Adam Haas is a CFP® professional with Moneta Group Investment Advisors, LLC in St. Louis, MO. He joined Moneta in 2023 and has prior experience working in banking and the food service industry. 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 operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Patrick Jordan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2021. His prior roles include positions at Wells Fargo Clearing, North Star Resource Group, and several other financial services firms. 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 centralized investment oversight and utilizes an open-architecture approach that emphasizes asset allocation and manager due diligence.

Jack Georges is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at World Wide Technology Raceway and has held roles at Indiana University Athletics and Westminster Christian Academy. 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 specialized concierge offerings, employing a Partner-led team structure and a multi-criteria investment selection process.

Nicholas Quarnstrom is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth 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 through an enhanced open architecture framework.

Austin Garber is a CFP® with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Rachael Derrico is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2026. Prior to joining Beacon Pointe, she worked at Commerce Bank for six years and held positions at Pioneer Medical Group, Starbucks, Vail Resorts, and St. Louis Community College/Goldfarb School of Nursing. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kent Meyer is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, and Stifel Nicolaus. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Benjamin Covington is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Focus Partners in 2026, he was with CIBC for two years and also worked in academic roles at the University of Dayton and Chaminade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative and fundamental analysis alongside specialized tools such as trend-following and options overlay strategies.

William Smith is a CFP® with 12 years of industry experience and currently works at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Madison Wealth Advisors, LLC. Outside of his advisory career, he has managed a farming operation raising cattle and row crops since 1990. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to private and registered pooled vehicles.

Courtney Vitale is a CFP® professional at Moneta Group Investment Advisors, LLC with seven years in the financial services industry. Her prior experience includes roles at Joyce Meyer Ministry and Butlers Pantry. She is based in St. Louis, MO. 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 uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Matthew Sallaberry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Enterprise Bank & Trust for twelve years before joining Moneta, where he has been since 2017. 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 specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring, with a client base that includes several uncommon institutional relationships.

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Buckingham Strategic Wealth, Stifel Nicolaus & Co Inc, and several other firms. Outside of his advisory roles, he spent time at the YMCA and the University of Missouri earlier in his career. 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 utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kimberly Mueller is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLC for 14 years. 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 specialized concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with unique services such as planning for professional and developing athletes.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, HM Capital Management, Charles Schwab, Merrill, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and insurance products.

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he spent four years at the University of Missouri - Columbia and four years with the St. Louis Cardinals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Patrick Duff is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Moneta Group since 2005. Outside of advising, he serves as treasurer on the boards of Fellowship of Christian Athletes and Bethany Christian Services, roles he has held since the late 1990s. Moneta Group Investment Advisors serves a range of 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 with centralized investment oversight and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Stephanie Guerin is a CFP® with 27 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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 with third-party managers and private funds.

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners 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 within an enhanced open architecture framework.