Laurance Hoagland III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co since 1992. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a fundamental equity selection process and manages portfolios on a fully discretionary basis while also advising on private investments and coordinating with clients' other advisers on tax and estate matters.

Sean Florentin is a financial advisor at Orion Investment Company with four years of industry experience. He previously worked for Lazard Asset Management for seven years. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm follows a long-term investment approach centered on a written “Target Portfolio,” emphasizing income, individual security selection, and low turnover.

Walter Reisinger is a financial advisor with Hill Investment Group in St. Louis, MO, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Hill Investment Group since 2010 and is also involved with Tucker Food Products, Inc. Outside of his advisory role, Reisinger serves as a trustee and managing member for several trusts and investment entities, and he is a trustee and finance committee member for Mary Institute & St. Louis Day School as well as a board member of the Nature Conservancy in St. Louis. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, using no-load mutual funds and ETFs, with discretionary portfolio management and access to third-party research providers and automated rebalancing platforms.

Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.

Jeffrey Severin is a financial advisor at Severin Investments LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at LPL Financial from 2013 to 2016 and has been with Severin Investments since 2013. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management using proprietary model portfolios, retirement advisory, 401(k) consulting, and financial planning, employing a combination of fundamental and technical analysis with tactical tilts and sector rotation.

Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.

David Anderson is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co. since 1980. Anderson Hoagland & Co. provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs fundamental equity selection and fixed-income strategies, manages both discretionary and non-discretionary accounts, and offers consulting on private investments.

Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.

Jeffrey Waters is a financial advisor with CarsonAllaria Wealth Management, LTD., holding a Series 65 designation and six years of industry experience. His career includes roles at Northwestern Mutual and Cambridge Investment Research prior to joining CarsonAllaria in 2019. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million using a quantitative, client-profile-driven approach and offers integrated discretionary wealth management alongside ERISA fiduciary services.

Stephanie Longanecker is a financial advisor at Universal Financial Advisors, LLC in St. Louis, Missouri, with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2018 to 2026. Outside of her advisory role, she is the founder of Pages by Stephanie, a separate business venture. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios with an emphasis on asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

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.

Michael Pompian is a CFP® and CFA® with 16 years of industry experience, currently serving at Sunpointe Investments since 2016. He is also an author affiliated with John Wiley and Sons. Sunpointe Investments provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans, using a long-term approach that combines fundamental and behavioral analysis with both active and passive strategies.

Robert Jones is a financial advisor at R.T. Jones Capital Equities Management Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at R.T. Jones-affiliated firms since 1987. Jones serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, offering discretionary portfolio management and digital client communications.

Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.

Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 designations and having 10 years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and president of the Soccer Booster Club. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using a combination of independent managers, mutual funds, ETFs, and proprietary models, and offers specialized programs such as charitable distribution services and trustee-related offerings.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.

Lincoln Sorensen is a financial advisor with Vista Finance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Little River Capital, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and CIBC USA. He serves as a director at Vista National Bank & Trust, focusing on trust, finance, compliance, and benefits. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.

Christopher Michalak is a financial advisor at Meramec Financial Planners, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Clayton Financial Group, LLC, Moneta Group Investment Advisors, LLC, and Edward Jones. Meramec Financial Planners provides discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts and uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor portfolios to client goals and risk tolerance.