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Eric K
CFP®, Series 66
St. Louis, MO
Moneta Group Investment Advisors, LLC
Eric Kittner is a CFP® and Series 66-registered financial advisor with 21 years of experience, all with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta since 2005. 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 employs a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Adam F
CFP®, Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Adam Ford is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at Amem, Gantner & Capriano from 2015 to 2019 before joining Moneta Group in 2019. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.
Jacob F
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2014 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages various proprietary funds and specialized strategies.
Alexander F
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Alexander Ferguson is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc. and previously worked at L.M. Kohn & Company. Outside of his advisory role, he assists with tax and bill-paying services at Robert E. Ferguson & Associates. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, employing both strategic and tactical investment approaches across diversified portfolios.
Samantha A
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years and MB Health for two years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside private funds and ETFs.
Ashley B
Series 66
Clayton, MO
&PARTNERS
Ashley Black is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns and operates a photography business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and other advisory services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers municipal advisory services alongside traditional investment management.
Kevin G
CFP®, CFA®, Series 65
Clayton, MO
Focus Partners Wealth, LLC
Kevin Grogan is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.
Peter D
Series 63, Series 65
St. Louis, MO
Steward Partners Investment Advisory, LLC
Peter Dolan is a financial advisor at Steward Partners Investment Advisory, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Dolan is also an author and has involvement as an insurance agent and passive investor in farming. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm offers investment advisory, financial planning, and managed account programs for individuals, pension plans, corporations, and charitable organizations, utilizing both discretionary and non-discretionary portfolio management solutions.
Jose C
Series 63, Series 65
St. Louis, MO
Focus Advisor Solutions, LLC
Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.
Clyde P
Series 63, Series 65
Clayton, MO
&PARTNERS
Clyde Pilkington is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Jeremy B
Series 63, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years before joining Focus Partners Wealth in 2024. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies, private funds, and separate account managers.
Sean S
Series 66
Creve Coeur, MO
OSAIC Institutions, inc.
Sean Sweeney is a financial advisor at OSAIC Institutions, Inc., holding the Series 66 designation. He has recently entered the industry with experience beginning in 2024 across various roles, including positions at First Bank and American Income Life Insurance. Outside of his advisory work, he has been involved with the Columbia Youth Lacrosse program and has worked at several organizations including Big Whiskeys American Restaurant and Bar and Drury University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary client relationships.
Robert B
CFP®, CFA®, Series 63
St. Louis, MO
Focus Partners Wealth, LLC
Robert Bertman is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of his advisory roles, he owns Family Budget Expert, a business providing budgeting services to legacy families and managing related intellectual property. Focus Partners Wealth, LLC offers 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.
Warren T
Series 66
Clayton, MO
&PARTNERS
Warren Terry is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at \u0026PARTNERS since 2023 and previously spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.
Angela M
Series 65, Series 63
St. Louis, MO
Focus Advisor Solutions, LLC
Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC in St. Louis, MO, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and Foreside Financial Services. Muckler also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified mutual fund and ETF model portfolios as well as discretionary fixed-income management. The firm serves a sizable client base with an enterprise-scale platform and delivers a combination of platform services and direct fund management.
Jeremiah S
Series 63, Series 65
Creve Coeur, MO
Eagle Strategies (NY Life)
Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Judson G
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles outside of finance including positions at Play it Again Sports and Worldwide Freight Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other vehicles.
Lukas N
Series 66
Saint Louis, MO
Guardian Life
Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Bailey G
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Bailey Gilliam is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to third-party managers and integrates a broad platform of affiliated service companies and product relationships.
Matthew M
CFP®, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
Matthew Mueller is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. His prior experience includes roles at KPMG, PricewaterhouseCoopers, and Cushman and Wakefield. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm employs a partner-led team approach with a centralized Investments Department and uses an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.
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