Rachel Jane Portuondo

Christopher Abbott is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is the principal advisor at 1035 Capital Management LLC and has previously worked at Argent Capital Management. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a Small Cap Core strategy that integrates bottom-up fundamental analysis with macro, sector, and technical factors, alongside specialized strategies in preferred securities and commodity trend following.

Kevin Lang is a CFP® with 32 years of experience in the financial industry. He is a principal at Lang & Becker, Inc., where he has worked since 2006, and he previously spent over two decades at Triad Advisors, LLC. In addition to his advisory work, Lang operates a CPA firm offering tax planning, estate planning, and insurance services. Lang & Becker provides personalized investment advisory services to individuals, including high net worth clients, and businesses. The firm manages discretionary accounts through the Osaic Wealth Management platform and employs a client-centered investment process that utilizes risk tolerance assessments and diversified portfolio construction.

Annmarie Hoerr is a financial advisor at Wealth Management Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Sagepoint Financial in various capacities from 2011 to 2019. Outside of her advisory role, she is a notary public and participates in several community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions while operating primarily in a non-discretionary capacity, with an investment approach that includes both fundamental and technical analysis.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.