Karen Johnson is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support advisor and client needs.

Edward Schiela is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with The Colony Group, LLC since 2003. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies with private funds and third-party managers.

Andrew Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of experience at Benjamin F. Edwards, following over a decade at Millennium Financial Group. He is based in St. Louis, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Shawn Mahoney is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at NYLife Securities, New York Life Insurance, Wells Fargo Advisors, and Slalom Consulting. In addition to his advisory work, he tutors a range of subjects including finance and standardized test preparation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Ryne Vickery is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the CFP® designation, as well as Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth in 2024, he worked for Buckingham Strategic Wealth, LLC for 15 years and Securian Financial Services, Inc. for 2 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with alternative tools such as trend-following and options overlay strategies.

Scott Perhacs is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Eagle Strategies since 2014. He also owns Perhacs Financial Strategies, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Anna Poppell is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Moneta Group Investment Advisors in two separate periods totaling seven years, as well as at St. Louis Trust Company/Archbridge and Spire. 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 employs a partner-led team structure supported by a centralized investments department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Colin Place is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group and the Massachusetts Department of Revenue. Prior to his financial career, he spent time in education and other roles at Bucknell University and Wellesley Middle/High School. 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 approach that combines active and passive strategies, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

John Steffens is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Neal Albritton is a financial advisor with Integrated Wealth Concepts LLC in Creve Coeur, MO. He holds the ChFC® designation and has 20 years of industry experience, including roles at CWM, LLC, Cambridge Investment Research Advisors, and his own firm, Albritton Financial Services, Inc. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Victoria Renner is a financial advisor at &PARTNERS with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Charles Schwab, TD Ameritrade Clearing, and Scottrade. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis, and utilizes both proprietary and third-party strategies.

Gregory Goltermann is a CFP® professional with 17 years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at RubinBrown LLP and RubinBrown Advisors LLC, as well as experience founding GJG Capital, LLC and Goltermann & Associates P.C. He also provides business, accounting, and tax planning consulting services to legacy clients outside of his advisory work. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private-market capabilities.

Sarah Bishop is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, with five years of industry experience. She holds a Series 65 designation and previously worked at Epic RPS for fourteen years before joining Moneta Group in 2021. 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 employs a partner-led team structure with a centralized investments department and uses a multi-criteria selection process for asset allocation and manager due diligence.

Debra Light is a financial advisor at Mariner with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing customized portfolios through a combination of in-house research and third-party managers.

Matthew Pranschke is a CFP® professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, alongside access to private funds and tailored financial solutions.

Jessica Hinkebein is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years before joining Moneta Group, where she has been since 2021. Moneta Group Investment Advisors serves a range of clients, including high-net-worth individuals, families, family offices, and institutional entities such as retirement plans and endowments. The firm employs a Partner-led team approach supported by a centralized Investments Department and uses a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jacob Allaman is a CFP® professional with seven years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014, currently 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 utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Madeline Sabo is a CFP® professional with two years of industry experience, currently with Moneta Group Investment Advisors, LLC. She has prior experience at JP Morgan and True North Advisors, LLC. 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 and a multi-criteria selection process supported by centralized investments and due diligence.

Jennifer Wiechel is a CFP® with 16 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Regions Investment Management, Inc., and AmSouth Asset Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Frederick Macdonald is a CFP® and CFA® with 26 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC and Mintz Levin Financial Advisors LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.