Wheelhouse Advisory Group, LLC

Carson Cheek is a Series 65-licensed financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He has worked in financial services since 2024, including roles at Acropolis Investment Management and Larson Financial Securities. Prior to his advisory career, he held positions outside the industry, including work at Fox Run Golf Course and Autospa Carwash. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized portfolios, often incorporating insurance contracts as part of retirement risk management.

Anthony Striker is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Duncan Financial Management, Edward Jones, and Scottrade Inc. He has been with Wheelhouse Advisory Group since 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm utilizes internally developed investment models and fundamental analysis to create customized discretionary portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Cameron Meehling is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wheelhouse Advisory Group, he worked at Charles Schwab & Co., Inc. and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized discretionary portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Jeffery Campos is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade Investment Management, LLC, and Scottrade Inc. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and offers written retirement planning materials as part of its Wealth Planning engagements.

Garrett Bohler is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at several firms including Stifel, Nicolaus & Company, TD Ameritrade, and Commerce Brokerage Services Inc. prior to joining Wheelhouse Advisory Group. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized discretionary portfolios and prepares written retirement planning materials as part of its Wealth Planning engagements.

Damon Cetro is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining Wheelhouse in 2023, he worked in education with the Special School District of St. Louis County and Creighton Unified School District. He is also the owner of Jeffco Handyman LLC, a home repair business. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to construct customized portfolios and delivers wealth planning engagements that include ongoing portfolio oversight and written retirement planning materials.

Jacob Brydels is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and often incorporates insurance contracts as part of retirement risk management.

Rishi Ghosh is a financial advisor at Wheelhouse Advisory Group, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Duncan Financial Management, Inc. for eight years. Outside of advising, he owned an LLC that managed insurance commissions, which was terminated in 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials, serving a diverse client base that includes high-net-worth individuals and institutional accounts.