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.

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.

Ethan Rush is the sole advisor at Sigma Advisors, LLC in St. Louis, MO, with 10 years of experience in financial advising and a Series 66 designation. He has prior experience at Rush Penn, LLC, and has maintained a legal practice as an attorney since 1988, primarily focusing on estate planning. In addition to his advisory role, he provides legal counsel separately under his own law practice. Sigma Advisors offers financial planning, investment management, and single-family office services to individuals, trusts, estates, foundations, and single-family offices, serving high- and ultra-high-net-worth clients. The firm emphasizes portfolio management using passive, low-turnover ETFs and no-load mutual funds, operates on a non-discretionary basis, and employs a flat annual fee structure.

Stephen Harris is a financial advisor at Vanda Advisers, an independent sole-proprietor firm based in Saint Louis, MO. He holds a Series 65 designation and has 10 years of industry experience. Prior to founding the firm, he had a long corporate career designing and marketing software for broker-dealers and investment managers. He also serves as an unpaid treasurer managing investments for a nonprofit organization. Vanda Advisers provides individualized investment advice and discretionary portfolio management to individuals, couples, and employers, including 401(k) plan guidance. The firm employs an investment process that considers historical returns, market conditions, fund manager experience, and economic and political factors, focusing on mutual funds, ETFs, and bonds with holdings typically held for several months or longer.

Garrett Gould is a CFP®-credentialed financial advisor with eight years of industry experience. He is the principal of Halyard Financial, LLC in St. Louis, MO, and previously worked at Equity Advisors of Kentucky. In addition to his advisory role, he owns and operates Halyard Tax, LLC, a tax preparation business. Halyard Financial is an independent investment adviser managing approximately $23.3 million across 46 client relationships. The firm serves individuals, high-net-worth clients, trusts, and business entities, focusing on passive portfolio construction using index funds and ETFs within a modern portfolio theory framework, supplemented by fundamental and technical analysis. The firm offers discretionary portfolio management alongside hourly and subscription-style comprehensive financial planning, integrating tax considerations into portfolio design.

I’m a CFA® and CFP® professional who helps young professionals and growing families navigate life’s big financial decisions with clarity and confidence. Many of my clients are in the middle of major transitions—equity compensation, an inheritance, buying a home, or welcoming a child—and want expert guidance without the jargon. I combine deep technical expertise with a straightforward, approachable style so you can make smart moves today and build lasting wealth for tomorrow. My approach is collaborative and grounded in your real-life goals. We’ll create a plan that’s clear, flexible, and tailored to your priorities—whether that’s funding your next big move, investing for long-term growth, or making work optional someday. The result? You spend less time stressing about money and more time enjoying the life you’re building.

Luke Corrigan is a financial advisor at Wynne Capital Management, Incorporated, with 19 years of industry experience. He previously worked at Guggenheim Securities, LLC for five years before joining Wynne Capital Management in 2023. He holds Series 63 and Series 65 licenses. Wynne Capital Management provides investment supervisory and management services to individuals and high-net-worth clients, with a focus on fund selection using third-party research. The firm offers discretionary and non-discretionary accounts, employs various trading strategies, and also serves as a sub-advisor to other investment advisors or fund advisors.

Ravi Kumar Devisetty is the sole advisor at Nidhi Capital, LLC, an independent registered investment adviser based in St. Louis, Missouri. He holds Series 65 and Series 66 credentials and has 14 years of industry experience, having founded Nidhi Capital in 2012. Outside of his advisory role, he serves as president of several real estate investment companies and a technology firm, dedicating a portion of his time to those activities. Nidhi Capital manages approximately $9.13 million across 47 client relationships, offering discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, small businesses, and institutional accounts. The firm employs fundamental analysis and a range of trading strategies, including options and margin transactions, and accepts both traditional asset-based and performance-fee arrangements.

