Ryan Ely is a CFA® charterholder with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Larson Financial Securities, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that balances tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies alongside various specialized offerings.

Megan Riley is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Moneta Group since 2016. Outside of her advisory role, she manages a rental property. 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 offerings. The firm employs a partner-led team approach with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Erin Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2016 and has been associated with JBL Financial Services since 2013. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program.

Joseph Riley is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Creve Coeur, MO. His prior experience includes seven years at Stern Brothers & Co. and a brief period outside the industry before joining his current firm in 2019. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines advisory services with broker-dealer functions and an in-house trading desk.

Andrew Glenn is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Moneta Group Investment Advisors, LLC since 2015, currently serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Daniel Hepp is a financial advisor with TIAA-CREF in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining TIAA-CREF, he worked at UMB Bank, N.A. for nine years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Brendan Norwine is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Stifel Financial Corp., and Stifel Bank & Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving more than 33,000 clients.

Brian Cheah is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Securities, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a range of strategies across public equities, fixed income, alternatives, and options-based overlays.

Emma Von Weise is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC, Stepp & Rothwell, Twin Financial - Mass Mutual, and BMO Harris Bank. Outside of her advisory role, she provides pro bono financial coaching to individuals and young people. Focus Partners Wealth, LLC offers 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 within an enhanced open architecture framework that includes active and passive strategies, private funds, and mutual funds.

Jarid King is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with &PARTNERS, where he has worked since 2025. His prior experience includes seven years at Wells Fargo Clearing Services LLC and earlier roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. &PARTNERS is an enterprise firm serving a diverse client base, including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

Patricia Lampe is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 65 designation and has been with TIAA and its affiliates since 1999. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group using affiliated funds.

John Horseman is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked previously at LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as President of the Board of Commissioners for the St. Louis Art Museum and as a trustee for the Phoenix Art Museum. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches, integrating technology to manage held-away retirement accounts.

Amanda Schmidt is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2017. She previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. 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 employs a Partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Anna Brown is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Moneta Group in 2025, she worked at Fidelity Investments for three years and has experience in both corporate and academic settings. Outside of finance, she was involved with the Honduras Child Alliance in 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing portfolio monitoring.

Matthew Herman is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at BBR Partners, Herman & Company CPAs, P.C., and Epoch Investment Partners. Outside of advisory work, he serves as a consultant for an accounting firm. 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 offerings. The firm employs a partner-led team structure with a focus on asset allocation, manager due diligence, and oversight of sub-advisers, while also providing specialized services for clients with complex needs.

Susan Wesselmann is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and a range of investment strategies.

Malia Baker is a CFP® professional with three years of industry experience, currently with Mariner in Brentwood, MO. Her work history includes roles at Mariner Wealth Advisors and PLNK STL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party manager allocations to implement customized portfolios and provides integrated tax, accounting, and financial wellness services.

Ryan Fedder is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Buckingham Strategic Wealth and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services. The firm operates as an enterprise-scale platform with a relatively small advisor base, managing roughly $41 billion in assets and serving over 33,000 clients.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.