Kevin Hennessy is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015, including a recent transition within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing portfolio management, financial planning, and family office services. The firm utilizes a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Joseph Swanson is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC, based in St. Louis, MO, with three years of industry experience. His prior work includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, as well as a five-year tenure at Webster University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis, third-party managers, and alternative strategies across managed and held-away assets.

Courtney Rorie is a financial advisor at &Partners with series 63 and 66 licenses and 16 years of industry experience. Prior to joining &Partners in 2024, Rorie worked at UBS Financial Services from 2014 to 2024. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes both proprietary and third-party investment models, combining fundamental, technical, and quantitative analysis across a range of products.

Jill Lohr is a financial advisor with NewEdge Advisors and holds a Series 66 designation. She has 24 years of industry experience, including roles at Raymond James & Associates and JPMorgan Chase. She is also the owner of Lohr Wealth Management, a business entity focused on investment-related activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Nicki Stackelbeck is a Series 65-licensed financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has prior experience at Krilogy and United Leasing and Finance, as well as self-employment and earlier work at Sonic Drive-In. 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 solutions. The firm employs a partner-led team approach supported by extensive due diligence and uses both proprietary strategies and outside advisers to manage client assets.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following nine years at Smith Moore & Co. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Richard Gast is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Moneta Group since 2005. 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 uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

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) in Creve Coeur, MO, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Eagle Strategies since 2010 and has been involved with related entities such as The Timmermann Group and Timmermann Family Enterprises LLC for over a decade. Outside of advising, he also provides notary public services to clients and is an investor in businesses including Sacral Solutions LLC, which manufactures ergonomic seat cushions. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types, with a significant focus on non-discretionary assets and relationships with both individual investors and institutional plan sponsors.

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.

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.