Scott Dolitsky is a CFP® professional with 37 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of Dolitsky and Berglund, LLC, which facilitates securities and insurance business. He has been with D&B Strategic Wealth and Commonwealth Financial Network since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jerame Braasch is a financial advisor at Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at Citigroup for five years and has held positions in the food service industry. He is also an appointed agent authorized to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and employs centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Trent Grass is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 66 designation and has two years of industry experience. Prior to joining Moneta in 2026, he worked at Raymond James & Associates and Cetera in various capacities. 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 a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joel Fitts is a CFP® and Series 65 credentialed advisor with three years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2023 and previously held roles at Edward Jones and KPMG LLP. Based in St. Louis, MO, he supports clients through Moneta's enterprise platform. 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 with a centralized Investments Department and utilizes a multi-criteria selection process that includes manager due diligence and alternative monitoring procedures.

Michael Passow is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Commonwealth Financial Network and Triad Financial Group since 2007. Outside of finance, he is involved in the restaurant business through Mike Shannon's Steaks and Seafood. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and support services. The firm offers diverse portfolio construction options and manages discretionary model portfolios through a multi-step due diligence process.

Christopher Smith is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual in wealth management and investment services for six years. Outside of his advisory role, he is involved with CMS Rentals LLC, a business that buys and sells real estate properties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equities, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

Brigid Andrews is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. She has worked at Moneta since 2021 and has prior experience in educational and club environments, including the University of Tulsa and Villa Duchesne and Oak Hill School. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by centralized investment research and emphasizes asset allocation and manager due diligence across diversified strategies.

Michael Becker is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus & Co Inc and TDAmeritrade. Outside of his advisory role, he co-owns an Etsy business focused on local events apparel. 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 employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jarrett Simpson is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with The Colony Group, LLC and previously worked at Buckingham Strategic Wealth, LLC and Money Concepts Capital Corp. He is based in St. Louis, MO. Focus Partners Wealth, LLC 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.

Michael Vredenburgh is a CFP® and ChFC® with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2018 and previously held roles at Plancorp, LLC. Vredenburgh serves as a member of the City of Olivette Pension Board of Trustees, where he reviews pension investments in a fiduciary capacity. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and offers diversified multi-asset allocation strategies alongside niche services such as planning for professional athletes.

Stephen Weiss is a CFP® and holds a Series 65 license, with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jacob Castelli is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Clearing Services LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings through a partner-led team structure and an open-architecture investment selection process.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.

Mark Gubernik is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Commonwealth Financial Network since 2014. He is based in St. Louis, MO. Outside of his advisory role, he is co-owner of M Generation, LLC, a company involved in performing and recording music. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers various program structures and discretionary model portfolios, supporting advisors in delivering customized investment solutions to their clients.

Wesley Sebacher is a CFP® with nine years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has held prior roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Inc., Scottrade, Inc., and Legacy Wealth Advisors. Wesley is based in St. Louis, MO. 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 structure with a centralized investments department and a multi-criteria selection process focused on asset allocation and manager due diligence.

Nathan See is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and with 14 years of industry experience. He has worked at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, in addition to his ongoing role at Plaza Advisory Group, Inc., where he supports research and reporting. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, pension consulting, and managed account programs through both in-house and third-party solutions.

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Partners, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard, and BlackRock, along with discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Nicolas Perez is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jeffrey Wist is a CFP® with 14 years of experience in the financial advisory industry, currently with Moneta Group Investment Advisors, LLC since 2016. He is based in St. Louis, MO, and is also a member of Ol' Blue Farms, LLC, a duck hunting club. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and concierge services. The firm uses a partner-led team approach with a centralized investments department and emphasizes asset allocation, manager due diligence, and multi-strategy portfolio management.