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 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.

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.

Jay Moldenhauer is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Concentrix and M. B. Thomas RV Sales Inc. 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 and maintains large institutional capabilities, including in-house research and specialized market roles.

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.

Hannah Wilson is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Prior to joining Commonwealth and Compass Financial, she held various roles at John Deere from 2017 to 2025, including positions in information systems and product development. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

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.