Caroline Fugel is a CFP® professional with five years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. Her career includes multiple roles within Moneta since 2017, as well as prior experience at TD Ameritrade, Enterprise Holdings, and Creighton University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team approach with a centralized investments department and emphasizes asset allocation and manager due diligence across a range of proprietary and third-party strategies.

Laura Slawski is a CFP® and Series 65 credentialed advisor with 10 years of experience in the financial industry. She currently works at Hightower Advisors and previously held positions at Matter Family Office and Moneta Group LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing multi-manager solutions and proprietary research.

Renee Nenninger is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Renee is based in St. Louis, MO. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Elliot Rybak is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in St. Louis, MO. He has one year of industry experience, including previous roles at The Chamberlin Group and C2P Capital Advisory Group. Prior to his advisory career, he worked at Bank of America for eleven years. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both in-house and third-party managers.

Thomas Leire is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at The Colony Group, LLC, Conning, and KLR. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Samuel Brooks is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Buckingham Strategic Wealth, LLC, United Income, Inc., BNY Mellon, and VLP Financial Advisors. Before entering the financial industry, he worked at Mason Recreation and George Mason University. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diverse portfolio strategies and integrates reporting across managed and held-away assets.

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 has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Buckingham Strategic Wealth, LLC. His background also includes roles at Principal Securities, Inc., Schuster Financial Services, and the University of Missouri Columbia. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with consultant-derived market assumptions and third-party managers.

Jackson Lessmann is a financial advisor with First Command Advisory Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and has held several roles within First Command-affiliated entities since 2024. Prior to his advisory career, he was employed at the University of South Alabama and Enterprise State Community College. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

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 with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 credential and five years of industry experience. Prior to joining Benjamin F. Edwards in 2026, Avri worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advising, Avri serves as a volleyball coach in the Rockwood School District and works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, including mutual fund, equity, ETF, and separately managed portfolios, with ongoing due diligence and portfolio monitoring.

Ashley Brooks is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Brooks has experience that includes both advisory and financial services roles spanning several firms in the St. Louis area. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis with access to third-party managers and alternative investment strategies.

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 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.