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.

Mark Gubernik is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Commonwealth Financial Network since 2014. He is based in St. Louis, MO. Outside of his advisory role, he is co-owner of M Generation, LLC, a company involved in performing and recording music. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers various program structures and discretionary model portfolios, supporting advisors in delivering customized investment solutions to their clients.

Wesley Sebacher is a CFP® with nine years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has held prior roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Inc., Scottrade, Inc., and Legacy Wealth Advisors. Wesley is based in St. Louis, MO. 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 with a centralized investments department and a multi-criteria selection process focused on asset allocation and manager due diligence.

Nathan See is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and with 14 years of industry experience. He has worked at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, in addition to his ongoing role at Plaza Advisory Group, Inc., where he supports research and reporting. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, pension consulting, and managed account programs through both in-house and third-party solutions.

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at related firms including Ameritas Life Insurance Corp and Dealer Benefit Service Inc. Outside of his advisory work, he is licensed as an independent insurance agent and serves as president of Dealer Benefit Service Inc, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular emphasis on retirement plan consulting and fiduciary advice.

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients.

Nicolas Perez is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Jeffrey Wist is a CFP® with 14 years of experience in the financial advisory industry, currently with Moneta Group Investment Advisors, LLC since 2016. He is based in St. Louis, MO, and is also a member of Ol' Blue Farms, LLC, a duck hunting club. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and concierge services. The firm uses a partner-led team approach with a centralized investments department and emphasizes asset allocation, manager due diligence, and multi-strategy portfolio management.

Caroline Fugel is a CFP® professional with five years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. Her career includes multiple roles within Moneta since 2017, as well as prior experience at TD Ameritrade, Enterprise Holdings, and Creighton University. 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 utilizes a partner-led team approach with a centralized investments department and emphasizes asset allocation and manager due diligence across a range of proprietary and third-party strategies.

Laura Slawski is a CFP® and Series 65 credentialed advisor with 10 years of experience in the financial industry. She currently works at Hightower Advisors and previously held positions at Matter Family Office and Moneta Group LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing multi-manager solutions and proprietary research.

Renee Nenninger is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Renee is based in St. Louis, MO. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Elliot Rybak is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in St. Louis, MO. He has one year of industry experience, including previous roles at The Chamberlin Group and C2P Capital Advisory Group. Prior to his advisory career, he worked at Bank of America for eleven years. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both in-house and third-party managers.

Thomas Leire is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at The Colony Group, LLC, Conning, and KLR. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Samuel Brooks is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Buckingham Strategic Wealth, LLC, United Income, Inc., BNY Mellon, and VLP Financial Advisors. Before entering the financial industry, he worked at Mason Recreation and George Mason University. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diverse portfolio strategies and integrates reporting across managed and held-away assets.