Jonathan Curtis is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including twelve years with Moneta Group LLC. In addition to his advisory role, Curtis is an independent insurance agent for various companies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients including retirement plans and foundations. The firm employs a partner-led team model supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering services such as portfolio management, financial planning, family office support, and specialized concierge offerings.

Daniel Vatterott is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using strategic and tactical asset allocation alongside various investment strategies.

Matthew Schoelch is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2021. Prior to that, he worked at PricewaterhouseCoopers LLC and Lewis Rice, and he attended the University of Missouri. 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 supported by a centralized investments department and emphasizes asset allocation and manager due diligence within its open-architecture investment process.

Wayne Rector is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include work with Captifi Wealth Solutions LLC and Blueprint for Wealth LLC. Outside of advisory work, he owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides a range of advisory programs within the integrated New York Life structure.

Leanne Wilhelm is a Series 65-licensed financial advisor with Mariner in Brentwood, MO, bringing three years of industry experience. Her background includes roles at Mariner Wealth Advisors and positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, TownePlace Suites, and JQH Arena. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for firms of its size.

John Crowley is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros. - Aintree Capital, Ampersand Partners, Wells Fargo Clearing Services, and Eaton Vance Management. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis across proprietary and third-party models.

Justin Tate is a financial advisor at CWM, LLC with six years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials. His prior roles include positions at Northwestern Mutual Wealth Management Company, James Borchers, and Saltmarsh Financial Advisors, among others. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Joseph Kraninger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. Prior to joining Focus Partners Wealth in 2023, he worked at Craft Beer NY and held positions at Villanova University, The Bailwick Club, and Greenwich High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Deana Ruelas is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel Financial. She is based in St. Louis, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, utilizing both discretionary and non-discretionary wrap programs with various managed strategies.

Dane Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. 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 employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment strategies along with specialized services for unique client needs.

Patrick Enright is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 credential with two years of industry experience. Prior to his current role at Moneta, he worked at BBR Partners LLC and SS&C GlobeOp. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture, multi-criteria investment selection process, offering a range of portfolio management, financial planning, and family office services.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Danton Troyer is a CFP® with 20 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at LPL Financial, RFG Advisory, and Private Client Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with 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 and ongoing monitoring.

Annamarie Hernandez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance Company, among other roles. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience in the hospitality and service sectors, including positions at Field and Ivy Brewery and Reddoor Grill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored to different programs and manages approximately $36.7 billion in assets.

Philip Schwab Jr. is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He worked at Edward Jones from 2009 to 2019 before joining Moneta Group Investment Advisors in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm uses a Partner-led Team model supported by centralized research and emphasizes diversified, multi-asset allocations with ongoing monitoring, also serving unique institutional clients and providing niche services beyond typical wealth management.

Lisa Bedell is a Series 65-licensed advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She has worked exclusively within the Moneta organization since 2018, following a three-year tenure at Midwest Bank Centre. 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 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.

Ryan Kellis is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Bank of America and Merrill. Kellis also spent several years at LeafFilter and held a position at the University of Missouri - St. Louis. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management and advisory services.

Natasha Borglum is a CFP® professional with 11 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 Group since 2011. 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 employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Katherine Kloster is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2014, working in various roles within the firm. 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 a Partner-led Team model supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and ongoing monitoring.