Joseph Bordoni

Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.

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.

Michael Leara Sr. is a financial advisor at Gateway Advisors, LLC in St. Louis, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gateway Advisors since 2005, alongside roles at WFG Advisors, LP and Williams Financial Group since 2003. Outside of advisory work, he serves as Executive Director of the Missouri Gaming Commission and is involved in commercial land development consulting and law enforcement equipment sales through his ownership of Jupiter, LLC and Defense Logistics, LLC. Gateway Advisors provides discretionary portfolio management and consulting services primarily to institutional and pooled clients, using a combination of technical and fundamental analysis to guide active management across equities, bonds, and pooled investment products.