I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Monica Gamblin is the principal of Integra Wealth Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at The Gamblin Group, LLC since 2012, where she is involved in tax representation, financial advising, and tax preparation. Her prior firms include First Heartland Consultants, Inc., New England Securities, and Edward Jones. Integra Wealth Advisors serves individual clients by providing comprehensive financial planning and tax-related services, with a focus on tax expertise as the principal is an IRS-designated Enrolled Agent. The firm acts as a solicitor to third-party money managers, offers educational seminars, and provides consulting on a fixed-fee or hourly basis rather than managing assets directly.

Michael Piper is a financial advisor and principal of Michael Piper, LLC in Saint Louis, MO. He holds the PFS™ designation and Series 63 and 65 licenses, with three years of industry experience. In addition to his advisory role, Piper is the owner and author of Simple Subjects, LLC, a publishing company he has operated since 2008. He also serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC is a solo-registered investment adviser providing comprehensive financial planning to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing and strategic asset allocation with a focus on tax efficiency, while clients retain discretion over portfolio implementation.

Ethan Oetter is a financial advisor at Long River Investment Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Twin Springs Investments, LLC and RunTide Capital Management, LLC. In addition to his advisory role, he provides administrative support on a contract basis for Twin Springs Family Office & Charitable Foundation. Long River Investment Management offers discretionary investment management through separately managed accounts for individuals, high-net-worth clients, trusts, foundations, corporations, and select institutional clients. The firm employs a fundamentally oriented investment process with concentrated equity and globally diversified ETF strategies tailored to client risk tolerance and goals.

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.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Donald Despain Sr. is a CFP® professional with 40 years of experience in financial advising. He is the principal of Despain Investment Solutions, Ltd., where he has worked since 1995, and has also held roles at Saxony Securities Inc. since 2020 and Despain Financial Corporation since 1982. Despain Investment Solutions, Ltd. provides financial planning and portfolio management services primarily to individuals, retirement plans, trusts, and business entities, with a focus on comprehensive retirement planning. The firm manages client portfolios on a non-discretionary basis using fundamental and technical analysis and offers written and hourly financial plans tailored to client goals and risk tolerance.

Michael Leara Sr. is a financial advisor with Gateway Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 credentials and 21 years of industry experience. He has worked with Gateway Advisors since 2005 and previously worked at Williams Financial Group, WFG Advisors, LP, and FSC Securities Corporation. Outside of advisory services, 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 roles at Jupiter, LLC and Defense Logistics, LLC. Gateway Advisors provides discretionary, actively managed portfolio and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a combined technical and fundamental analysis approach and manages portfolios with regular monitoring and reviews, focusing on a range of investment vehicles while avoiding inverse or leveraged ETFs.

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 Series 65-licensed financial advisor with 11 years of industry experience. He is the sole proprietor of Vanda Advisers in Saint Louis, MO, and has a background in designing and marketing software for broker-dealers and investment managers. Harris also serves as an unpaid treasurer managing investments for a nonprofit organization. Vanda Advisers is an independent advisory firm that serves individuals, couples, and employers, focusing on employer-sponsored retirement plans, IRA rollovers, and discretionary portfolio management. The firm manages a limited number of client accounts with individualized advice and uses an investment approach based on historical returns, market conditions, and fundamental analysis, primarily investing in mutual funds, ETFs, and bonds.

Garrett Gould is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients through Halyard Financial, LLC in St. Louis, MO. Prior to establishing Halyard Financial, he worked at Equity Advisors of Kentucky. He also owns and operates Halyard Tax, LLC, a tax preparation business unrelated to his investment advisory services. Halyard Financial provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and corporate clients. The firm utilizes Modern Portfolio Theory primarily through passive index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored planning in areas including retirement, estate, and business planning.

Luke Corrigan is a financial advisor at Wynne Capital Management, Incorporated with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Guggenheim Securities, LLC and previously at Wynne Capital Management. Wynne Capital Management provides investment supervisory and management services to individuals and high-net-worth clients, as well as sub-advisory services to other advisors. The firm emphasizes fund selection based on third-party research and uses a range of strategies tailored to client objectives, offering discretionary and non-discretionary authority with daily trade monitoring and quarterly reviews.

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 at AIS Financial in Saint Louis, MO, with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in roles including contractor consulting and accounting with Dan Jones & Associates Certified Public Accountants. Armstrong has also served with the St. Louis Board of Education. Albatross Investment Services LLC (AIS) provides discretionary portfolio management and comprehensive financial planning for individual investors, business owners, and institutional clients. The firm uses a multi-method investment approach and offers services such as retirement planning, tax and insurance considerations, and alternative investment strategies.

Victoria Ragland is the president of Equity Management, Inc. and holds Series 65 and Series 63 licenses. She has 41 years of experience in the financial industry, including roles at Naples Asset Management and Equity Investment Services, Inc. She operates as a sole advisor based in St. Louis, MO. Equity Management, Inc. primarily serves individual clients, including high-net-worth individuals, providing portfolio management and a mutual-fund timing service on a discretionary basis. The firm employs a short-term, technical trend-following market-timing model focused on equity mutual funds and money-market funds, using chart analysis and timing signals to guide trades.

Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.

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.

John Dutemple is the sole advisor at Compton Advisors, LLC, an independent firm based in St. Louis, Missouri. He holds a Series 65 designation and has 23 years of industry experience, all of which have been with Compton Advisors since its founding in 2003. Outside of his financial advisory work, Dutemple is also a performing musician and operates a ticket brokerage business. Compton Advisors provides fee-only comprehensive financial planning primarily for individuals and families, with money-management services and project-specific financial analyses. The firm emphasizes diversified, low-cost indexed funds and other conservative investment options, employs mostly low-turnover strategies, and serves a small, highly individualized client base.