Sean Ridley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Morgan Stanley, U.S. Bancorp Investments, and GainSight. 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 utilizes a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

Daniel Hartmann is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Thrivent Financial, CliftonLarsonAllen Wealth Advisors, and TD Ameritrade. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers and alternative strategies.

Christopher Hooker is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, Hooker serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a combination of proprietary models and third-party managers, operating both as a broker-dealer and registered investment advisor with a variety of fee structures and service offerings.

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, currently serving as a financial advisor at &PARTNERS since 2025. He spent 21 years at Oppenheimer prior to joining his current firm. Kaslow is a member of the investment committee at John Burroughs School, where he oversees the school’s endowment. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a range of investment strategies and utilizing proprietary and third-party management solutions.

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 with Focus Partners Wealth, LLC in St. Louis, MO. She holds a Series 65 designation and has two years of industry experience. Prior to her current role, she worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Jones has also held positions outside finance at YMCA and Syngenta. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, and offers a broad platform of discretionary and nondiscretionary advisory services alongside various affiliated financial products and solutions.

Michael Warner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2018. Prior to joining Moneta, he worked at Tucker Allen, LLC from 2016 to 2018. Warner is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led team approach with centralized investment oversight and a multi-criteria manager selection process.

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 holds a Series 63 license with 18 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Philip Karre is a financial advisor with Commonwealth Financial Network in Chesterfield, MO, holding a Series 66 license and one year of industry experience. His prior roles include positions at Cardinal Wealth Planning, LLC, Triad Financial Group, Osaic Wealth, Inc., 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 offers a comprehensive advisor-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Aaron Deterding is a CFP®-certified financial advisor with 12 years of industry experience, currently with Oppenheimer. He has worked at several firms including Larson Financial Group, TD Ameritrade, and Scottrade. Based in St. Louis, MO, Deterding holds Series 63 and Series 66 licenses. 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, manager selection, and multiple investment strategies tailored to client objectives.

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 with NewEdge Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Raymond James & Associates and J.P. Morgan. His other business activities include serving as a Trading Manager for Tactical Wealth Management, operating under the NewEdge Advisors brand. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Aaron Bock is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with The Colony Group, LLC, where he has worked since 2006. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

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.