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.

Daniel Fuhrig is a CFP® with 10 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior work includes positions at Smith, Moore & Co. and Bass Pro Shops, where he also worked as a sales associate. Fuhrig serves on the Board of Directors for the Mountain Lake Hunting & Fishing League, overseeing the club's investments. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach to investment decisions, utilizing an open-architecture selection process and managing proprietary multi-strategy funds.

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Craig Poe is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Curate LLC and Four Season Hotels and Resort. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory solutions with insurance and annuity products through a large network of affiliated representatives.

Robert Swieterman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having joined in 2023. His prior roles include positions at Cetera Investment Services, Cetera Investment Advisors, Regions Bank, and Fifth Third Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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 emphasizes diversified, multi-asset allocations and ongoing monitoring.

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Zachary Han is a CFP® at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 such as planning for professional and developing athletes.

Douglas Standish is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Joseph Sheehan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2015. He 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 operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Tanner Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He has worked at Benjamin F. Edwards since 2022 and previously spent six years at SSM Health. He holds a Series 66 designation. 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 management solutions that include firm-developed and third-party model strategies with periodic oversight by an Investment Strategy Committee.

Stephen Wiechel is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to that, he spent 17 years at Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse clientele including individuals, high-net-worth 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 alongside a range of specialized investment options.

John M. Hoemeyer is a Certified Financial Planner™ with five years of industry experience, currently affiliated with Independent Financial Group, LLC. He has prior experience at Royal Alliance Associates, The Gori Law Firm, and Southern Illinois University School of Law. In addition to his financial advising role, he owns and operates Hoemeyer Law Firm, LLC, which specializes in estate planning. Independent Financial Group is a large advisory and brokerage firm that serves individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs, financial planning, and retirement services through a combination of in-house and third-party managed portfolios.

Charles Mueth is a CFP® professional with five years of experience in the financial advisory industry. He has worked primarily at Moneta Group Investment Advisors, LLC since 2018, with a brief tenure at Rubin Brown in 2019. Based in St. Louis, MO, he combines his firm experience with his credential to serve clients. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach and an open-architecture investment process focused on asset allocation and manager due diligence, offering a range of services from portfolio management to specialized concierge offerings.

Gregory Finke is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior roles include positions at Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, MassMutual, and Stewardship Capital, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management services with a long-term, tax- and fee-sensitive investment approach that utilizes enhanced open architecture combining fundamental and quantitative analysis alongside a broad platform of affiliated service companies and investment products.

Jordan Hatfield is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. 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 using an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Patrick Unnerstall is a CFP® with 27 years of industry experience, currently serving at &Partners since 2024. He previously worked at Edward D. Jones & Co., L.P. for 25 years. Outside of his advisory role, he is actively involved in community service as the 1st Vice President of the Washingtons Lion Club. &Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, employing a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analyses.

Anthony Aiazzi is a CFP® and CFA® with 11 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2016. Based in St. Louis, MO, he has spent his entire advisory career at Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients. The firm employs a partner-led team approach with centralized investment support and an open-architecture selection process emphasizing asset allocation and manager due diligence. Moneta also offers a range of services including portfolio management, financial planning, family office services, and specialized offerings for clients with complex needs.

Ashley Durbin is a CFP® and ChFC® professional with 17 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and is also associated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2012. 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 a centralized Investment Management Team to design and monitor portfolios with discretionary authority granted by clients.

Matthew Clark is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked for nine years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and maintains extensive affiliated service companies and product relationships beyond typical advisory platforms.

William Davis is a CFP® with 13 years of industry experience, currently serving at Private Advisor Group, LLC since 2020. Prior to this, he worked for Archford Capital Strategies from 2015 to 2020. He holds a license to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting multi-custodian reporting and execution.