Kristi Borglum is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her career includes prior roles at Bank of America and Merrill. She is based in St. Louis, MO. 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 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.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Moneta Group Investment Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with an emphasis on integrated tax and accounting services uncommon among large advisory firms.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Before entering the financial industry, he worked at Waterway Carwash and studied at the University of Kansas. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and offers a broad range of fiduciary, financial counseling, and family office services.

Brenda Obrien is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 registrations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with client objectives documented in investment policy statements and accounts reviewed periodically.

Cameron Brandstadt is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 credential and has been with the firm since 2024. His background includes multiple positions at Cascade Hills Country Club and experience at Indiana University - Bloomington. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining mutual funds, ETFs, actively and passively managed portfolios, and separately managed accounts, supported by ongoing due diligence and rebalancing.

Jason Roehr is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Commonwealth since 2014. Outside of advisory work, he is co-owner of L&F Group, Inc., a private entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures, supporting advisors who manage client portfolios using a broad selection of securities and insurance products.

Lawrence Kigin is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at several firms including E*TRADE Securities, Edward Jones, TD Ameritrade, and Weiss Insurance Agency. He serves as an agent of record for personal and long-term care insurance policies in a non-active capacity. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and specialized market roles.

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Buckingham Strategic Wealth and BAM Advisor Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Andrew Wig is a CFA® charterholder with 21 years of industry experience. He has worked at The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized investment offerings.

Charles Bright is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Outside of his advisory work, he volunteers as a trivia night announcer and serves as an Amazon Vine reviewer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Timothy Palen III is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, US Tech Solutions, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers.

Christine Boyce is a financial advisor with Schwab Wealth Advisory in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Scottrade. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advisors recommend allocations and specific investments while clients retain final trading decisions.

Cheryl Frazier is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Gerard Hempstead. PNC Wealth Management provides retail brokerage and advisory services through model-based programs. Their Portfolio Solutions Strategist Digital Offering is an online, discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithm-driven risk assessment and model portfolios managed by PNC or third-party strategists.

Robert Patrick is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2012, including a prior role at FINRA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

Jordan Janes is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2016 and currently serves in St. Louis, MO. 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 structure and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Morgan Golaris is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2022, he worked at KPMG from 2018 to 2022. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services for uncommon institutional clients.

Richard Bavetz Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and having 10 years of industry experience. His prior roles include positions at Global Financial Private Capital, LLC, and Gradient Advisors, LLC. Outside of his advisory work, he owns and operates Carington Financial & Insurance Services, an insurance agency focused on life insurance products, and is involved with nonprofit organizations providing financial literacy training and employee benefits education. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

David Arns is a financial advisor with PNC Wealth Management in St. Charles, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining PNC Investments LLC in 2022, he worked at Valic Financial Advisors for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Laura Barr is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 credential and has worked at Buckingham Strategic Partner, LLC from 2022 to present, Freedom Path Investors from 2020 to 2021, and Made Homes from 2014 to 2021. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving approximately 42 advisors and over 33,000 clients with around $41 billion in regulatory assets under management and administration.

Leigh Capelli is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners Wealth, Capelli worked at Buckingham Strategic Wealth, LLC for six years and held roles at Ameritas Investment Corp, Cornerstone Advisors, Ameritas Life Insurance Corp, and Carillon Group. Outside of financial services, Capelli was involved with Anthonino's Taverna for seven years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm offers a range of wealth management and advisory services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.