Joshua Armstrong is a financial advisor with AIS Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Dan Jones & Associates Certified Public Accountants, the St. Louis Board of Education, and Albatross Investment Services LLC. Armstrong also works as a contractor consultant. Albatross Investment Services LLC (AIS) is an independent advisory firm serving individuals, business owners, endowments, and corporate clients. The firm provides portfolio management and financial planning services, with a focus on retirement planning and client education, employing a range of analytical approaches and active investment strategies.

Terrance Davis is the sole advisor at Terrance P Davis CPA/PFS in St. Louis, MO, holding the PFS™ designation and Series 65 license with six years of industry experience. He has been practicing under his firm name since 1990. In addition to financial advisory services, he provides part-time tax preparation during the tax season. Terrance P. Davis CPA/PFS offers fee-only comprehensive financial planning and investment advisory services primarily to individuals and small business owners, focusing on pre-retirees and retirees. The firm integrates income, estate, and gift tax consultation with a systematic planning process that emphasizes modern portfolio theory, asset allocation, and low-cost index or passively managed funds.

Victoria Ragland is the sole advisor at Equity Management, Inc., an independent firm based in St. Louis, MO. She holds Series 63 and Series 65 designations and has 40 years of industry experience. Prior to founding Equity Management, she worked at Naples Asset Management and Equity Investment Services, Inc. Equity Management primarily serves individual and high-net-worth clients through a discretionary mutual-fund timing service that employs a short-term, technical trend-following market-timing model. The firm uses chart analysis and timing signals to guide frequent trading between equity mutual funds and money-market funds, with client accounts held directly at fund sponsors.

Matthew Lambdin is a CFA charterholder with 11 years of industry experience and is the sole advisor at Method Finance, LLC, an independent firm based in St. Louis, MO. He has been with Method Finance since 2013. Outside of his advisory role, he is a co-owner of Central West End Yoga, a yoga studio in St. Louis. Method Finance provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term, diversified investment approach using low-cost index funds, supplemented by fundamental analysis and modern portfolio theory, and manages all assets in-house.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement Income & Tax Planning We have the ability to make the greatest impact for people who are within 5 years of retirement to 5 years post retirement. That 10 year window is crucial for establishing and executing a plan designed to minimize your tax bill and allow you to live your best life, whatever that means to you. The earlier we begin working with a client in that window, the better. Here are some examples of the questions we help clients answer: When can I retire? When should I claim Social Security benefits? How much can I spend each month? How can I minimize my tax bill? Should I take a lump sum pension payment or monthly income? Do I need a trust, or is a will sufficient? What other estate planning documents should I have? Should I change my investment mix as I age? How can I avoid the Medicare IRMAA surcharge?

John Dutemple is the sole advisor at Compton Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 22 years of industry experience. He has led Compton Advisors since 2003. Outside of his advisory role, Dutemple is active as a performing musician and operates a ticket brokerage business. Compton Advisors primarily serves individual and family clients, offering comprehensive financial planning and money management on a fee-only basis. The firm emphasizes diversified, low-cost indexed funds and incorporates a range of financial considerations into its planning, maintaining a small client roster with both discretionary and advisory-only relationships.

Daniel Hampel is a financial advisor at Parco Wealth Management LLC with six years of industry experience. He holds a Series 65 designation and has held roles at MariPau Wealth Management, CoreCap Advisors, and AE Wealth Management, among others. Outside of advisory work, Hampel is involved with PARCO, LLC as an insurance agent and operates a tax preparation business through HAMPEL LLC. Parco Wealth Management serves individual clients and families, focusing on U.S. government employees and pension holders. The firm offers discretionary asset management and retirement-focused advisory services using broadly diversified, low-fee ETFs and manages portfolios on a discretionary basis.

Matthew Dallas is a financial advisor at Portfolio Guide with nine years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Cetera and Buckingham Strategic Wealth. Outside of his advisory role, he serves as treasurer for a local homeowners association. Portfolio Guide provides portfolio management and investment analysis primarily to other registered investment advisers and investment companies in a sub-advisory capacity. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, using both long- and short-term trading strategies.