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Kevin H

CFP®, Series 66

St. Louis, MO

Creative Planning

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Ally K

CFP®, Series 66, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

Ally Kell is a CFP® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She previously worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. Kell is involved in nonprofit work as an advisory board member of the Affinia Healthcare Foundation and serves on the board of the Spirit of St. Louis Women's Fund, where she will be president starting in 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by centralized investment oversight and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Ashlee O

CFP®, Series 65, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ashlee Ogrzewalla is a Certified Financial Planner® with 14 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has held previous roles at firms including Pentegra Distributors, Inc., Purshe Kaplan Sterling Investments, and Cambridge Capital Management, LLC. Outside of her advisory work, she serves on the Board of Directors for the Youth & Family Center in St. Louis. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Bradley D

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Bradley Dunajcik is a CFP® with three years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Edward Jones and Scottrade. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Sara C

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Sara Cooke is a CFP® with 17 years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. Her prior experience includes roles at The Colony Group, Buckingham Asset Management, and Morgan Stanley. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jacob R

Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Jacob Ross is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for six years before joining Moneta. Ross 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, utilizing a partner-led team approach and a multi-criteria selection process focused on asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Matthew S

CFP®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Matthew Schwarz Jr. is a CFP® professional with five years of experience at Moneta Group Investment Advisors, LLC. His previous roles include positions at Renaissance Financial Corp and Securian Financial Services Inc. He also spent time working at the University of Missouri - Columbia and Mariner Wealth Advisors. 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 allocation strategies along with specialized services such as trustee support and planning for professional athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Patrick K

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Patrick Kuster is a CFP® with 14 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Blueprint Wealth Alliance, VOYA Financial Advisors, and Zenith Marketing Group. Outside of his advisory work, he is involved with Fully Vested Advice, Inc., where he engages in research, writing, speaking, and consulting on financial, tax, and estate planning matters for professional education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies, third-party managers, and private funds, with a focus on long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Travis M

Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Travis Mooney is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kennedy Capital Management, Carmax, Home Depot, and Windsor High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Samuel H

Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Samuel Hill is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 designations with 10 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wells Fargo Clearing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Mitchel P

CFP®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Mitchel Pagano is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Summit Financial, LLC and Private Client Services. Outside of advising, he has been involved with TAP Consulting LLC dba Genex Consulting and held roles at Missouri State University and Waterway Cash Wash. 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Mona G

Series 63, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Mona Gooden is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations. Her work history includes over a decade at Moneta Group Investment Advisors and a brief period at Acropolis Investment Management. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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John R

CFP®, Series 66, Series 63

St. Louis, MO

Moneta Group Investment Advisors, LLC

John Reagan is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Moneta Group Investment Advisors, LLC and has previously been employed by firms including Hill Investment Group Partners, Edward Jones, and M Holdings Securities. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team structure, uses an open-architecture investment process emphasizing asset allocation and manager due diligence, and offers a range of services including portfolio management, financial planning, and family office support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Michael H

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Matthew E

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Matthew Erker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by a centralized Investments Department and utilizes a multi-criteria selection process with ongoing due diligence, managing proprietary multi-strategy vehicles and specialized services for clients with complex needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Elliot D

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Elliot Dole is a CFP® professional with 16 years of experience in financial advisory services. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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 under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Joseph F

CFP®, CFA®, Series 63, Series 66, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Joseph Frontczak is a CFP® and CFA® with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stifel. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework. The firm offers a broad range of services including financial and tax planning, retirement plan consulting, and access to private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jerrod A

CFP®, CFA®, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Jerrod Anderson is a CFP® and CFA® professional with eight years of industry experience. He currently works at Moneta Group Investment Advisors, LLC, where he has been since 2023. Prior to this, he spent five years at Edward Jones and also held positions at Washington University. Outside of his advisory role, he is the owner and manager of First Cast Holdings LLC, an LLC involved in passive real estate investment. 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, family office services, and concierge offerings, using a partner-led team approach supported by centralized investment research and a multi-criteria selection process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Maryann V

CFP®, Series 63, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Maryann Vognild is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Charles M

CFP®, Series 66, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Charles Moran is a CFP® with 16 years of industry experience and currently serves as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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