Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 license and has worked in various roles across different sectors including distribution and arena box office operations. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while maintaining flexibility to incorporate alternative investments and coordinated tax-sensitive decisions.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

William Pepmeyer is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 credential with two years of industry experience. His prior roles include positions at VCI Wealth Management LLC and Maggie Obriens, along with various self-employed and other business ventures. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a mix of fundamental, quantitative, and cyclical analysis combined with modern portfolio theory, typically emphasizing equities and ETFs, and tailors model allocations to client risk profiles.

Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. 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, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.

Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.

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.

Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Great Point Capital, LLC and Core Planning, LLC. Outside of his advisory role, he manages finances and administrative functions for Faith Community Church, where he has been involved since 2015. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm also offers estate-planning coordination and due diligence services, tailoring investment programs to client goals and risk tolerances.

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.

Joshua Rood is a financial advisor at Severin Investments LLC in St. Louis, MO, holding a Series 65 license with one year of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors with discretionary portfolio management, financial planning, and estate-planning support. The firm uses proprietary model portfolios and an investment policy statement process, combining fundamental and technical analysis through an internal Investment Committee.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Buckingham Asset Management, and Mosaic Family Wealth. Outside of his advisory role, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm’s investment approach is evidence-based, combining in-house management, third-party sub-advisors, and technology-enabled solutions, with access to alternative and private investments through a non-discretionary platform.

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.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

Ian Robertson is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Lyons Wealth Management, Fortitude Advisory Group, Assetmark, Lincoln Financial Distributors, and Manning & Napier Advisory Advantage. He is also the owner of ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, serving both direct clients and other advisers. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and active rebalancing, with occasional short positions, and coordinates billing and trade review with third-party advisers and custodians.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FMF&E Wealth Management, LLC and Pyramid Management Group. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. 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 follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.