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.

Lawrence Lund is a CFP® with 25 years of experience at Money Concepts Capital Corp, where he has worked since 2001. He serves on the board of directors for the Missouri Baptist Medical Center Foundation. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets through a network of several hundred advisors.

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 26 years of industry experience, currently advising at &Partners since 2024. He spent 25 years with Edward D. Jones & Co., L.P. Prior to his advisory career, he has been involved in real estate development and rental property management and serves as the 1st Vice President of the Washingtons Lion Club. &Partners serves a diverse client base ranging from non-wealth to high-net-worth individuals, as well as institutional clients including retirement plans and sovereign wealth funds. The firm offers both advisory and brokerage services with a range of investment strategies, combining proprietary models, third-party managers, and multiple revenue sources uncommon among large enterprises.

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.

Perry Stubbs II is a financial advisor at &PARTNERS with 13 years of industry experience. He holds the Series 66 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies supported by the Envestnet platform and NFS clearing arrangements.

Robert Markham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Private Advisor Group, he worked at JBL Financial Services Inc and LPL Financial since 2022 and was previously employed at Aldi's and worked as an independent contractor and personal trainer. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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, and retirement plan consulting while utilizing a range of investment approaches and third-party asset management programs.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs, combining model portfolios and manager-driven strategies, and operates both discretionary and non-discretionary investment platforms alongside an active broker-dealer distribution model.

Christopher Ross is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. &PARTNERS serves a diverse client base, including individual, institutional, retirement, charitable, and sovereign wealth fund clients. The firm offers both advisory and brokerage services, utilizing the Envestnet platform alongside proprietary and third-party investment strategies.

Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, CIBC Private Wealth Management, and United States Transportation Command. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach through enhanced open architecture and offers a variety of wealth management, fiduciary, and advisory services supported by an extensive network of affiliated service companies and product relationships.

Raymond Faupel is a financial advisor at Oppenheimer with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Benjamin Gross is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, BAM Advisor Services, LLC, and State Farm Insurance. He also has a background connected to the University of Missouri - Columbia. Focus Partners Wealth, LLC provides 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 across a diverse range of strategies and offers a broad menu of financial services including portfolio management, family office services, and fiduciary consulting.

Daniel Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. Prior to joining Benjamin F. Edwards, Murphy worked at Charles Schwab & Co., Inc. and TD Ameritrade Inc. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, including high-net-worth investors, retirement plans, and trusts. The firm offers a range of investment strategies and maintains an in-house trading desk, combining brokerage and advisory services.

Teresa Hayes is a CFP® with 22 years of industry experience and is currently with Mariner Wealth Advisors. Her prior roles include positions at U.S. Bancorp Investments, Charles Schwab, and Fidelity Investments. She is a board member of the Special Education Foundation and part owner of a milkshake factory franchise in St. Louis. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and corporations, offering investment management, financial planning, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes, while also providing integrated tax and accounting services alongside financial wellness tools.