Carlee Jones is a Series 65-licensed advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has held roles outside of financial services at organizations including the YMCA and Syngenta. Focus Partners serves a diverse client base ranging from individuals and high-net-worth families to corporate and institutional clients, offering wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term investment approach that incorporates both active and passive strategies, quantitative analysis, and unique tools such as trend-following and options overlays within an enhanced open architecture framework.

Michael Warner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2018. Prior to joining Moneta, he worked at Tucker Allen, LLC from 2016 to 2018. Warner is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led team approach with centralized investment oversight and a multi-criteria manager selection process.

Michael Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Johnson has been with Moneta Group since 2005 and also operates his own CPA practice. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management alongside specialized services such as family office support and planning for professional athletes.

Sean Dolan is a financial advisor with Steward Partners Investment Advisory, LLC based in St. Louis, MO. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Royal Alliance, and Plaza Advisory Group, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both Steward Partners-branded solutions and third-party money managers.

Patrick McGinnis is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Moneta Group Investment Advisors, LLC in St. Louis, MO since 2014. 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 utilizes a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Philip Karre is a financial advisor with Commonwealth Financial Network in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. His work history includes roles at Commonwealth Financial Network, Cardinal Wealth Planning, Triad Financial Group, Osaic Wealth, and Financial Legacy Associates. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Aaron Deterding is a CFP® professional with 13 years of industry experience, currently advising at Oppenheimer in St. Louis, MO. His prior work includes roles at Larson Financial Group, TD Ameritrade, and Scottrade. Oppenheimer serves a broad client base including high net worth individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services. The firm provides diversified investment programs with both discretionary and non-discretionary management, maintaining custody of client assets while operating its multiple business lines.

Abby Shemeld is a CFP® professional with four years of experience at Creative Planning and prior experience at Paradigm Financial Advisors and PricewaterhouseCoopers LLP. She is based in Des Peres, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Andrew Gildehaus is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and JP Morgan entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and advanced technology tools.

Aaron Bock is a CFA® charterholder with 15 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. 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 combining active and passive strategies within an enhanced open architecture framework.

Tiya Lim is a Series 65-licensed financial advisor with Creative Planning, based in St. Louis, MO, and has 15 years of industry experience. She has been with Creative Planning since 2014. Outside of her advisory role, she serves as a board member trustee for John Burroughs School, an independent high school in St. Louis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient options, supported by a broad advisory team and integrated investment infrastructure.

Robert Mitchell is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Alejandra Berra is a CFP® and holds a Series 66 license with Steward Partners Investment Advisory, LLC. She has been with Steward Partners and affiliated firms since 2026. Prior to her current role, she worked at Commerce Bank for 16 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Nancy Georgen is a ChFC®-designated financial advisor with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she also holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Nolan Tran is a financial advisor with Focus Advisor Solutions, LLC in St. Louis, Missouri, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Busey Bank. Before entering the financial sector, he worked in several service industry roles including at Prairie INN Bar and Pizza Hut. 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 over 33,000 clients through approximately 42 advisors and managing about $41 billion in regulatory assets.

Benjamin Norris is a CFA® charterholder with six years of industry experience. He is currently an advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to joining Benjamin F. Edwards, he was with J.A. Glynn and Co from 2014 to 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical investment approaches monitored by an Investment Strategy Committee.

Melissa Yost is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has previously worked at Paradigm Financial Advisors, Pi Beta Phi Fraternity for Women, and Argos Family Office. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Westlund is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and HM Capital Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.