Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 credential and has worked at firms including Buckingham Strategic Wealth and Northwestern Mutual. Outside of his advisory role, he is the Owner and Chief Operating Officer of Blick Health, a business providing nutritional services and personalized plans for healthier living. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive approach with diversified portfolios and extensive affiliated service companies supporting insurance, lending, and real estate investment solutions.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Macher is a financial advisor at Allworth Financial, L.P. with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial and National Planning Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Nikelle Turner is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and other firms. 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 structure with a multi-criteria selection process and offers specialized services for clients with complex needs.

Jose Bravo is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Wells Fargo Advisors, LLC for four years. \u0026PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, and sovereign wealth fund clients. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies through platforms like Envestnet.

Jonathan Lee is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC for 11 years before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Daniel Kissling is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC, where he has worked since 2014 in various roles. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Wistar Holt Jr. is a CFP® professional with 13 years of experience currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Royal Alliance Associates, and Plaza Advisory Group, where he also works as a Certified Divorce Financial Analyst. Holt is involved with the Financial Planners Association of Greater St. Louis, serving as Programs Chair. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations.

Richard Huite Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Benjamin F Edwards & Co. for 15 years before joining Mariner and Msec, LLC in 2026. 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 offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax services and specialized family office and employer wellness solutions.

Stephanie Ritter is a Series 66–licensed financial advisor with 17 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2026 and previously spent over a decade with Edward Jones. Outside of her advisory work, she has been an Avon sales representative since 2006, primarily purchasing products for personal use. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with 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 selection process focused on asset allocation and manager due diligence.

Trevor Stone is a CFP® with nine years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2016. 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 approach supported by a centralized investments department and uses a multi-criteria selection process focused on asset allocation and manager due diligence.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. 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 manager solutions under multiple advisory and promoter arrangements.

Daniel Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. 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 nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

David Lazarus is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He is based in St. Louis, MO. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Adam Roeder is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation and five years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, he has work history with Auto Spa and early experience at Northern Michigan University and Janesville Jets NAHL. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of services including investment management, financial counseling, and sub-advisory solutions.

Michael Mccarthy Sr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles tailored to client objectives.

Carolyn Bowles is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO with three years of industry experience. She holds a Series 65 designation and has worked previously at Albright Wealth Management, Albright Financial, Argent Capital Management, and Peabody Energy. Outside of advising, she is involved with Swan Investment Properties, LLC, a privately held real estate entity related to office property ownership. 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 Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Aaron Bosch is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked for 16 years with the Mehlville School District. He is 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional athletes and institutional advisory relationships.

Bryan Hebron is a CFP® professional with five years of experience in financial advising at Moneta Group Investment Advisors, LLC. He has been with Moneta Group since 2015 in various roles. 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 a centralized investments department and emphasizes asset allocation and manager due diligence.

Farah Winkler is a CFP® with 15 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2016. She is based in St. Louis, MO, and holds a Series 63 license. 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 a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.