Peter Racen is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Northwestern Mutual in various roles from 1999 to 2022. Outside of his advisory work, he serves on the finance committee of River City Church and is CEO of Crescendo Advisory, LLC, a firm specializing in training and mentoring wealth management advisors on exit planning and executive compensation. 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 uses partner-led teams supported by a centralized investment department and provides diversified, multi-asset investment strategies alongside unique institutional and niche client services.

David Kaslow is a CFA® charterholder with 27 years of industry experience. He has been with &Partners since 2025 and previously worked at Oppenheimer for 21 years. Kaslow serves on the investment committee of the John Burroughs School, overseeing the school endowment. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Rebecca Hyde is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Moneta Group, she worked at Ssrn for two years and spent 14 years associated with Saint Louis University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm provides portfolio management, financial planning, family office services, and concierge offerings, using a partner-led team approach supported by centralized investments and rigorous manager due diligence.

William Akins is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors, LLC since 2016, serving in the firm’s St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm uses a Partner-led Team model supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and tailored financial plans.

Michael Follis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds a Series 63 license. 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 utilizes a Partner-led Team model supported by a centralized Investment Department and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

Carlee Jones is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience and a Series 65 designation. She previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has experience in nonprofit and corporate roles including the YMCA and Syngenta. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Michael Warner is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2018. Prior to joining Moneta, he worked at Tucker Allen, LLC from 2016 to 2018. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge solutions. The firm uses a partner-led team structure with a centralized investment department and employs a multi-criteria process for asset allocation and manager due diligence.

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 currently with Focus Partners Wealth, LLC in St. Louis, MO, and previously worked at The Colony Group, LLC from 2006 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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 CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for Buckingham Strategic Wealth, LLC from 2014 to 2024. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad 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 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.