Daniel Meehan is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include seven years at Wells Fargo Clearing before joining his current firm in 2023. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s investment approach is team-based and combines qualitative and quantitative analysis to develop model portfolios and capital market assumptions delivered to affiliate businesses for implementation.

Taylor Howe is a CFP® with six years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2025, he worked at Edward Jones for six years and has held various roles in education. 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 a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Swanson is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth and The Colony Group, LLC, and spent five years at Webster University. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. 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 solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Jerry West is a CFA® charterholder based in St. Louis, MO, with 26 years of experience in the financial industry. He has worked at Moneta Group Investment Advisors, LLC since 2018, following prior roles at Purshe Kaplan Sterling Investments and Archford Capital Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary 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 and offers diversified, multi-asset allocations tailored to each client’s needs.

Jacob Neiner is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Moneta Group Investment Advisors, LLC for multiple periods totaling seven years, and has held roles at University of Missouri - St. Louis, Uber, and other organizations. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kevin Nelson is a financial advisor at Moneta Group Investment Advisors, LLC with five years of industry experience. He previously worked at Edward Jones and has experience at St. Louis University. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a partner-led team structure, an open-architecture investment process, and conducts ongoing due diligence, managing proprietary multi-strategy vehicles such as the Retirement Advocate Funds.

Michael Torney is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2017, following three years at Buckingham Asset Management, LLC. Torney 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 discretionary and non-discretionary portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led Team structure and a multi-criteria manager selection process.

Susan Brown is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2020 and previously spent 14 years at The St. Louis Trust Company. Brown is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes partner-led teams supported by a centralized investment department and offers diversified, multi-asset strategies along with specialized services for unique client needs.

Victoria Rosado Varner is an advisor at Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Stifel Financial Corp and has experience in both financial services and hospitality sectors. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure with a centralized Investments Department and uses an open-architecture, multi-criteria investment process emphasizing asset allocation and manager due diligence.

Jason Ariston is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Benjamin F. Edwards & Co. in 2020, he worked at Raymond James & Associates and Wells Fargo Clearing. 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 offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, combining proprietary strategies with third-party models and managing both discretionary and non-discretionary solutions.

Heidi Rogan is a Series 66-licensed financial advisor with five years of industry experience. She has worked at several firms, including The Colony Group, Buckingham Strategic Wealth, Stifel, Moneta Group, and MetLife/MassMutual. In addition to her advisory role, she is also a notary. She is affiliated with Focus Partners Wealth, LLC, which serves individuals, high-net-worth families, family offices, and institutional clients through 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.

Richard Stone is a CFP® professional with 26 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career spans roles at several well-known firms in the industry. 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 offers a range of advisory programs, financial planning, retirement consulting, and investment management services using both proprietary strategies and third-party models.

Edward Schiela is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at The Colony Group, LLC from 2003 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ryne Vickery is a CFP® professional with 14 years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC for 15 years and at Securian Financial Services, Inc. for 2 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs an “enhanced open architecture” investment approach, blending active and passive strategies with fundamental and quantitative analysis.

Colin Place is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group and the Massachusetts Department of Revenue. Prior to his financial career, he spent time in education and other roles at Bucknell University and Wellesley Middle/High School. 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 approach that combines active and passive strategies, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

John Steffens is a financial advisor at Moneta Group Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneta Group since 2015. The firm serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led team structure with a centralized investments department and uses an open-architecture, multi-criteria approach to asset allocation and manager due diligence.

Sarah Bishop is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, with five years of industry experience. She holds a Series 65 designation and previously worked at Epic RPS for fourteen years before joining Moneta Group in 2021. 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 with a centralized investments department and uses a multi-criteria selection process for asset allocation and manager due diligence.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.

Matthew Pranschke is a CFP® professional with four years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. He is currently with Focus Partners Wealth, LLC in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.