Amanda Schmidt is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2017. She previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. 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 employs a Partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Anna Brown is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Moneta Group in 2025, she worked at Fidelity Investments for three years and has experience in both corporate and academic settings. Outside of finance, she was involved with the Honduras Child Alliance in 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing portfolio monitoring.

Matthew Herman is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at BBR Partners, Herman & Company CPAs, P.C., and Epoch Investment Partners. Outside of advisory work, he serves as a consultant for an accounting firm. 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 employs a partner-led team structure with a focus on asset allocation, manager due diligence, and oversight of sub-advisers, while also providing specialized services for clients with complex needs.

Susan Wesselmann is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Oppenheimer since 2003. 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 along with manager selection and a range of investment strategies.

Malia Baker is a CFP® professional with three years of industry experience, currently with Mariner in Brentwood, MO. Her work history includes roles at Mariner Wealth Advisors and PLNK STL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party manager allocations to implement customized portfolios and provides integrated tax, accounting, and financial wellness services.

Ryan Fedder is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Wells Fargo Clearing Services, Stifel Nicolaus & Co., and TD Ameritrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory and retirement plan management services. The firm emphasizes systematically invested diversified mutual fund and ETF portfolios and manages approximately $41 billion in regulatory assets across a focused advisor base.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Wells Fargo Advisors. Since 2019, he has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab and Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Holly Harris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Thomas Sullivan IV is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory work, he is involved as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. His prior roles include various positions within Wells Fargo entities and a brief period at Edward Jones. Outside of his advisory work, he also engages in food delivery driving for Uber Eats and operates Peker Family Enterprises, LLC, which sells items on marketplace websites. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients choose to implement recommendations.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Outside of his advisory role, Arnold is involved in life insurance sales and application processing through Millenia Investments. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Justin Hauke is a financial advisor with Robert W. Baird & Co. in St. Louis, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, with capabilities that include manager-traded and model-traded SMA strategies, tax management, and the use of internal research and technology tools in client advice.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Aaron Ungerer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He is a member of the Reynolds Ungerer Wealth Management Group and specializes in serving clients such as physicians, attorneys, senior executives, retirees, and other accomplished individuals and their families both locally and nationwide. Aaron focuses on helping clients meet their specified financial goals using goals-based wealth management and retirement strategies, emphasizing clear explanations for each recommendation. He collaborates closely with clients' CPAs and attorneys to align tax minimization and estate planning strategies, recognizing the importance of integrated financial planning. His expertise encompasses areas including college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Aaron holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He earned a Bachelor's degree from the University of Florida and a Master's degree from the University of Missouri System. Outside of his professional work, Aaron enjoys biking, cooking, fishing, football, gardening, hiking, pickleball, skiing, spending time with his family, and traveling.

Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.