Robert Swieterman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having joined in 2023. His prior roles include positions at Cetera Investment Services, Cetera Investment Advisors, Regions Bank, and Fifth Third Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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 emphasizes diversified, multi-asset allocations and ongoing monitoring.

Zachary Han is a CFP® at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He has been with Moneta Group since 2015. 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 employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Douglas Standish is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Joseph Sheehan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Tanner Smith is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at SSM Health for six years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies monitored by an Investment Strategy Committee, combining custody and execution services with internal trading capabilities.

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.

Ryan Bollinger is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citigroup since 2020, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of Bollinger Services and a partner in Bollinger Rental Services LLC, which offers rental services for RVs and campers. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

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 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® 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.

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 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.

Diane Cipriano is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing strategies managed in-house, by its advisors, and through third-party managers.

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.