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 financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth. He also spent five years at Webster University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm uses a long-term, tax- and fee-sensitive portfolio approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Courtney Rorie is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining &Partners in 2024, Courtney worked at UBS Financial Services, Inc. from 2014 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Jill Lohr 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. Outside of her advisory role, she is involved with Lohr Wealth Management, an investment-related business entity she owns. 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 broad range of portfolio management, financial planning, and consulting services through independent investment adviser representatives and emphasizes centralized due diligence, ongoing monitoring, and the use of technology tools.

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, with previous roles at Smith Moore & Co, Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. 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 variety of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

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.

Keith Robben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and consulting services, employing both discretionary and non-discretionary strategies managed internally and by third-party managers.

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 worked at Wells Fargo Advisors and 1-800 Radiator & A/C before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Jacob Neiner is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Moneta Group Investment Advisors, LLC for multiple periods totaling seven years, and has held roles at University of Missouri - St. Louis, Uber, and other organizations. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kevin Nelson is a financial advisor at Moneta Group Investment Advisors, LLC with five years of industry experience. He previously worked at Edward Jones and has experience at St. Louis University. 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, an open-architecture investment process, and conducts ongoing due diligence, managing proprietary multi-strategy vehicles such as the Retirement Advocate Funds.

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. He is currently with Independent Financial Group, LLC and has prior experience at OSAIC, Premier Financial Partners, LLC, and WS Griffith Securities, Inc. In addition to his advisory role, he is the owner of an LLC unrelated to investments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a range of portfolio management strategies that integrate both active and passive investment exposures tailored to client risk profiles.