Ryan Ely is a CFA® charterholder and holds the Series 66 license, with nine years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to this, he was with Buckingham Strategic Wealth, LLC for six years and Larson Financial Securities, LLC for three years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Megan Riley is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Moneta Group since 2016. Outside of her advisory role, she manages a rental property. 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 approach with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Erin Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Private Advisor Group since 2016 and also has affiliations with LPL Financial and JBL Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that leverages various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Peter Hudlow is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Stifel Bank & Trust, Wells Fargo Clearing Services, DiSys, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of advisory, planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies along with in-house equity and fixed-income portfolios.

Joseph Riley is a CFA® charterholder with 19 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2019 and previously worked at Stern Brothers & Co. from 2011 to 2018. He is based in Creve Coeur, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.

Andrew Glenn is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Moneta Group Investment Advisors, LLC since 2015, currently serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Daniel Hepp is a financial advisor with TIAA-CREF in St. Louis, MO. He holds a Series 65 designation and has two years of industry experience. Prior to joining TIAA-CREF, he worked at UMB Bank, N.A. for nine years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Brendan Norwine is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Stifel Financial Corp., and Stifel Bank & Trust. 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 services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving more than 33,000 clients.

Brian Cheah is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Securities, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Emma Von Weise is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and four years of industry experience. She has worked at several firms including Buckingham Strategic Wealth, Stepp & Rothwell, and BMO Harris Bank. Outside of her advisory role, Emma provides pro bono financial coaching to young people and informal financial advice to individuals in her community. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jarid King is a CFP® professional with 18 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual Investment Management, and TD Ameritrade. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, offering discretionary and non-discretionary portfolio management.

Patricia Lampe is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 65 designation and has been with TIAA and its affiliates since 1999. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group using affiliated funds.

John Horseman is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes positions at LPL Financial, National Planning Corporation, and Prudential Equity Group. He serves as President of the Board of Commissioners at the St. Louis Art Museum and is a trustee at the Phoenix Art Museum. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning, portfolio management, and retirement plan consulting, utilizing a combination of quantitative and qualitative analysis through an Investment Committee to develop customized strategies across multiple asset classes.

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 licenses and previously worked at Fidelity Investments and The Jaspen Corporation. Outside of finance, she has experience in academia through her roles at the University of Redlands Department of Economics and Fitness Center. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and foundations. The firm offers portfolio management, financial planning, and concierge services, using a partner-led team approach with an emphasis on asset allocation and manager due diligence.

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 Series 66 licensed advisor at Oppenheimer with 18 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Malia Baker is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Mariner, with four years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and also has experience with PLNK STL, Red Robin, and Splash. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios overseen by an investment committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.

Ryan Fedder is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and TD Ameritrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and combines enterprise scale with a small advisor base, managing approximately $41 billion in regulatory assets.