Alec Roussin is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has experience working at Moneta since 2022 and previously worked at RSM US LLP. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering 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 provides diversified, multi-asset allocations with ongoing monitoring.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jesse Dale is a CFP® professional with nine years of industry experience. He is currently with \u0026Partners and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds ownership interests in two farming-related businesses based in Stover, Missouri. \u0026Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management and financial planning services through a combination of proprietary and third-party strategies monitored via the Envestnet platform.

Brian Mulhall is a financial advisor at Commonwealth Financial Network with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network since 2007. His other business activities include fixed insurance. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

Rebecca Craig is a CFP® professional with 13 years of industry experience currently with Focus Partners Wealth, LLC. She has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and MassMutual-related firms. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering services such as investment management, financial counseling, family office support, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated service companies.

Edward O'Neal is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 30 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2015. Outside of his advisory role, he is also involved in rental property ownership. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both in-house and third-party strategies across various asset classes.

Janet Heitzig is a financial advisor with Principal Financial Services in Chesterfield, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including tenure at Principal Life Insurance Company since 2002. Outside of her advisory role, she is secretary of a local ladies golf league and is involved in selling prepaid legal and identity theft protection products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Fuhrig is a CFP® with 10 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior work includes positions at Smith, Moore & Co. and Bass Pro Shops, where he also worked as a sales associate. Fuhrig serves on the Board of Directors for the Mountain Lake Hunting & Fishing League, overseeing the club's investments. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach to investment decisions, utilizing an open-architecture selection process and managing proprietary multi-strategy funds.

Brian McGraw is a financial advisor with Hightower Advisors, holding a Series 66 designation and 14 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2021 before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using a range of investment vehicles and proprietary research to support portfolio construction and risk management.

Craig Poe is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Curate LLC and Four Season Hotels and Resort. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory solutions with insurance and annuity products through a large network of affiliated representatives.

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.

Mary Ruddy is a financial advisor with Empower Advisory Group in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at GWFS Equities / Great-West Life & Annu-Ins Co since 2007. Outside of her advisory role, she has worked as a sales clerk selling jewelry at JCPenney. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

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.