Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Logan Reno is a CFP® with five years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. 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 range of wealth management services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.

Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

John Bradley is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 65 designation and previously operated 59YEAH LLC for eight years. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers and provides various portfolio management and consulting services.

Susan Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Benjamin F. Edwards & Co since 2014. 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 investment and financial planning services through fee-based wrap programs, utilizing both strategic and tactical portfolio management monitored by an Investment Strategy Committee.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &Partners in Saint Louis, MO. He previously worked at Wells Fargo Clearing Services LLC for nine years and Commerce Bank for two years. &Partners serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan consulting through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a variety of analytical approaches and portfolio management options, supporting both discretionary and non-discretionary accounts.

Ryan Price is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Modern Wealth Solutions, Eagle Strategies (NY Life), and Ferguson Financial Group LLC. Outside of his advisory role, he owns and operates Continuity Planning Group, a life insurance brokerage focused on comprehensive financial planning including investments, annuities, and insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and maintains relationships with third-party asset managers under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Cassandra Waldron is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup, she worked at Charles Schwab, True Manufacturing, and O'Fallon Nutrition. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Brannon Champagne is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. Prior to joining Moneta, he worked at Executive Partners, LLC and PricewaterhouseCoopers, LLP. 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 operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.

Sean Ridley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Morgan Stanley, U.S. Bancorp Investments, and GainSight. 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 utilizes a Partner-led Team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Adam Rhoads is a CFP® and Series 65 licensed advisor at Mariner Wealth Advisors with three years of industry experience. Prior to his current role, he was involved with Adam Rhoads Fitness LLC and Revive Wellness, and has a long-term association with Westwood Country Club. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an investment committee and integrates in-house research with third-party managers, while also providing administrative CFO capabilities and a financial wellness platform for employer clients.

Daniel Hartmann is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Thrivent Financial, CliftonLarsonAllen Wealth Advisors, and TD Ameritrade. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers and alternative strategies.

Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.

Peter Racen is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Northwestern Mutual in various roles from 1999 to 2022. Outside of his advisory work, he serves on the finance committee of River City Church and is CEO of Crescendo Advisory, LLC, a firm specializing in training and mentoring wealth management advisors on exit planning and executive compensation. 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 uses partner-led teams supported by a centralized investment department and provides diversified, multi-asset investment strategies alongside unique institutional and niche client services.

David Kaslow is a CFA® charterholder with 27 years of industry experience. He has been with &Partners since 2025 and previously worked at Oppenheimer for 21 years. Kaslow serves on the investment committee of the John Burroughs School, overseeing the school endowment. &Partners serves a wide range of individual and institutional clients, 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, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

William Akins is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors, LLC since 2016, serving in the firm’s St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm uses a Partner-led Team model supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and tailored financial plans.

Michael Follis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of 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 and is noted for its diversified, multi-asset allocation approach and unique institutional client relationships.

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.