and consumer product sales company. Prior to his current role, he held various positions in both financial services and other industries. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b)/457(b) plans. The firm offers a range of financial planning and retirement plan services, utilizing both in-house and third-party investment strategies overseen by an investment management and research team employing strategic and tactical approaches.

Benjamin Houseman is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to Eagle Strategies, he has been involved with Houseman Financial & Insurance Services LLC since 2015 and Nylife Securities LLC since 2012. He serves as Board Member President of the Society of Human Resource Management of Greater St. Louis. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice delivered primarily through non-discretionary management within an integrated structure connected to New York Life.

Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. 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 ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. 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 uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Susan Hanlon is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Focus Partners Wealth in 2024, she spent 11 years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and integrated advisory services.

Christie Maclin is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with 10 years of industry experience and a Series 66 designation. She worked at Edward Jones for 29 years before joining Focus Partners Wealth in 2026. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm offers a range of wealth services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Madaline Creehan is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 23 years of industry experience. She has worked at The Colony Group, LLC, BAM Management LLC, and Buckingham Strategic Wealth, LLC. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Adam Schweizer is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he worked nine years in the Rockwood School District in Missouri. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, integrating both fundamental and quantitative analysis, and offers a wide array of wealth management services and affiliated product solutions.

Douglas Faupel is a financial advisor with Oppenheimer & Co. Inc in Chesterfield, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with a distinctive approach that includes both discretionary and non-discretionary management and roles as a qualified custodian.

Daniel Berglund is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is a co-owner of D&B Strategic Wealth and has been affiliated with Commonwealth Financial Network since 2005. In addition to his advisory work, he provides tax preparation services through his firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Carrie Meyer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, while also acting as a qualified custodian.

Diane Fredericks is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and U.S. Bancorp Investments, Inc. She is also involved in the sale and service of fixed insurance and annuities outside her advisory work. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third‑party manager programs using a variety of portfolio management approaches.

Tammy Courtney is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. 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 across various investment vehicles.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools while client trading decisions remain discretionary.

Larry Richardson is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Richardson has been with Benjamin F. Edwards & Co since 2011. 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 organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Luke Hagerty is a financial advisor with Mariner Wealth Advisors holding a Series 65 designation and three years of industry experience. His prior roles include positions at Forward Through Ferguson and educational institutions such as Chicago Jesuit Academy and Loyola Academy of St Louis. Mariner Wealth Advisors 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 combines discretionary, customized portfolios with in-house research and third-party managers, while providing integrated tax, accounting, and family office services uncommon at its enterprise scale.