Samuel Brooks is a CFP®-certified financial advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth, United Income, and BNY Mellon. Outside of financial services, he has worked in recreation and academia. Focus Partners 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 blends active and passive strategies within an enhanced open architecture framework.

Garrett McMillan is a financial advisor with Guardian Life and holds the Series 66 designation. He has 15 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he serves as Vice President of TRIAD Wealth in Missouri. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Troy Mc Quinn is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2022 and previously worked at EY from 2015 to 2022. Based in St. Louis, MO, he is part of a larger advisory team within the firm. 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 with centralized investment oversight and emphasizes asset allocation and manager due diligence across a range of proprietary and third-party strategies.

Grant Heutel is a CFP® and holds a Series 65 license with seven years of industry experience. He joined Focus Partners Wealth, LLC in 2024 after six years at Buckingham Strategic Wealth, LLC and previous roles at Principal Securities, Inc. and Schuster Financial Services. Heutel also spent four years at the University of Missouri Columbia early in his career. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jackson Lessmann is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 65 and Series 63 credentials with two years of industry experience. His prior roles include positions at various First Command entities and Advisor Seekers, as well as teaching roles at the University of South Alabama and Enterprise State Community College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Daniel Stockenberg is a financial advisor at Moneta Group Investment Advisors, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and providing a range of services from portfolio management to family office support.

Avri Bitz is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. Prior to joining Benjamin F. Edwards, Bitz worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advisory work, Bitz serves as a volleyball coach for the Rockwood School District and also works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and retirement plan consulting with investment strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.

Ashley Brooks is a CFP® professional based in St. Louis, MO, with four years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Outside of financial advising, she has experience at Gathering Grounds Cafe and George Mason University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, integrating quantitative analysis and diversified portfolio management tools.

Judy Rubin is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Royal Alliance Associates. Rubin serves as Chairman of the Finance Committee for the Foundation for Barnes Jewish Hospital and is President and Managing Director of Plaza Advisory Group, LLC. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

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 with a Series 65 credential and one year of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Outside of advisory work, he has experience in the carwash business. Focus Partners serves individuals, families, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within a long-term, tax- and fee-sensitive framework.

Brenda Obrien is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2003. 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 programs covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management, with consulting and retirement services tailored to client objectives.

Cameron Brandstadt is a financial advisor at Benjamin F. Edwards & Company, Inc. with the Series 66 designation and no prior industry experience. His background includes roles at Cascade Hills Country Club and Riverfront Investment Group, as well as work during his time at Indiana University–Bloomington. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions through a range of fee-based wrap programs, financial planning, and investment management services. The firm employs a variety of portfolio strategies monitored by an Investment Strategy Committee and operates both custody and trading services internally.

Jason Roehr is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2014. Outside of his advisory role, he is a co-owner of L&F Group, Inc., a private entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs and access to third-party asset managers, offering a range of investment options and back-office services.

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Focus Partners, Haywood worked for Buckingham Strategic Wealth for 17 years and held roles at BAM Advisor Services, LLC and Buckingham Asset Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting 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.

Andrew Wig is a CFA® charterholder affiliated with Focus Partners Wealth, LLC with 21 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and quantitative tools within an enhanced open architecture framework.

Benjamin Hoeft is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Ameriprise and Fortune Bank. He is also employed by Wealth Concepts Inc., where he works significant hours during trading periods. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and account structures, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

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 two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, US Tech Solutions, Northwestern Mutual, and several other companies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies and offers access to private and registered pooled vehicles.