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.

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.

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.

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.