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.

Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.

Richard Murray is a financial advisor with Midwest Advisors LLC in Saint Louis, MO, holding a Series 65 credential and 10 years of industry experience. He has worked at Midwest Advisors LLC since 2012, including a period from 2017 to 2019 at Sorin Capital Management. Midwest Advisors LLC is a small, independent firm managing approximately $39.1 million on a discretionary basis for a select client base. The firm specializes in investment management focused on U.S. real estate industry securities, employing both long-short and long-only strategies with options used for hedging, and follows a fundamental, value-biased investment approach supported by frequent industry engagement and detailed research.

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 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.

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.

Richard Baldwin is the sole advisor at Baldwin Wealth Management, LLC in St. Louis, MO. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. Baldwin has led his independent firm since 2010, focusing on investment management and financial consulting. Baldwin Wealth Management serves individuals, trusts, estates, endowments, foundations, businesses, and participant-directed retirement plans, providing fiduciary investment advice and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified asset-class allocations with rules-based tilts and a buy-hold-rebalance strategy.

Christopher Harrell is a financial advisor with CKHFinancial LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at NEXT Financial Group and LPL Financial, as well as work as an independent insurance agent since 2017. He has also served as an adjunct professor teaching finance courses at Harris-Stowe State University. CKHFinancial LLC is an independent, fee-based registered investment adviser serving individuals, businesses, and charitable organizations. The firm offers personalized financial planning, hourly consultation, and ongoing investment management with a focus on broadly diversified portfolios and regular client reviews.

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 Mariani is a financial advisor with Consolidated Wealth Management in Clayton, MO, holding a Series 65 designation and 14 years of industry experience. He has worked at Asset Planners, Inc. since 2016 and Buckingham Asset Management, LLC since 2011. Outside of his advisory work, Mariani and his wife operate a property management LLC that manages a small number of multi-family investment properties for a family member. Consolidated Wealth Management provides individualized financial planning and portfolio management for high-net-worth and other individual clients. The firm’s approach emphasizes fundamental analysis and long-term buy-and-hold strategies, utilizing diversified allocations with low-cost exchange-traded funds and software-driven scenario analysis.

Michael Leara Sr. is a financial advisor with Gateway Advisors, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has been with Gateway Advisors since 2005 and also has affiliations with WFG Advisors, LP and Williams Financial Group dating back to 2003. Outside of advisory roles, Leara 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 for institutional and pooled clients, including pension plans, endowments, and mutual funds. The firm uses a combination of technical and fundamental analysis in its active management approach 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® and Series 65-designated financial advisor with eight years of industry experience. He is the principal of Halyard Financial, LLC, an independent advisory firm based in St. Louis, MO. Prior to founding Halyard Financial, he was associated with Equity Advisors of Kentucky. In addition to his advisory work, he owns and operates Halyard Tax, LLC, a tax preparation business. Halyard Financial serves individuals, high-net-worth clients, trusts, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm’s investment approach is based on modern portfolio theory and primarily utilizes passive investment vehicles, complemented by fundamental and cyclical analysis when appropriate.

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.

Andres Bonifacio Jr. is a financial advisor at Bonifacio & Company, LLC in Saint Louis, MO, holding a Series 65 designation with 22 years of industry experience. He has been with Bonifacio & Company since its founding in 2009. Bonifacio & Company provides discretionary and non-discretionary portfolio management, model portfolios, and allocation research primarily to other investment advisors, broker-dealers, fiduciaries, and institutional accounts. The firm uses in-house quantitative models to guide investment decisions, implementing strategies largely through ETFs across both passive and active asset-allocation approaches, and also offers licensing and white-label solutions to third parties.

Luke Corrigan is a financial advisor with Wynne Capital Management, Incorporated in St. Louis, Missouri. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including five years at Guggenheim Securities. Wynne Capital Management, Inc. provides investment supervisory and management services to individuals and high-net-worth clients and serves as a sub-advisor to other investment advisors or fund advisors. The firm’s investment process emphasizes fund selection based on third-party research and rating services and employs a range of strategies tailored to client objectives.