Emily Berry is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Severin Investments, LLC and Wells Fargo Advisors. Before entering the financial advisory field, she was employed at Preferred Family Healthcare. 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 a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Dana Badgett is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for 26 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic questionnaires to recommend risk-based model portfolios implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. Miller has experience outside finance, including a role at the Alice Campbell Alumni Center and work in custom upholstery. 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, third-party managers, and private funds within an enhanced open architecture framework.

Blake Geisler is a financial advisor at Guardian Life with Series 66 designation and one year of experience. His work background includes roles at Napoli Bros Pizza and Pasta, Mi Lupita, Firehouse Subs, and the Rockwood School District. Guardian Life operates through Park Avenue Securities LLC, providing brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management with in-house and third-party model portfolios.

Ryan Matteo is a CFP® professional at Moneta Group Investment Advisors, LLC with three years of industry experience. He has been with Moneta since 2020 and previously spent time at Yale University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team structure and uses an open-architecture, multi-criteria process for investment selection and ongoing due diligence, providing a range of portfolio management, financial planning, and family office services.

Malory Caltagirone is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Before joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 13 years. She also has a long-standing role at Studio Visage since 2006. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

Jeremy Jacobs is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Jacobs co-owned and operated Discount TV Wall Mounts, a retail business selling wall mounts, from 2010 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of advisory services through discretionary and non-discretionary wrap programs that utilize various investment strategies monitored by an Investment Strategy Committee.

Kurt Wunderlich is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Steven Cook is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Eagle Strategies in 2022, he worked at Cetera and Cetera Financial Specialists LLC for over two decades. Outside of finance, Cook is involved in managing two local bar businesses, SMC Ventures LLC (The Tavern @ Clifton Heights) and Stan-Ad Ventures LLC (KT's Saloon). Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Nicole Bailey is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. She has worked at Moneta Group Investment Advisors, Inc. from 2016 to 2019. Based in St. Louis, MO, she holds a Series 65 license and focuses on client financial planning and portfolio management. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm employs a partner-led team approach with a centralized Investments Department, emphasizing asset allocation and due diligence, and offers both discretionary and non-discretionary services along with family office and concierge offerings.

Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, Northwestern Mutual Wealth Management Company, and Boeing, among others. Outside of his advisory role, Gibbons is the owner and Chief Operating Officer of Blick Health, a business focused on providing nutritional services and personalized health plans. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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 at &PARTNERS with 15 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 13 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management and various financial services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Jonathan Lee is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent 11 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach incorporates long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

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.