Jason Uetrecht is a CFP® professional with nine years of industry experience, currently serving at RubinBrown Advisors LLC. He has been with RubinBrown Advisors since 2016 and has worked at the affiliated accounting and tax firm RubinBrown LLP since 2012, where he is a tax partner leading client engagements and financial planning. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice while incorporating tax-aware practices and technology-driven financial planning tools.

Matthew Hartman is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with RubinBrown Brokerage Services, LLC and RubinBrown Advisors since 2007. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach primarily through model portfolios of mutual funds and ETFs.