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 with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Leigh worked at Buckingham Strategic Wealth, Ameritas Investment Corp, Cornerstone Advisors, Ameritas Life Insurance Corp, and Carillon Group. Outside of financial advising, Leigh was involved with Anthonino's Taverna from 2013 to 2020. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rickey Bellew Jr. is a financial advisor at Oppenheimer with 15 years of industry experience and holds a Series 66 designation. His career includes roles at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, Edward Jones, Fisher Investments, and Scottrade. He is based in St. Louis, MO. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services using strategic and tactical asset allocation, manager selection, and portfolio reviews, with both discretionary and non-discretionary management.

Robert Leavitt is a financial advisor with Principal Financial Services in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Kuhlmann Financial Services, Inc. and Kuhlmann Leavitt, Inc., where he is an owner and 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, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christina Voigt is a financial advisor with Oppenheimer and Co. Inc., holding a Series 66 credential and having 10 years of industry experience. She has been with Oppenheimer since 1997. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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 financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Her previous roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. 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 that blends active and passive strategies within an enhanced open architecture framework.

Charles Saenger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Benjamin F. Edwards since 2025 and previously spent ten years at L.M. Kohn & Company. Outside of his advisory role, he serves as CFO of a farming operation in Arkansas through Sadac, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory services including wrap-fee programs, financial planning, and managed solutions that combine proprietary strategies and third-party models.

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.

Michael Carpenter is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2017. Prior to that, he worked at Moneta Group Investment Advisors, Inc. He also provides accounting services for a construction company. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services through a partner-led team structure and a multi-criteria investment selection process.

Marco Nesrallah Ferrari is affiliated with Focus Partners Wealth, LLC and holds Series 65 and Series 63 licenses. His prior work experience includes roles at Uber, DoorDash, Lyft, and several other companies across different industries. He has been with Focus Partners Wealth since 2026. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Erni is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services utilizing both proprietary strategies and third-party models.

Ryan Robinson is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has four years of industry experience and has worked previously at Edward Jones and MML Investors Services, LLC. He is based in Saint Louis, MO. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party advisory solutions.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Alec Roussin is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has experience working at Moneta since 2022 and previously worked at RSM US LLP. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering 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 provides diversified, multi-asset allocations with ongoing monitoring.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base 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 through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jesse Dale is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He currently works at &PARTNERS and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he holds ownership interests in two agriculture-related businesses in Stover, Missouri. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting through a combination of discretionary and non-discretionary strategies using multiple analytical approaches and proprietary and third-party portfolio solutions.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Rebecca Craig is a CFP® with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Mass Mutual Investors Services, Atalante Advisors, and Guardian Life. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.