Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Megan Miener is a financial advisor at FYRA Capital Management with seven years of industry experience. She holds a Series 65 designation and has worked at Pineridge Advisors, LLC, Heise Advisory Group, and AE Wealth Management, LLC. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm serves individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, trusts, and estates, employing a multi-faceted investment approach that integrates fundamental, quantitative, and technical analysis alongside third-party managers.

George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Monetary Management Group Inc since 2013. He holds Series 63 and 65 licenses and is based in St. Louis, MO. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives act as portfolio managers, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon using fundamental, technical, and cyclical analysis.

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

Timothy Neer is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities and Prudential Insurance Company. Outside of Gradient Advisors, he is involved with Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers investment management and consulting primarily through a network of Investment Advisor Representatives and third-party money managers, operating largely on a non-discretionary basis with a focus on client risk tolerance and using a variety of analytical methods in portfolio management.

Brett Lawless is a financial advisor with CreativeOne Wealth, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has held prior roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, and Ameriprise Financial Services, Inc. Outside of advising, Lawless is an owner of two real estate development companies, Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through proprietary model portfolios and third-party managers, employing various analytical methods and a range of investment vehicles tailored to client objectives.

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He previously worked at Edward Jones for 10 years and has been with LPL Financial since 2009. Outside of his advisory role, Kaplan serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets using a combination of fundamental, quantitative, and qualitative investment analysis, and offers tailored financial planning, retirement consulting, and third-party manager referrals.

Eric Anderhub is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Anderhub has been with Cornerstone Wealth Management and LPL Financial since 2016. Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans, and other advisers, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides tailored account supervision through various LPL-sponsored advisory programs and ERISA-compliant retirement plan consulting.

Peter Donovan is a CFP®, ChFC®, and Series 66 licensed advisor with 22 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2025, following prior roles at Summit X, LLC and Equitable Advisors. Donovan serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and is involved in insurance agency activities as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of internal teams, external managers, and alternative investments.

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he is involved with an investment club account at TD Ameritrade. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based self-directed brokerage accounts, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

John Gallia is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at Edward Jones, ON Investment Management Co, and LPL Financial. Gallia also serves as an adjunct professor teaching business courses at Maryville University and is involved with agricultural and outdoor recreation leases through Gallia Family Farms, LLC. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and institutional clients, including investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and technology-driven retirement solutions.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Jeffrey Sachs is a Series 65-licensed advisor with Simplicity Wealth and has 16 years of industry experience, including his ongoing role at Sachs Financial since 2010. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms, providing advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through a managed account platform.

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.