Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Buckingham Strategic Wealth and BAM Advisor Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Andrew Wig is a CFA® charterholder with 21 years of industry experience. He has worked at The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized investment offerings.

Benjamin Hoeft is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Ameriprise and Fortune Bank. He is also employed by Wealth Concepts Inc., where he works significant hours during trading periods. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and account structures, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

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 one year of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, US Tech Solutions, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers.

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 licenses and has worked at Benjamin F. Edwards since 2012, including a prior role at FINRA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from 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 at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners Wealth, Capelli worked at Buckingham Strategic Wealth, LLC for six years and held roles at Ameritas Investment Corp, Cornerstone Advisors, Ameritas Life Insurance Corp, and Carillon Group. Outside of financial services, Capelli was involved with Anthonino's Taverna for seven years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm offers a range of wealth management and advisory services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, he worked at L.M. Kohn & Company for 10 years and has been involved with Millennium Financial Group since 1999. Outside of his advisory role, he serves as CFO of Sadac, Inc., a farming operation in Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with regular strategic reviews.

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.