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 with Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Bank of America and Merrill. Kellis also spent time at the University of Missouri - St. Louis and LeafFilter in roles outside the financial industry. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, investment management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools like trend-following and options overlay strategies.

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.

Stephen Sadler is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds the Series 63 designation and has worked at The Colony Group LLC since 1987. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach integrates active and passive strategies through a long-term, tax- and fee-sensitive framework using fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent eight years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, offering a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Virgil Johnson is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at J. Morel & Associates LLC and Champion-Johnson Group. Outside his advisory work, he serves as a board member for New Life In Christ Church in Ofallon, Illinois. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers diverse program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Modern Wealth Solutions and other roles in financial services and education. Phillips is also engaged in insurance brokerage activities through two agencies, where he provides life insurance and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Lara Mayhew is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Citibank prior to her current tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management alongside point-in-time planning services and serves as investment adviser to a donor-advised fund.

Nicholas Warren is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has worked exclusively within the Moneta Group entities since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Donald Rochleau II is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he worked at Bam Management, LLC and Buckingham Strategic Wealth, LLC. 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 a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Parkside Financial Bank & Trust and Bank of America Private Bank. 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 and an open-architecture investment process emphasizing asset allocation and manager due diligence.

John Reidy is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC for seven years and Edward D. Jones & Co., L.P. for 24 years. Outside of finance, he is involved in acting and voice-over work, including roles in podcast programs, and serves as an election judge in St. Louis County. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and institutions. The firm offers diversified investment strategies through fee-based wrap programs and combines custody and execution services with an internal trading desk.

Martin Ruether is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked previously at Raymond James & Associates and JPMorgan Chase Bank NA. Mr. Ruether is also a licensed Life Insurance Agent since 1992. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party solutions supported by technology and centralized due diligence.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience and currently serves as a financial advisor at Moneta Group Investment Advisors, LLC. His prior experience includes roles at Stifel and Wells Fargo. Outside of his advisory work, he is an investor in a French football club, Toulouse FC, through Vanderlouse, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm uses a partner-led team approach with centralized investment oversight and offers a range of services including portfolio management, financial planning, and family office support.

Michael Ball is a CFP® professional based in St. Louis, MO, with eight years of experience in the financial services industry. Prior to joining Focus Partners Wealth, LLC in 2026, he worked at Moneta Group for eight years and Robert Half for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.