Kyle Marra is a CFP® professional at Moneta Group Investment Advisors, LLC with five years of industry experience. He has been with Moneta since 2017 and previously worked at Kansas State University. Based in St. Louis, MO, Marra’s background includes both advisory and academic 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 uses a partner-led team approach and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Larry Phan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Wells Fargo Clearing Services, Disys, Mueller Prost, Aerotek, Edward Jones, and the University of Missouri-St. Louis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including security-based swap dealer and futures commission merchant functions.

Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jacob Mercer is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Financial Engines Advisors L.L.C. and Fidelity Brokerage Services. Mercer has been with Mariner Wealth Advisors since 2023. Mariner serves a diverse client base that includes individuals, trusts, corporations, and retirement plans, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by both internal research and third-party managers, along with integrated tax and accounting capabilities uncommon among large advisory enterprises.

John Grover is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Washington University in St. Louis, and Stifel Nicolaus. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Scott Dolitsky is a CFP® professional with 37 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of Dolitsky and Berglund, LLC, which facilitates securities and insurance business. He has been with D&B Strategic Wealth and Commonwealth Financial Network since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing two years of industry experience. He previously worked at Citigroup for five years and has held positions in the food service industry. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages approximately $29.2 billion and utilizes centralized technology and unified managed account platforms to provide portfolio management and financial planning services through a large network of advisors.

Trent Grass is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO. He holds a Series 66 designation and has two years of industry experience. Prior to joining Moneta in 2026, he worked at Raymond James & Associates and Cetera in various capacities. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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.

Joel Fitts is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Edward Jones and KPMG LLP. 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 employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including trustee offerings and planning for professional athletes.

Michael Passow is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Commonwealth Financial Network and Triad Financial Group since 2007. Outside of finance, he is involved in the restaurant business through Mike Shannon's Steaks and Seafood. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and support services. The firm offers diverse portfolio construction options and manages discretionary model portfolios through a multi-step due diligence process.

Christopher Smith is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2017 to 2024. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation alongside various investment products to build client portfolios, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

Brigid Andrews is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. She has worked at Moneta since 2021 and has prior experience in educational and club environments, including the University of Tulsa and Villa Duchesne and Oak Hill School. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a partner-led team approach supported by centralized investment research and emphasizes asset allocation and manager due diligence across diversified strategies.

Michael Becker is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus & Co Inc and TDAmeritrade. Outside of his advisory role, he co-owns an Etsy business focused on local events apparel. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jarrett Simpson is a CFP® professional with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to a diverse client base including 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.

Michael Vredenburgh is a CFP® and ChFC® with 14 years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2018 and previously held roles at Plancorp, LLC. Vredenburgh serves as a member of the City of Olivette Pension Board of Trustees, where he reviews pension investments in a fiduciary capacity. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department and offers diversified multi-asset allocation strategies alongside niche services such as planning for professional athletes.

Stephen Weiss is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has 13 years of industry experience, including prior roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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, combining active and passive strategies alongside private funds and ETFs.

Carlton Harris is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Wells Fargo entities before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a large institutional scale and unique market roles.

Jacob Castelli is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Clearing Services. 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 process focused on asset allocation and manager due diligence.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, and US Trust. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.