Mosaic Wealth

John Linton is a financial advisor at Mosaic Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at Moneta Group Investment Advisors, LLC, and held roles at Samford University and Westminster Christian Academy. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment process is long-term oriented and uses fundamental analysis and customized portfolio construction that includes institutional mutual funds, ETFs, individual securities, and third-party managers.

Michelle Brown is a financial advisor with Mosaic Wealth and holds the CFP® designation along with Series 63 and 66 licenses. She has 23 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of her advisory work, she serves on the board of the Fellowship of Christian Athletes in the Greater St. Louis area and is a board member for All Saints School. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and conducts ongoing due diligence and portfolio reviews.

Steven Rotello is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Mosaic Wealth and has held roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. Mr. Rotello serves as a committee member at Regis Jesuit High School and is a board member of the Ambleside School of Colorado Centennial. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and maintains corporate affiliations that support diversified client solutions.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Funds and Capital Group prior to joining Mosaic Family Wealth Partners, LLC. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach is long-term and based on fundamental analysis, employing customized portfolio construction with institutional mutual funds, ETFs, individual securities, and other vehicles.

Raili Daniel is a CFP® with four years of industry experience, currently advising at Mosaic Wealth. Her prior roles include multiple positions within Mosaic Family Wealth entities and she has experience working at the University of Denver and local clubs. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach and offers customized portfolio construction with a range of investment vehicles.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Mosaic Wealth. His prior roles include positions at Mosaic Family Wealth Partners, Mosaic Family Wealth, and Allstate Insurance Company. He is a board member of Speiro, a public charity focused on asset management and compliance. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach is long-term and based on fundamental analysis, offering customized portfolio construction and comprehensive financial planning services.

Gail Wild is a financial advisor at Mosaic Wealth with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment process grounded in fundamental analysis and offers customized portfolio construction using a range of investment vehicles.

Kevin Lisch is a financial advisor at Mosaic Wealth with two years of industry experience. He holds a Series 65 designation and previously worked with the Sydney Kings and Illawarra Hawks. Outside of his advisory role, he serves on the Billiken Athletics Hall of Fame Committee and coaches 7th grade boys basketball for Freeburg Community Consolidated School District 70. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and conducts regular reviews to align strategies with client objectives.

Sarah Wolk is a CFP® professional at Mosaic Wealth with eight years of industry experience. She has worked at Mosaic Family Wealth Partners, LLC since 2022 and previously at Mosaic Family Wealth, LLC and JS Eureka Cambridge ADC, LLC. Outside of her advisory role, she is involved in insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment process with customized portfolio construction and offers services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Tyler Campo is a financial advisor at Mosaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mosaic Wealth in 2022, he worked at Purshe Kaplan Sterling Investments, Mosaic Family Wealth, LLC, and Edward Jones. Outside of advising, Mr. Campo serves as an adjunct instructor at several Missouri universities and is a board member for Greenville University and Seedbed. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Sean Nicol is a financial advisor with OSAIC Institutions, Inc. based in Scottsdale, AZ, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at FineMark National Bank and Trust, Infinex, Royal Alliance, and Penn Mutual Life Insurance Company. Nicol also serves as a private wealth advisor managing portfolios for clients at FineMark National Bank and Trust. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, third-party due diligence for alternative investments, and a distinctive focus on predominantly non-discretionary assets.

James Steiner is a financial advisor at Mosaic Wealth with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of his advisory work, he serves on the advisory board of a medical marijuana business and is the treasurer of a nonprofit organization in Naples, Florida. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment process with customized portfolio construction and comprehensive financial planning services.

Duncan Highmark is a CFP® with 30 years of industry experience, currently serving at Mosaic Wealth. He has been with Purshe Kaplan Sterling Investments since 2015 and was President and Principal of Mosaic Family Wealth, LLC until 2021. Outside of his financial advisory work, he serves on the Board of Directors for the St. Louis Sports Commission and works as a color analyst for St. Louis University men's basketball games on Fox Sports Midwest. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis approach with customized portfolios and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.