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.

Robert Mitchell is a CFP®, CFA®, and Series 63-licensed advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Alejandra Berra is a CFP® and holds a Series 66 license with Steward Partners Investment Advisory, LLC. She has been with Steward Partners and affiliated firms since 2026. Prior to her current role, she worked at Commerce Bank for 16 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Nancy Georgen is a ChFC®-designated financial advisor with 23 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2005. Based in St. Louis, MO, she also holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Nolan Tran is a financial advisor at Focus Advisor Solutions, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Focus Advisor Solutions, he worked at Wells Fargo Clearing Services and Busey Bank. Outside of finance, Nolan has experience in the service industry, including positions at Prairie INN Bar and Pizza Hut. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, including fixed-income sub-advisory and 3(38) retirement plan investment management. The firm offers diversified mutual fund and ETF model portfolios and discretionary fixed-income management, serving over 33,000 clients with approximately $41 billion in regulatory assets under management and administration.

Benjamin Norris is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin is based in St. Louis, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.

Melissa Yost is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has previously worked at Paradigm Financial Advisors, Pi Beta Phi Fraternity for Women, and Argos Family Office. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Westlund is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and HM Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to 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, separate account managers, private funds, mutual funds, and ETFs.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.