Stephanie Ritter is a Series 66–licensed financial advisor with 17 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2026 and previously spent over a decade with Edward Jones. Outside of her advisory work, she has been an Avon sales representative since 2006, primarily purchasing products for personal use. 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 employs a partner-led team approach with a centralized Investments Department and uses an open-architecture selection process focused on asset allocation and manager due diligence.

Trevor Stone is a CFP® with nine years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by a centralized investments department and uses a multi-criteria selection process focused on asset allocation and manager due diligence.

Daniel Miller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with both internal and third-party portfolio oversight.

David Lazarus is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory and financial planning services, managing portfolios across equity, balanced, and fixed-income strategies using discretionary and non-discretionary approaches.

Adam Roeder is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, his background includes roles at Auto Spa, Northern Michigan University, and the Janesville Jets NAHL. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Michael Mccarthy Sr. is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2003, following a one-year tenure at CIBC World Markets Corp. prior to that. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and periodic portfolio reviews.

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.

Jeffrey Bradley is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Bradley has been with Eagle Strategies since 2018 and has concurrent experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2016. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

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.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm provides financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Deborah Beasley is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following prior roles at TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Based in St. Louis, MO, she provides investment advice and wealth management consultations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management. The firm uses asset-allocation models and internal research tools to guide investment selection, with client authorization required for trade execution.

Kyle Lane is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Clearing, LLC and Wells Fargo. Lane is based in St. Louis, MO. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm offers model portfolio and customized portfolio management options and serves as adviser to the TIAA Donor Advised Fund.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include a decade at L.M. Kohn & Company and long-term affiliation with Millennium Financial Group. He serves as trustee for two lifetime trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a wide range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with internal trading capabilities.

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.