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.

Kyle Lane is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo and Wells Fargo Clearing prior to joining TIAA in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Travis Huber is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. His career includes nine years at Wells Fargo Clearing and six years at STIFEL before joining his current firm in 2025. Based in St. Louis, MO, he serves a diverse client base through a well-established enterprise firm. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors. The firm provides services to individuals, high-net-worth clients, institutions, and corporate clients, offering a range of advisory programs, financial planning, and investment management solutions that include proprietary strategies and third-party model portfolios.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has been associated with Millennium Financial Group since 1997. He also serves as a trustee for two lifetime trusts. 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 provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and selected M&A advisory services.

Gabriel Wilson is a CFP® with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2018. He previously worked at Edward Jones for five years. Wilson is also a member of BSD Capital, LLC, an investment club focused on life sciences funds, where he participates in periodic investment discussions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and various managed account services.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

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.

Axayacatl Guerra Mojarro is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Saxony Securities Inc. He is also a Twitch streamer who plays video games and discusses recent game updates. 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 a broad network of advisors. The firm offers a range of advisory, brokerage, and consulting services with proprietary and third-party investment strategies, supported by an internal trading desk and custody services.

Matthew Fisher is a CFP® certificant with 21 years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2015, following roles at Moneta Group Investment Advisors, Stone Carlie Wealth Advisors, and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, committee-approved portfolios with a wide range of strategies and offers integrated tax services and family office capabilities uncommon for a firm of its size.

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.