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.

Harvey Puerta is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, as well as running Euphorbia Lawn and Landscaping LLC for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with specialized market roles.

John Woodrome is a CFP® with 15 years of industry experience, currently with Mercer Global Advisors Inc. since 2026. His prior roles include positions at Vantage Point Financial, Maxele Advisors, TD Ameritrade, and MetLife Securities. Woodrome serves as a board member of Christian Brothers College High School Alumni, where he is involved in fundraising activities. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm follows a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios implemented through low-cost funds and specialized investment programs.

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.

Brandon Means Sr. is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the St. Ann Police Department for nine years. Means has been with Means Financial Group since 2023. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

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.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary accounts.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 31 years of industry experience. He has worked at The Colony Group LLC since 1987. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that combines strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

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.

Matthew Fitzgerald is a CFP® with 26 years of industry experience, currently serving at Principal Financial Services. He has been with Principal since 2016 and also worked at Triskele Financial LLC. He owns Fitzgerald Financial Advisors, LLC, an entity used for record keeping and expense processing only. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC for nine years and Bam Management, LLC for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and various investment strategies across multiple asset classes.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Parkside Financial Bank & Trust, Bank of America Private Bank, and Gannett Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure, a multi-criteria selection process, and offers specialized services for clients with complex needs.

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.