Jami Choinka is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2012. 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, emphasizing diversified, multi-asset allocations and tailored client plans.

Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Buckingham Strategic Wealth, Legacy Financial Strategies, and Focus Partners Wealth. Prior to his financial advisory career, he spent four years at Custom Wood Products and Kansas State University. Focus Partners 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 combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Brian Brush is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Bam Management, and Lumia Wealth. Based in St. Louis, MO, he holds the Series 63 and Series 65 licenses as well. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a 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 analysis and specialized portfolio tools.

Joann Jolly is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 21 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. She is based in Saint Louis, MO. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Stephen Dolan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at Mariner Wealth Advisors and Msec, LLC from 2015 to 2019. He is based in St. Louis, MO and holds the Series 66 designation. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Nicholas Frigerio is a CFP®-certified financial advisor with 11 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He has been with Benjamin F. Edwards & Co since 2011, totaling 15 years at the firm. 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 over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Timothy Burford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He has been with Moneta since 2019 and previously held roles at Honey Baked Ham, the University of Missouri - Columbia, LCMS Foundation, Kohl's, and Kozeny & McCubbin. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing 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, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Abby Donnellan is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Anders CPA's & Advisors for seven years. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lauren Miener is a CFP® professional with six years of experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

John Lake is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has recently started his career in the industry. Prior to joining Moneta, he worked at Fallon & Byrne and has experience in non-financial roles including at Ted Drewes, Inc. and Chaminade College Prep School. 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 uses a Partner-led team structure with a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Kirby Mack is a CFP® and Series 66 registered advisor with 13 years of industry experience. He has worked at Creative Planning, LLC since 2022 and previously spent eight years at Buckingham Asset Management, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Mark Cereghino is a financial advisor with Eagle Strategies (NY Life) in Saint Louis, MO, holding a Series 63 designation and over 43 years of experience in the industry. His career includes long-term roles at Marco Financial, LLC and New York Life Insurance Co. Beyond his advisory work, he serves as Chairperson of the local public TV station KETC, sings in an a cappella vocal jazz group, and holds leadership roles in nonprofit organizations promoting ballroom dancing and supporting the St. Louis Symphony. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Muckler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2018, following thirteen years at Scottrade, Inc. His outside activities include serving as co-trustee of the Michael P. Muckler Irrevocable Trust. 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 over 500 advisors. The firm provides a range of advisory programs and financial services that include proprietary and third-party investment strategies, retirement plan consulting, and brokerage services.

Joshua Ernst is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Focus Partners Wealth and Buckingham Wealth Partners/Focus Partners Wealth, totaling eleven years in wealth management. Ernst holds a Series 65 credential and is based in St. Louis, MO. 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 utilizes a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Daniel Side is a CFP® professional with seven years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at Central Bancorp and other Moneta Group entities. 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 and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Samuel Leitensdorfer is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Moneta since 2021, with prior roles at Neighbors Credit Union and Murray State University. 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 and a multi-criteria selection process focused on asset allocation and manager due diligence.

Stephanie Sather is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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 fundamental and quantitative analysis along with various specialized portfolio management tools.

Katherine Jochum is a CFP® and Series 66 designee with 16 years of industry experience. She is currently with Moneta Group Investment Advisors, LLC and previously worked at Wells Fargo Clearing and NRL Mortgage. In addition to her advisory role, she serves as the Regional Investment Committee Chair for United Way in St. Louis. 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 Investments Department and uses an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

Victoria Dunlap is a financial advisor with Principal Financial Services in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial Services since 2016 and has worked with Principal Life Insurance Company since 2000. Dunlap also serves as a bank/trust officer, supporting and managing Principal retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through advisory and promoter arrangements.

Alex Roth is a CFP® professional with three years of experience in the financial industry, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. Prior to joining Moneta, he held positions at Southern Illinois University Edwardsville, Lewis and Clark Community College, and Millikin University. Moneta Group Investment Advisors serves a diverse client base including high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a Partner-led team structure and an open-architecture investment process that focuses on asset allocation and manager due diligence, offering comprehensive portfolio management, financial planning, and specialized concierge services.