Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp 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 uses a partner-led team approach and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional based in Saint Louis, MO, with four years of industry experience. She is currently with Focus Partners Wealth, LLC, having previously worked at Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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, employing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Rebecca Winkler is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC and GreenCourse Financial Advisors, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Saxony Securities Inc. Outside of his advisory role, he is active as a Twitch streamer, where he plays video games and discusses recent updates in the gaming community. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services that include model portfolios and separately managed accounts, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Geoffrey Bowers is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Fidelity Brokerage Services and Ameriprise Financial Services. Outside of his advisory work, he has been involved in non-investment related real estate ownership since 2008. 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 supported by centralized investment research and utilizes an open-architecture selection process focused on asset allocation and manager due diligence.

Chrysa Snow is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and currently located in Saint Peters, MO. She has been with Money Concepts since 2025 and previously worked at Haeffner Wealth Advisors and Hermann Wurst Haus. Outside of finance, she owns and operates Chrysa Snow Photography. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Joshua Tarr is a CFP® and Series 66 credentialed advisor at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2018 and previously held roles at Mutual Advisors, LLC, Mutual Securities, Inc, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Mallory Harrell is a Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, as well as earlier experience at AG Industries. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Yen Huei Jones is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Mariner and previously spent 12 years at Charles Schwab and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services along with specialized family office and financial wellness solutions.

Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. 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 manages a variety of model portfolios using both strategic and tactical investment approaches.

Fredrik Axsater is a financial advisor with 24 years of industry experience, currently with &Partners. He holds Series 63 and Series 66 designations and has previously worked at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street entities. He is the principal owner of PIM GLOBAL LTD., a company established to support his work with &Partners while based in the UK. &Partners serves a diverse client base including individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and ERISA consulting through discretionary and non-discretionary accounts, utilizing a range of analytical strategies and third-party managers.

John Morard is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Arathi Consulting, Severin Investments, and US Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christopher Whiting is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at SS&C Advent for three years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by both in-house and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Haider Yousif is a financial advisor with Schwab Wealth Advisory in Saint Louis, MO, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator, participating in arbitration panels on a voluntary basis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations while clients retain final trading decisions.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a 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 alongside specialized tools such as trend-following and options overlay strategies.

Sandra Pourcillie is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. She previously worked at Ascent Investment Partners, LLC for eight years. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Preston Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and The Summit Church. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Beth Engel is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation. She has previously worked at Wells Fargo Private Bank, Fifth Third Private Bank, BMO Bank, NA, and Torch Law. Engel is based in St. Louis, MO and has one year of experience with her current firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure and an open-architecture investment process that includes manager due diligence and proprietary multi-strategy vehicles.