Rickey Bellew Jr. is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial, Edward Jones, Fisher Investments, and SCOTTRADE. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of late 2025.

Robert Leavitt is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Principal Financial Services and related entities since 2024. Additionally, he is an owner of Kuhlmann Leavitt, Inc., a business entity he co-owns with his wife, where he 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, and charitable organizations. 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.

Christina Voigt is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and is based in St. Louis, MO. Christina has been associated with Oppenheimer & Co. Inc since 1997. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies while acting as a qualified custodian and providing both commission-based and fee-based advisory programs.

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 CFP® and holds a Series 65 license with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of services including portfolio management, financial counseling, and fiduciary consulting.

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 a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses. He joined Focus Partners Wealth in 2026 and has prior experience in various roles, including positions at Uber, DoorDash, Lyft, and P&P Restaurants Inc. before entering the financial advisory industry. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a comprehensive suite of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both fundamental and quantitative analysis alongside outside managers and alternative strategies.

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.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Michelle Perry is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Creve Coeur, MO. She previously worked at Edward Jones for 12 years before joining Triad Financial Group, LLC and Commonwealth Financial Network in 2024. Outside of advisory work, she participates as a research associate in health surveys through LifeX. 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 hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alec Roussin is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has experience working at Moneta since 2022 and previously worked at RSM US LLP. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 and provides diversified, multi-asset allocations with ongoing monitoring.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jesse Dale is a CFP® professional with nine years of industry experience. He is currently with \u0026Partners and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds ownership interests in two farming-related businesses based in Stover, Missouri. \u0026Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management and financial planning services through a combination of proprietary and third-party strategies monitored via the Envestnet platform.

Brian Mulhall is a financial advisor at Commonwealth Financial Network with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network since 2007. His other business activities include fixed insurance. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Rebecca Craig is a CFP® professional with 13 years of industry experience currently with Focus Partners Wealth, LLC. She has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and MassMutual-related firms. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering services such as investment management, financial counseling, family office support, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated service companies.

Edward O'Neal is a Series 66-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He has worked at Benjamin F. Edwards since 2015. Outside of his advisory role, he is also the owner of a rental property in St. Louis, Missouri. 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 investment management services using a variety of strategies and actively monitors model portfolios through an Investment Strategy Committee.

Janet Heitzig is a financial advisor with Principal Financial Services in Chesterfield, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including tenure at Principal Life Insurance Company since 2002. Outside of her advisory role, she is secretary of a local ladies golf league and is involved in selling prepaid legal and identity theft protection products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.