David Curtis is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO, and holds the Series 63 designation. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 along with ongoing monitoring.

Blake Steele is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Edward Jones from 2014 to 2016. Based in St. Louis, MO, Steele serves clients as part of a larger team at Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Matthew Ring is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2011. He holds the Series 63 designation and 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

James Chalmers is a CFP® professional with 10 years of experience in financial advising, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015 in various roles. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 and ongoing monitoring.

Kyle Marra is a CFP® professional at Moneta Group Investment Advisors, LLC with five years of industry experience. He has been with Moneta since 2017 and previously worked at Kansas State University. Based in St. Louis, MO, Marra’s background includes both advisory and academic 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 uses a partner-led team approach and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

John Grover is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Washington University in St. Louis, and Stifel Nicolaus. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm 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 managed through a centralized investment team that selects and monitors model portfolios and third-party managers.

Trent Grass is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 66 designation and has two years of industry experience. Prior to joining Moneta in 2026, he worked at Raymond James & Associates and Cetera in various capacities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joel Fitts is a CFP® and Series 65 credentialed advisor with three years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2023 and previously held roles at Edward Jones and KPMG LLP. Based in St. Louis, MO, he supports clients through Moneta's enterprise platform. 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 utilizes a multi-criteria selection process that includes manager due diligence and alternative monitoring procedures.

Brigid Andrews is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. She has worked at Moneta since 2021 and has prior experience in educational and club environments, including the University of Tulsa and Villa Duchesne and Oak Hill School. 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 research and emphasizes asset allocation and manager due diligence across diversified strategies.

Jarrett Simpson is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with The Colony Group, LLC and previously worked at Buckingham Strategic Wealth, LLC and Money Concepts Capital Corp. He is based in St. Louis, MO. Focus Partners Wealth, LLC 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, third-party managers, and private funds within an enhanced open architecture framework.

Michael Vredenburgh is a CFP® and ChFC® with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2018 and previously held roles at Plancorp, LLC. Vredenburgh serves as a member of the City of Olivette Pension Board of Trustees, where he reviews pension investments in a fiduciary capacity. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and offers diversified multi-asset allocation strategies alongside niche services such as planning for professional athletes.

Stephen Weiss is a CFP® and holds a Series 65 license, with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jacob Castelli is a financial advisor with Moneta Group Investment Advisors, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Wells Fargo Clearing Services 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 employs a partner-led team structure with a multi-criteria selection process focused on asset allocation and manager due diligence.

Scott Szymula is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., Severin Investments LLC, Wells Fargo Advisors, and Edward Jones. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm utilizes a variety of investment strategies and provides tax and financial administration services through an affiliated accounting subsidiary.

Wesley Sebacher is a CFP® with nine years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has held prior roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Inc., Scottrade, Inc., and Legacy Wealth Advisors. Wesley 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 uses a partner-led team structure with a centralized investments department and a multi-criteria selection process focused on asset allocation and manager due diligence.

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Partners, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard, and BlackRock, along with discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Nicolas Perez is a CFP® with 13 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 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.