Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Ryan Maksimovich is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Oppenheimer since 2020. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches, including strategic and tactical asset allocation across multiple asset classes, and manages both discretionary and non-discretionary assets.

Taylor Howe is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2025, he worked at Edward Jones for six years and has held various roles in education. 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 centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lori Porcelli Plescia is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience with Marcum Wealth, LLC and Mason Road Wealth Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a combination of passive and active managers guided by an internal Investment Committee.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer in St. Louis, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of his advisory role, he has a private investment in a commercial property. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian with a distinctive mix of discretionary and non-discretionary advisory programs.

Kevin Hennessy is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015, including a recent transition within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Swanson is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC, based in St. Louis, MO, with three years of industry experience. His prior work includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, as well as a five-year tenure at Webster University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis, third-party managers, and alternative strategies across managed and held-away assets.

Courtney Rorie is a financial advisor at &Partners with series 63 and 66 licenses and 16 years of industry experience. Prior to joining &Partners in 2024, Rorie worked at UBS Financial Services from 2014 to 2024. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes both proprietary and third-party investment models, combining fundamental, technical, and quantitative analysis across a range of products.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Jill Lohr is a financial advisor with NewEdge Advisors and holds a Series 66 designation. She has 24 years of industry experience, including roles at Raymond James & Associates and JPMorgan Chase. She is also the owner of Lohr Wealth Management, a business entity focused on investment-related activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, 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.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. 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 solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following nine years at Smith Moore & Co. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Richard Gast is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Moneta Group since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Jerry West is a CFA® charterholder based in St. Louis, MO, with 26 years of experience in the financial industry. He has worked at Moneta Group Investment Advisors, LLC since 2018, following prior roles at Purshe Kaplan Sterling Investments and Archford Capital Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations tailored to each client’s needs.

Keith Robben is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for seven years before joining Benjamin F. Edwards in 2021. 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 and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Jerome Timmermann is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Eagle Strategies since 2010 and has been involved with related entities such as The Timmermann Group and Timmermann Family Enterprises LLC for over a decade. Outside of advising, he also provides notary public services to clients and is an investor in businesses including Sacral Solutions LLC, which manufactures ergonomic seat cushions. 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 representatives. The firm provides tailored advisory solutions across multiple program types, with a significant focus on non-discretionary assets and relationships with both individual investors and institutional plan sponsors.

Mohammad Abouchleih is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and 1-800 Radiator & A/C, as well as at the University of Central Missouri. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research.

Jacob Neiner is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He has previously worked at Moneta Group Investment Advisors, LLC for several years beginning in 2018. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Kevin Nelson is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He previously worked at Edward Jones and has been with Moneta since 2018. Nelson holds the Series 65 designation. 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 support. The firm uses a partner-led team structure with centralized investment oversight and employs an open-architecture, multi-criteria selection process for portfolio decisions.

Michael Torney is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2017, following three years at Buckingham Asset Management, LLC. Torney is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led Team structure and a multi-criteria manager selection process.