Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jacob Mercer is a financial advisor at Mariner Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, and Fidelity. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

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.

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Citigroup for five years and has held roles in the food service industry. He is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts supported by technology and model solutions.

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.

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.

Carlton Harris is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing Services and Wells Fargo Advisors Financial Network. Outside of his advisory role, he has served on the St. Louis Board of Education. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale combined with unique market roles and specialized commercial arrangements.

Jacob Castelli is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Wells Fargo Clearing Services LLC. 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 structure with a multi-criteria selection process focused on asset allocation and manager due diligence.

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.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, Missouri, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, US Trust, and Merrill. 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 and operates with large institutional scale, providing bespoke discretionary solutions and maintaining unique market roles such as swap dealer and futures commission merchant.

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.

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His career includes long-standing roles with Ameritas Life Insurance Corp, Ameritas Investment Corp, Dealer Benefit Service Inc, and Carillon Group. Outside of his advisory work, he serves as president of Dealer Benefit Service Inc, an independent insurance agency selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles, supported by multiple program platforms and third-party technology.