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 designations and has worked at Benjamin F. Edwards in various capacities since 2012, with a one-year tenure at FINRA. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering services such as financial planning, investment management, and retirement consulting. The firm employs a range of discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and monitored by 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 with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Leigh worked at Buckingham Strategic Wealth, Ameritas Investment Corp, Cornerstone Advisors, Ameritas Life Insurance Corp, and Carillon Group. Outside of finance, Leigh was involved in the hospitality industry with a seven-year tenure at Anthonino's Taverna. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a 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, third-party managers, and private funds within an enhanced open architecture framework.

Rickey Bellew Jr. is a financial advisor at Oppenheimer with 15 years of industry experience and holds a Series 66 designation. His career includes roles at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, Edward Jones, Fisher Investments, and Scottrade. He is based in St. Louis, MO. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services using strategic and tactical asset allocation, manager selection, and portfolio reviews, with both discretionary and non-discretionary management.

Robert Leavitt is a financial advisor with Principal Financial Services in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Kuhlmann Financial Services, Inc. and Kuhlmann Leavitt, Inc., where he is an owner and reviews financials and audits payables. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christina Voigt is a financial advisor with Oppenheimer and Co. Inc., holding a Series 66 credential and having 10 years of industry experience. She has been with Oppenheimer since 1997. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Douglas Weber is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Moneta Group since 2005. Outside of his advisory role, Weber serves as chairman of the St. Louis Mens Group Against Cancer, a position he has held since 1995. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client base.

Wendy Hartman is a Certified Financial Planner® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Saenger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at L.M. Kohn & Company and Millennium Financial Group. Outside of advisory work, he serves as CFO for a farming operation and as trustee of a family trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of actively and passively managed strategies and maintains an internal trading desk alongside traditional custodial services.

Julie Sward is a CFP® professional with 23 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2013. She holds Series 63 and Series 65 licenses and is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Michael Carpenter is a CFP® with 15 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2017. He has prior experience within the Moneta Group organization dating back to 2016. Outside of advisory work, Carpenter also provides accounting services for a construction company 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 employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria process for asset allocation and manager due diligence.

Marco Nesrallah Ferrari is an advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with no prior industry experience. His work background includes roles at Focus Partners Wealth, as well as positions at Uber, DoorDash, Lyft, and several other businesses. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Joshua Erni is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He previously worked for Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management consulting. The firm employs both discretionary and non-discretionary strategies, utilizing mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by an Investment Strategy Committee.

Ryan Robinson is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and four years of industry experience. He has worked at several firms including Edward Jones, MassMutual Life Insurance Co, MML Investors Services, LLC, and Park Avenue Securities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.