Jonathan Lee is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent 11 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach incorporates long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Trevor Stone is a CFP® with nine years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2016. 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 approach supported by a centralized investments department and uses a multi-criteria selection process focused on asset allocation and manager due diligence.

Adam Roeder is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 license with five years of industry experience. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, Roeder has experience in the automotive service industry and collegiate sports. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and business management 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.

Carolyn Bowles is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO with three years of industry experience. She holds a Series 65 designation and has worked previously at Albright Wealth Management, Albright Financial, Argent Capital Management, and Peabody Energy. Outside of advising, she is involved with Swan Investment Properties, LLC, a privately held real estate entity related to office property ownership. 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 a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Aaron Bosch is a CFP® professional with four years of experience at Moneta Group Investment Advisors, LLC. Prior to joining Moneta, he worked for 16 years with the Mehlville School District. He is based in St. Louis, MO. 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 a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional athletes and institutional advisory relationships.

Bryan Hebron is a CFP® professional with five years of experience in financial advising at Moneta Group Investment Advisors, LLC. He has been with Moneta Group since 2015 in various roles. 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 emphasizes asset allocation and manager due diligence.

Farah Winkler is a CFP®-certified financial advisor with 16 years of industry experience. She has been with Moneta Group Investment Advisors, LLC since 2016. Located in St. Louis, MO, she holds a Series 63 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and a multi-criteria approach to investment selection, emphasizing asset allocation and manager due diligence.

David Ressner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and operated his own firm, RESSNER Financial Planning LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management 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.

Kayden Besher is a financial professional with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 66 and Series 63 designations and four years of industry experience. Prior to Kestra, Besher worked at Cetera Advisors, Burgdorf Wealth Managers, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Drennan Bailey is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2022. Prior to joining Moneta, he was employed at Bunge Limited and Deloitte & Touche. 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 operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp LLC. 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 approach and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior experience includes roles at Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. 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 within an enhanced open architecture framework.

Rebecca Winkler is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC and GreenCourse Financial Advisors, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2012. 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 offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models, with an internal trading desk and a combination of custody and clearance services.

Geoffrey Bowers is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Fidelity Brokerage Services and Ameriprise Financial Services. Outside of his advisory work, he has been involved in non-investment related real estate ownership since 2008. 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 centralized investment research and utilizes an open-architecture selection process focused on asset allocation and manager due diligence.

Mallory Harrell is a Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, as well as earlier experience at AG Industries. Focus Partners 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 that combines active and passive strategies within an enhanced open architecture framework.

John Morard is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Arathi Consulting, Severin Investments, and US Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Haider Yousif is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator on a voluntary basis, participating in panels that address financial disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades conducted only upon client authorization.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. She holds a Series 65 designation. Her prior experience includes roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety 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.

Beth Engel is a financial advisor at Moneta Group Investment Advisors, LLC with a Series 65 designation. She has previously worked at Wells Fargo Private Bank, Fifth Third Private Bank, BMO Bank, NA, and Torch Law. Engel is based in St. Louis, MO and has one year of experience with her current firm. 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 and an open-architecture investment process that includes manager due diligence and proprietary multi-strategy vehicles.