Kurt Wunderlich is a CFP® professional with 13 years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. 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.

Steve Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding a Series 66 designation and 14 years of industry experience. His career includes roles at MSI Financial Services, Inc. and the Insurance Group of St Charles Co LLC. Outside of advisory services, he owns Long Financial Services LLC and works as a property and casualty insurance agent. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies supported by third-party managers and technology platforms, managing approximately $4.07 billion in client assets through a network of several hundred advisors.

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, LLC, Northwestern Mutual, and Boeing. Outside of his financial career, he is the owner and Chief Operating Officer of Blick Health, a company providing nutritional services and personalized health plans. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and family office services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 Series 65 licenses. His prior firms include LPL Financial, National Planning Corporation, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars.

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 holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2025, he spent nine years at Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed through its Envestnet platform or third-party managers.

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.

Aaron Jeffers is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and seven years of industry experience. He has been with Money Concepts since 2018 and has presented for the Federal Benefits Academy since 2026. Outside of his advisory role, Jeffers serves as president of the Free to Live Ministry, where he writes religious devotionals, and he has been promoting his own book since 2024. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses both fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

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.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Daniel Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Investment Institute. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

David Lazarus is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at CIBC World Markets Corp. and Fahnestock & Co. Inc., where he has worked 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 range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation alongside manager selection and ongoing portfolio reviews.

Adam Roeder is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 license with five years of industry experience. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, Roeder has experience in the automotive service industry and collegiate sports. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.