Morgan Golaris is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2022, he worked at KPMG from 2018 to 2022. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services for uncommon institutional clients.

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.

David Arns is a financial advisor with PNC Wealth Management in St. Charles, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining PNC Investments LLC in 2022, he worked at Valic Financial Advisors for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

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® with over four years of experience in the financial industry. She currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameritas Investment Corp, and other firms. In addition to her advisory roles, she was involved with Anthonino's Taverna from 2013 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm blends active and passive investment strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend following and options overlay strategies.

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 Certified Financial Planner® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to his current role, he worked at Northwestern Mutual and Anheuser Busch. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at reducing financial illiteracy. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and routinely works with third-party sub-advisers and custodians.

Charles Saenger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at L.M. Kohn & Company and Millennium Financial Group. Outside of advisory work, he serves as CFO for a farming operation and as trustee of a family trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of actively and passively managed strategies and maintains an internal trading desk alongside traditional custodial services.

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 an advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with no prior industry experience. His work background includes roles at Focus Partners Wealth, as well as positions at Uber, DoorDash, Lyft, and several other businesses. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joshua Erni is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He previously worked for Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through fee-based wrap programs, financial planning, and investment management consulting. The firm employs both discretionary and non-discretionary strategies, utilizing mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by an Investment Strategy Committee.

Ryan Robinson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior work includes roles at Edward Jones and MassMutual Life Insurance Co. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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.

Michelle Perry is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Creve Coeur, MO. She previously worked at Edward Jones for 12 years before joining Triad Financial Group, LLC and Commonwealth Financial Network in 2024. Outside of advisory work, she participates as a research associate in health surveys through LifeX. 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 hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.