Patrick Unnerstall is a CFP® with 27 years of industry experience. He currently works at &Partners and previously spent 25 years at Edward D. Jones & Co., L.P. He serves as 1st Vice President on the board of the Washingtons Lion Club, a community service organization. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of fundamental, technical, and quantitative strategies, managing accounts through both in-house advisors and third-party managers.

Anthony Aiazzi is a CFP® and CFA® with 11 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2016. Based in St. Louis, MO, he has spent his entire advisory career at Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients. The firm employs a partner-led team approach with centralized investment support and an open-architecture selection process emphasizing asset allocation and manager due diligence. Moneta also offers a range of services including portfolio management, financial planning, family office services, and specialized offerings for clients with complex needs.

Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Matthew Clark is a CFP® with 13 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Charles Schwab, and Edward Jones. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

William Davis is a CFP® professional with 14 years of experience in financial advising. He is currently with Private Advisor Group, LLC, where he has worked since 2020. Prior to that, he held advisory roles at Archford Capital Strategies and Deschaine & Company, L.L.C. Mr. Davis is also licensed to sell insurance products on a commission basis, which is separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model and employs a range of investment strategies delivered through proprietary and third-party platforms.

Perry Stubbs II is a financial advisor at \u0026PARTNERS with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining \u0026PARTNERS in 2024. \u0026PARTNERS serves a diverse client base that includes individuals, institutions, and high-net-worth entities, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary management using both proprietary and third-party strategies.

Robert Markham is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JBL Financial Services Inc, LPL Financial, and Aldi's. Before entering the financial sector, he spent nine years as an independent contractor and personal trainer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party TAMPs and investment managers.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company from 2010 to 2017. He is also active as an independent insurance agent specializing in fixed insurance products and life insurance. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, providing a mix of non-discretionary and discretionary management options.

Christopher Ross is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Wells Fargo Clearing and Chase Investment Services Corp. He joined &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, providing investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, United States Transportation Command, CIBC Private Wealth Management, Lowengaput Global Advisors, and Regions Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Raymond Faupel is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 56 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs that include asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Benjamin Gross is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, BAM Advisor Services, and State Farm insurance. 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, focusing on long-term, tax- and fee-sensitive portfolio construction.

Daniel Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Charles Schwab & Co., TD Ameritrade, and other financial firms. 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 a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party model providers.

Teresa Hayes is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior roles include positions at U.S. Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. She is also a part owner and operator of a milkshake franchise through Bunny Bean & Bugs Holding Co LLC and serves on the board of a Special Education Foundation. Mariner serves a broad range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with notable capabilities in tax integration and administrative family office services.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Matthew Short is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has worked in roles at Transamerica Financial Advisors, United Financial Services, Transamerica Agency Network, One America Securities Inc, and American United Life Insurance Co. In addition to his advisory work, he is involved in sales of insurance and non-insurance products with affiliated companies, focusing on life insurance and conservative investment solutions that provide guaranteed income streams. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Logan Reno is a CFP® with five years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. 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 using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Robert Horton is a CFP® with 16 years of industry experience, currently serving as an advisor at Mariner since 2018. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Fidelity, and Edward Jones. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers across various asset classes and offers integrated tax and accounting services alongside operational family office and employer financial wellness solutions.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.