Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...
Megan Merriss
Manager of Marketing and Business Intelligence
After graduating from Illinois State University with a Bachelor of Science in Integrated Marketing Communications, Megan moved to St. Louis with her husband Matt and began her career working at Strauss Peyton as their Marketing Manager.
She joined Compardo, Wienstroer & Janes in 2022 as Manager of Marketing and Business Intelligence. Megan is now pursuing a career in the world of finance using her love of creative project management and technology. As Manager of Marketing and Business Intelligence, she will use her problem solving and customer relationship management skills to enhance the client experience.
Megan and her husband live in West County with their dog Belle. In her free time, she enjoys running, disc golfing, DIY home projects and spending time with family and friends.
EDUCATION
- B.S., Integrated Marketing Communications, Illinois State University
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...
Is your business worth what you think it is? Understanding business value drivers
January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...