Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Brendon Sutherland is a financial advisor at Percipient Advisors LLC with a Series 65 credential and six years of industry experience. Prior to joining Percipient Advisors in 2026, he was self-employed from 2020 to 2026 and worked at Saint Louis University from 2016 to 2020. Percipient Advisors LLC is a registered investment adviser offering discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm provides two primary investment strategies: an Active Swing Trading approach focused on a concentrated basket of high-volatility securities and a Passive Asset Allocation strategy using broad-based equity and fixed-income ETFs.

John Gower is the sole advisor at John C. Gower, CFP, EA, an independent financial advisory firm. He holds the CFP® and Series 65 designations and has eight years of industry experience, with over 30 years at his current firm. In addition to financial planning, he provides tax preparation services as part of his business. The firm offers fee-only financial planning and investment advisory services primarily to individuals and families, as well as small businesses, trusts, and retirement plans. It manages approximately $42 million in client assets and emphasizes asset allocation, diversification, tax management, and risk control using no-load mutual funds, ETFs, individual securities, REITs, and CDs.

Jay Peters is a CFP® and ChFC® affiliated with AECH Financial, an independent advisory firm, with 11 years of industry experience. He previously worked at Cetera and MSMF Wealth Management from 2016 to 2025. Outside of advising, Peters serves as an elected board member of a homeowners association and is involved in consulting and networking roles in real estate and referral partnerships. AECH Financial, founded in 2025, offers discretionary portfolio management to individuals, trusts, estates, corporations, and ERISA plan sponsors under 3(21) arrangements. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis with both long- and short-term trading and strategic asset allocation, supporting approximately $24 million in assets across 82 client relationships.

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned. Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind. We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.

Terrence Bridgewater is a financial advisor at Bridgewater Advisory Group LLC with 25 years of industry experience. He holds a Series 66 designation and has a background that includes two decades at Cetera and ownership of a CPA firm providing business consulting, accounting, and tax services. He serves on the board of directors for Peoples Community Bancorporation. Bridgewater Advisory Group LLC offers wealth management and investment advisory services to individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified mutual funds, ETFs, equities, and bonds, with discretionary portfolio management and ongoing monitoring within client-directed guidelines.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.

Carson Cheek is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation with less than one year of industry experience. His background includes roles at Larson Financial Securities and Acropolis Investment Management, LLC, as well as experience outside finance working at Fox Run Golf Course and Autospa Carwash. He also worked at Missouri State University and in the Northwest School District. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and internally developed models, serving clients that include high-net-worth individuals and various institutional entities.

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Anthony Striker is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior experience includes roles at Duncan Financial Management, Inc. and Edward Jones. He has worked at Wheelhouse Advisory Group since 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and internally developed models, offering ongoing planning and portfolio oversight under written advisory agreements.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Cameron Meehling is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Charles Schwab and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis alongside internally developed investment models, offering ongoing planning and portfolio oversight as a fiduciary.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Jeffery Campos is a financial advisor at Wheelhouse Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and delivers ongoing planning and portfolio oversight under fiduciary agreements.

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at Capital Management Services, Inc., and William E Sherman and Associates. Roylance also serves as a director of research for Sherman Portfolios, LLC. Pinkerton Wealth serves individuals, families, foundations, endowments, and institutional clients with discretionary and non-discretionary asset management, financial planning, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect” that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds the Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at STIFEL, Commerce Brokerage Services Inc, and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and proprietary investment models and serves high-net-worth clients with ongoing planning and portfolio oversight.