Gregory Finke is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, MassMutual, and Stewardship Capital. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jordan Hatfield is a financial advisor at Focus Partners Wealth, LLC with six 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 serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Patrick Unnerstall is a CFP® with 27 years of industry experience. He currently works at &Partners and previously spent 25 years at Edward D. Jones & Co., L.P. He serves as 1st Vice President on the board of the Washingtons Lion Club, a community service organization. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of fundamental, technical, and quantitative strategies, managing accounts through both in-house advisors and third-party managers.

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® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. 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 provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Matthew Clark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, Charles Schwab, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, employing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

William Davis is a CFP® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2020. Prior to that, he was with Archford Capital Strategies and Deschaine & Company, L.L.C. Mr. Davis holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Perry Stubbs II is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2024. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analyses and provides services through both discretionary and non-discretionary management approaches.

Robert Markham is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JBL Financial Services Inc, LPL Financial, and Aldi's. Before entering the financial sector, he spent nine years as an independent contractor and personal trainer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party TAMPs and investment managers.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He is also active as an independent insurance agent, selling fixed insurance products and life insurance through Marathon Benefits Group. Voya Financial Advisors serves a diverse client base including individuals, institutions, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a large portion of assets held in non-discretionary arrangements and operates multiple program structures including Unified Managed Account wrap programs and third-party money manager access.

Christopher Ross is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. &Partners serves a diverse range of individual and institutional clients, offering investment management and financial planning services through both discretionary and non-discretionary accounts. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies to manage client assets.

Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. She holds a Series 65 designation and has three years of industry experience. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, CIBC Private Wealth Management, Lowengaput Global Advisors, Regions Bank, and the United States Transportation Command. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Raymond Faupel is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 56 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs that include asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Benjamin Gross is a financial advisor with Focus Partners Wealth, LLC in St. Louis, Missouri. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, BAM Advisor Services, and State Farm Insurance. He also spent four years affiliated with the University of Missouri - Columbia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Daniel Murphy is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., TD Ameritrade Inc., Great Southern Bank, and Welsch Heating and Cooling. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an Investment Strategy Committee and an operational model that combines custody, execution, and trading services.

Teresa Hayes is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior roles include positions at U.S. Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. She is also a part owner and operator of a milkshake franchise through Bunny Bean & Bugs Holding Co LLC and serves on the board of a Special Education Foundation. Mariner serves a broad range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with notable capabilities in tax integration and administrative family office services.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Matthew Short is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with affiliated companies including United Financial Services and the Transamerica Agency Network, focusing on life insurance and conservative investment solutions. Prior to joining Transamerica, he was with American United Life Insurance Co for a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Logan Reno is a CFP® professional with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He previously worked at Moneta Group Investment Advisors, LLC for eight years, followed by roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies through an enhanced open architecture framework.