Emily R Berkenbile

George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Monica Gamblin is the principal of Integra Wealth Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at The Gamblin Group, LLC since 2012, where she is involved in tax representation, financial advising, and tax preparation. Her prior firms include First Heartland Consultants, Inc., New England Securities, and Edward Jones. Integra Wealth Advisors serves individual clients by providing comprehensive financial planning and tax-related services, with a focus on tax expertise as the principal is an IRS-designated Enrolled Agent. The firm acts as a solicitor to third-party money managers, offers educational seminars, and provides consulting on a fixed-fee or hourly basis rather than managing assets directly.

Michael Piper is the principal of Michael Piper, LLC, an investment management firm based in Saint Louis, MO. He holds the PFS™ designation and has two years of industry experience. In addition to his advisory role, Piper owns and authors for Simple Subjects, LLC, a publishing company, and serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC provides financial planning and investment advice to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing with a focus on tax efficiency and sequencing risk, and integrates tax and accounting considerations into its planning approach.

Ethan Oetter is a financial advisor at Long River Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Twin Springs Investments, LLC, where he continues to provide contract administrative support. Long River Investment Management LLC is an independent, single-advisor firm managing approximately $71.8 million across various client types, including individuals, trusts, and institutions. The firm employs a dual-strategy approach combining concentrated value stock selection with ETF-based global diversification, emphasizing long-term, tax-efficient portfolio management tailored to client objectives.

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Kyle Parke is the sole advisor at Parke Investment Management, Inc. in St. Louis, MO, holding a Series 65 credential with 28 years of industry experience. He has led his independent firm since 1993 and has also been associated with Holiday Inn Corp. since 1992. Parke Investment Management serves primarily individual clients through discretionary portfolio management and occasionally provides financial planning at no additional charge. The firm manages a modest asset base for a limited client roster, employing a broad range of investment vehicles and utilizing borrowing and derivatives strategies within separately managed accounts.