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Stephanie T
Series 65
Brentwood, MO
Hightower Advisors
Stephanie Temporiti is a financial advisor with Hightower Advisors, holding a Series 65 designation and 11 years of industry experience. Her prior roles include positions at Flourish Wealth Management Inc. and Buckingham Strategic Wealth. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and varied investment vehicles.
Dylan W
Series 65
Brentwood, MO
Hightower Advisors
Dylan Wardenburg is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. Prior to joining Hightower in 2022, he spent time as a student and was unemployed for one year. He serves on the Lutheran Family and Children Services Young Professionals Board in St. Louis, focusing on development and public relations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.
Michael P
CFP®
St. Louis, MO
Moneta Group Investment Advisors, LLC
Michael Peek is a CFP® professional with eight years of experience, currently serving at Moneta Group Investment Advisors, LLC since 2014. 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 employs a Partner-led Team model with centralized investment support and emphasizes diversified, multi-asset allocations and ongoing monitoring.
Travis M
Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Travis Mooney is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kennedy Capital Management, Carmax, Home Depot, and Windsor High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.
Samuel H
Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Samuel Hill is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wells Fargo Advisors. 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 support. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies with ongoing monitoring.
Mitchel P
CFP®, Series 66
St. Louis, MO
Moneta Group Investment Advisors, LLC
Mitchel Pagano is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Summit Financial, LLC and Private Client Services. Outside of advising, he has been involved with TAP Consulting LLC dba Genex Consulting and held roles at Missouri State University and Waterway Cash Wash. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of 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.
Derech B
Series 63, Series 66
St. Louis, MO
Hightower Advisors
Derech Bachmann is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Charles Schwab, J.P. Morgan Securities, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.
Mona G
Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Mona Gooden is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moneta Group in various capacities since 2012. 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 operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.
Derek D
Series 66
St. Louis, MO
Commonwealth Financial Network
Derek Dolitsky is a financial advisor with Commonwealth Financial Network in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at D&B Strategic Wealth and SYNC National Logistics LLC. Outside of his advisory work, he has provided driving services for Lyft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors in implementing portfolios through both internal and external management options.
Shannon L
Series 63, Series 66
Clayton, MO
&PARTNERS
Shannon Lewis is a financial advisor at &PARTNERS with 33 years of industry experience. Prior to joining &PARTNERS in 2025, Lewis worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a variety of analytical methods and investment strategies, managing accounts both directly and through third-party managers.
Gary G
Series 63, Series 65
St. Louis, MO
Centaurus Financial, Inc.
Gary Goldberg is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 1999. In addition to his advisory work, he serves as president of Financial & Tax Strategies, Inc., a company focused on financial aid and tax advisory services, and holds a board director position with the Lakeview Homeowners Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs both discretionary and non-discretionary investment management approaches, utilizing fundamental, technical, bottom-up, and top-down analyses, and offers specialized services such as retirement-plan consulting and annuity sub-account management.
William L
Series 66
St Louis, MO
TIAA-CREF
William Luster is a financial advisor with TIAA-CREF in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he worked at Edward Jones for five years and spent twenty years with Kimberly-Clark Corporation. He serves on the boards of the Fathers and Families Support Center, 100 Black Men of Metropolitan St. Louis, and the St. Louis County Library Foundation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.
John R
CFP®, Series 63, Series 66
St. Louis, MO
Moneta Group Investment Advisors, LLC
John Reagan is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Hill Investment Group Partners, Cammon Company, M Holdings Securities, and Edward Jones. He 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 utilizes a partner-led team structure, an open-architecture investment process, and provides specialized services for clients with complex needs.
Brian C
Series 66
Brentwood, MO
Hightower Advisors
Brian Copeland is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, previously holding positions at V Wealth Advisors LLC and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.
Michael H
CFP®
St. Louis, MO
Focus Partners Wealth, LLC
Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.
Matthew E
CFP®, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Matthew Erker is a CFP® with 10 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 2012. 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 utilizes a multi-criteria selection process with ongoing due diligence, managing proprietary multi-strategy vehicles and specialized services for clients with complex needs.
Elliot D
CFP®, Series 63, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Elliot Dole is a CFP® certificant with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.
Dustin G
Series 63, Series 66
Brentwood, MO
Mariner
Dustin Gaj is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Amundi Distributor US, Inc. and various PNC entities. He serves as a director on the St. Louis Planned Giving Council board and as treasurer for the local council of the St. Louis Boy Scouts. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses a discretionary, customized investment approach supported by an internal team and third-party managers, with integrated tax and accounting services and specialized operational capabilities.
Richard S
Series 63, Series 66
St. Louis, MO
Oppenheimer
Richard Stocke Jr. is a financial advisor at Oppenheimer with 29 years of industry experience. He has held his current position since 2003 and previously worked at CIBC World Markets Corp. for one year. He serves as trustee for several family trusts, including one established under his parents' estate and the Stocke Family Revocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.
Brandon B
CFP®, Series 63, Series 66
Saint Louis, MO
Schwab Wealth Advisory
Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.
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