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 CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Mariner Wealth Advisors from 2016 to 2018. He is also the treasurer for the Greater St Louis Area Council of the Boy Scouts of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with additional offerings such as coordinated tax compliance and administrative family office capabilities.

Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones and Equitable Advisors. Outside of his advisory work, he is involved in the spirits industry as the owner of STL Spirits LLC and is also a musician. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation and active and passive management across various platforms and offers both discretionary and non-discretionary 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.

Anne Haudrich is a CFP® with 10 years of experience in the financial services industry. She has been with Moneta Group Investment Advisors, LLC since 2017 and previously worked at Moneta Group Investment Advisors, Inc from 2012 to 2017. Based in St. Louis, MO, she 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, and family office services. The firm uses a partner-led team structure and an open-architecture investment approach emphasizing asset allocation and manager due diligence.

Victoria Rosado Varner is an advisor at Moneta Group Investment Advisors, LLC, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Stifel Financial Corp and has experience in both financial services and hospitality sectors. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team structure with a centralized Investments Department and uses an open-architecture, multi-criteria investment process emphasizing asset allocation and manager due diligence.

Jason Ariston is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Benjamin F. Edwards & Co. in 2020, he worked at Raymond James & Associates and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, combining proprietary strategies with third-party models and managing both discretionary and non-discretionary solutions.

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 has worked at several firms, including The Colony Group, Buckingham Strategic Wealth, Stifel, Moneta Group, and MetLife/MassMutual. In addition to her advisory role, she is also a notary. She is affiliated with Focus Partners Wealth, LLC, which serves individuals, high-net-worth families, family offices, and institutional clients through a broad range of wealth management and advisory 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.

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. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support advisor and client needs.

Edward Schiela is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at The Colony Group, LLC from 2003 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Andrew Ferguson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He has one year of experience at Benjamin F. Edwards and over ten years at Millennium Financial Group. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and six years of industry experience. He previously worked at New York Life and NYLife Securities, LLC. Outside of his advisory role, Mahoney tutors clients in a range of academic subjects, including standardized test preparation and finance. Principal Securities offers brokerage and registered investment advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

Ryne Vickery is a CFP® professional with 14 years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC for 15 years and at Securian Financial Services, Inc. for 2 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs an “enhanced open architecture” investment approach, blending active and passive strategies with fundamental and quantitative analysis.

Scott Perhacs is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Eagle Strategies since 2014. He also owns Perhacs Financial Strategies, LLC. 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 advisers. The firm provides tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Anna Poppell is a financial advisor at Moneta Group Investment Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Moneta Group Investment Advisors in two separate periods totaling seven years, as well as at St. Louis Trust Company/Archbridge and Spire. 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 structure supported by a centralized investments department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.