Jerry West is a CFA® charterholder based in St. Louis, MO, with 26 years of experience in the financial industry. He has worked at Moneta Group Investment Advisors, LLC since 2018, following prior roles at Purshe Kaplan Sterling Investments and Archford Capital Strategies. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations tailored to each client’s needs.

Jerome Timmermann is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Eagle Strategies since 2010 and has operated The Timmermann Group since 2003. Outside of his advisory role, he provides notarization services to clients and is an investor in Sacral Solutions LLC, a company focused on manufacturing ergonomic seat cushions. Eagle Strategies serves a diverse clientele, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mohammad Abouchleih is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Wells Fargo Advisors and 1-800 Radiator & A/C, as well as at the University of Central Missouri. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research.

Jacob Neiner is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He has previously worked at Moneta Group Investment Advisors, LLC for several years beginning in 2018. 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 approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Kevin Nelson is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. He previously worked at Edward Jones and has been with Moneta since 2018. Nelson holds the Series 65 designation. 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 support. The firm uses a partner-led team structure with centralized investment oversight and employs an open-architecture, multi-criteria selection process for portfolio decisions.

Michael Torney is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2017, following three years at Buckingham Asset Management, LLC. Torney is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and concierge offerings, using a Partner-led Team structure and a multi-criteria manager selection process.

Travis Freeman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. His prior experience includes roles at Private Client Services, RFG Advisory, and LPL Financial. 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 operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with niche services such as planning for professional and developing athletes.

Ryan Miener is a CFP® professional with seven years of industry experience. He has been with Moneta Group Investment Advisors since 2017, including its predecessor firm, and previously worked at PricewaterhouseCoopers for one year. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment research and emphasizes asset allocation and manager due diligence.

Jeffrey Rainwater is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Mariner Wealth Advisors since 2016 and serves as Treasurer for the Greater St Louis Area Council, Boy Scouts of America. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for seven years before joining Independent Financial Group in 2022. Outside of advising, Steinkamp is involved in entrepreneurial activities including owning STL Spirits LLC, which arranges the purchase and retail sale of bourbon barrels, and he is also a musician. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing accounts on discretionary and non-discretionary bases with a national network of several hundred investment adviser representatives.

Susan Brown is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2020 and previously spent 14 years at The St. Louis Trust Company. Brown is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes partner-led teams supported by a centralized investment department and offers diversified, multi-asset strategies along with specialized services for unique client needs.

Ronald Martin Jr. is a CFP® and ChFC® with 34 years of industry experience, currently serving at Independent Financial Group, LLC. He previously worked at OSAIC for 21 years and Premier Financial Partners, LLC for 18 years. Outside of advisory work, he is the owner of Playaseis1, LLC, a non-investment business. Independent Financial Group, LLC is a large integrated advisory and brokerage firm offering investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, and plan sponsors. The firm delivers investment advice through various platforms and employs both in-house and third-party model portfolios, operating as both a registered investment adviser and an active broker-dealer.

Anne Haudrich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2012, initially at Moneta Group Investment Advisors, Inc., before continuing with the firm after its transition. 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 operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified multi-asset allocations and ongoing monitoring.

Jason Ariston is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Benjamin F. Edwards since 2020, following positions at Raymond James & Associates and Wells Fargo Advisors and Clearing. Benjamin F. Edwards provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining active and passive management approaches, with ongoing due diligence and portfolio monitoring conducted by BFE and third-party managers.

David Moore is a financial advisor at Merrill Lynch Wealth Management, holding the title of FSA - Merrill. He focuses on assisting clients in identifying what matters most to them and their families, aiming to develop personalized strategies to pursue their financial objectives. David holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Missouri.

Heidi Rogan is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Stifel, Moneta Group, and MetLife/MassMutual. Outside of her advisory role, she is also a notary based in Clayton, MO. 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Karen Johnson is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase Bank NA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a nationwide network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining centralized manager due diligence with technology-driven solutions.

Edward Schiela is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with The Colony Group, LLC since 2003. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional clients, offering a variety of wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside multiple asset strategies.

Andrew Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Millennium Financial Group for 11 years. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, including mutual funds, ETFs, separately managed accounts, and a Unified Managed Account, supported by ongoing due diligence and monitoring.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions with New York Life and Wells Fargo Advisors. Outside of his advisory work, Mahoney provides tutoring in various academic subjects and test preparation for clients of different ages. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.