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.

Haider Yousif is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator on a voluntary basis, participating in panels that address financial disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades conducted only upon client authorization.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. She holds a Series 65 designation. Her prior experience includes roles 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 variety of 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.

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. in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and involvement with organizations such as The Summit Church and Back2Back Ministries. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services supported by proprietary and third-party investment strategies, with an operational model that includes an internal trading desk and custody services.

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.

David Curtis is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds the Series 63 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 along with ongoing monitoring.

Blake Steele is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Edward Jones from 2014 to 2016. Based in St. Louis, MO, Steele serves clients as part of a larger team at Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Koltyn Schilly is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Prior to entering the financial services industry, he held positions outside finance including work at the University of Missouri St. Louis and Rain Tunnel Express Car Wash. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and ongoing portfolio oversight.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Matthew Ring is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2011. He holds the Series 63 designation and 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

James Chalmers is a CFP® professional with 10 years of experience in financial advising, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015 in various roles. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Kathleen Palumbo is a financial advisor at Oppenheimer with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003, following prior roles at CIBC World Markets Corp. and Oppenheimer Asset Management Inc. She serves as trustee for her personal trust and her late husband's credit shelter trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension plans, and charitable organizations. The firm offers a range of programs integrating discretionary and non-discretionary advisory services across various portfolio types and investment strategies.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Kyle Marra is a CFP® professional at Moneta Group Investment Advisors, LLC with five years of industry experience. He has been with Moneta since 2017 and previously worked at Kansas State University. Based in St. Louis, MO, Marra’s background includes both advisory and academic 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 uses a partner-led team approach and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Jacob Mercer is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, and Fidelity. Mercer has been with Mariner Wealth Advisors since 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

John Grover is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Washington University in St. Louis, and Stifel Nicolaus. 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 employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.