Curtis Sawyer is the sole advisor at Sawyer Capital Management in Wildwood, MO, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Sawyer Capital Management since 2007. Since 2010, he has also been associated with Webster University. Sawyer Capital Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and sponsors of pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and a passive, asset-class strategy using no-load mutual funds and ETFs, supported by written investment policy statements, Monte Carlo analysis, and periodic rebalancing. It offers a combination of individual wealth management and formal retirement-plan consulting services, including plan-level analysis and participant education.

Gregory Livingston is the sole advisor at Livingston & Associates, Ltd., an independent wealth management firm based in Wildwood, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Livingston has managed his firm since 2001. Livingston & Associates serves primarily individual clients, including some high-net-worth households, and a limited number of corporate retirement-plan clients. The firm emphasizes a passive-management approach with portfolio management, financial planning, insurance offerings, and occasional business consulting, and distinguishes itself by providing insurance brokerage services and strategic relationships for legal, accounting, and banking needs.

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also 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 proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Stephanie Calderas is a financial advisor at PathFinder Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including MRM Asset Allocation Group, Royal Alliance Associates, and First Independent Advisory Services. Outside of advising, Stephanie is an Enrolled Agent who prepares tax returns, a licensed life, health, and disability insurance agent, and a licensed real estate agent in Missouri. PathFinder Financial Services provides discretionary and non-discretionary investment management to individuals and pension/profit-sharing plans, focusing on portfolio construction aligned with client goals and risk tolerance. The firm employs a fundamental, long-term investment approach and utilizes independent third-party managers for portions of client portfolios.

Daniel Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Marketocracy Masters Capital Management since 2021. Wieman also has a background in the reinsurance industry, having worked at RGA Reinsurance Company since 2011. Marketocracy Masters Capital Management is an internet-based registered investment adviser that provides algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios, requiring custodial accounts at Interactive Brokers.

John Schweizer is a financial advisor at LCI Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process alongside specialized strategies such as concentrated momentum-oriented and combined value-technical portfolios.

Bethany Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with two years of industry experience. She holds a Series 65 designation and has worked exclusively at Marketocracy Masters Capital Management since 2023. Outside of advising, she is a freelance writer. Marketocracy Masters Capital Management is an internet-based registered investment adviser that offers algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios developed by its Masters and Investment Committee.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Wyatt Swartz is a financial advisor at W. Swartz & Co., LLC with 13 years of industry experience. He holds a Series 66 designation and has been with the firm since 2015. W. Swartz & Co., LLC provides portfolio management and investment counseling to individuals, high-net-worth clients, and business entities, offering both discretionary and non-discretionary management alongside consultative financial planning. The firm emphasizes fundamental analysis and long-term investments, tailoring portfolios based on clients’ objectives, time horizon, and risk parameters.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.

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.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, Citigroup, and J.P. Morgan Securities. Outside of his advisory role, he is involved with EGIS Financial, where he manages a sales team and sells FDIC-insured cash account products, and he also works as an insurance agent. W. Swartz & Co., LLC provides portfolio management and investment counseling to individuals, high-net-worth clients, and business entities, offering both discretionary and non-discretionary management alongside consultative financial planning. The firm emphasizes fundamental analysis and long-term purchases, tailoring portfolios based on client objectives, time horizon, and risk tolerance.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Norman Meyer is a financial advisor with Vestech Asset Management Inc. and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Ni Advisors and multiple firms under the Vestech umbrella. Meyer is also the owner and independent agent of MFG LLC, providing traditional insurance sales and service. Vestech Asset Management offers investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and provides both discretionary management and project-based planning.

Joseph Bartmess is a financial advisor with LVZ, Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LVZ, Inc. in 2022, he spent 11 years at SagePoint Financial. Outside of his advisory role, Bartmess serves on several nonprofit boards, including the Wildwood Family YMCA and Canterbury Enterprises, and participates in community organizations such as the Rotary Club of West St Louis County and the American Financial Education Alliance. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and qualified retirement plans. The firm’s investment process combines fundamental and technical analysis with a qualitative review of broader trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and similar vehicles.

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.

Blake Swenson is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Financial and LPL Financial. Prior to his advisory career, he was employed at the University of Mississippi and Westminster Christian Academy. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm provides tailored investment advice through advisor-led discretionary management and a variety of LPL-sponsored programs, supported by a large team of 91 advisors and technology-driven service delivery.

Jordan Faerber is a CFP® professional with eight years of experience in financial advising. He is currently with Cornerstone Wealth Management, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. Outside of advising, Faerber owns a tax preparation and accounting business, Faerber Tax Services. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, combining fundamental, quantitative, and qualitative analysis, supported by a technology-driven, multi-brand platform.

Joseph Corbett is a financial advisor at Sowell Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Octagon Financial Services for 24 years, followed by shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, retirement plan advisory, and support services, utilizing model portfolios and third-party platforms to implement investment strategies.