Cory Kraft is a CFP® with 37 years of industry experience, currently serving at Adk Wealth Advisory Group in St. Louis, MO. He has worked with LPL Financial since 1998 and has been with Kraft, Davis and Associates, LLC, operating as ADK Wealth Advisory Group, since 2015. Outside of financial advising, he is a business owner of Brownstone LLC, an entity that owns an airplane. ADK Wealth Advisory Group is an SEC-registered investment adviser providing fee-based investment management and financial planning to individual and high-net-worth clients. The firm offers retirement-plan advisory, hourly consulting, and tailored planning services, combining fundamental and technical analysis to manage portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and REITs.

Norman Meyer is a financial advisor with Vestech Asset Management Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms including Ni Advisors and Cuttingedge Advisors and is also the owner and independent agent of MFG LLC, specializing in traditional insurance sales and service. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, employing a mix of fundamental, technical, and cyclical analysis with discretionary portfolio management and a range of advanced investment strategies.

Anthony Kalinowski is a CFP® with 38 years of industry experience, currently serving at RBF Wealth Advisors. He has been with Roman, Butler, Fullerton & Co since 2010 and previously worked with Triad Advisors until 2023. Kalinowski is the owner and host of TheRetirementInsiders podcast, which focuses on retirement lifestyle topics. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Poonnasa Corn is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has worked at Edward Jones for 11 years before joining Compass Retirement Group LLC in 2026. Compass Retirement Group, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support. The firm uses asset-allocation models and third-party managers to construct portfolios and conducts periodic reviews as part of its investment management approach.

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.

Kaleb Doyle is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Brand Asset Management Group, Inc., where he has been since 2026. Prior to that, he spent seven years at Moneta Group Investment Advisors, LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on strategic asset allocation and multi-manager portfolio construction. The firm offers specialized services including the Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high net worth clients.

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.

Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.

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.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. In addition to his advisory role, Moore oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning for individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

Paul Fullerton Jr. is a CFP® and holds a Series 66 license, currently serving at RBF Wealth Advisors in St. Louis, MO. He has seven years of industry experience, including roles at Triad Advisors and Partek Inc., and prior work at Baylor College of Medicine. 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 manages approximately $716 million in discretionary assets, employing diversified portfolios based on modern portfolio theory with fundamental and technical analysis.

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.

Todd Brand is a financial advisor at Brand Asset Management Group, Inc., holding a Series 65 designation with 28 years of industry experience. He has worked at Brand Asset Management Group since 2005 and previously at Brand Risk Management LLC from 2010 to 2019. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style approach to portfolio construction and offers turnkey wealth management and family office services, including coordinated estate and accounting support.

Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.

Matthew Westhoff is a CFP® professional with 21 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2013. He is also involved with MBM Insurance Services and serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side-effects and impacts. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets, employing tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Ian Robertson is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Management Services since 2015. Outside of his advisory role, he owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm based in Salem, SC. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million in assets. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and serves both retail clients and other investment advisers.

Isaac Butler is a Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing two years of industry experience. His prior roles include positions at Foundations Investment Advisors, The Chamberlin Group, and Northwestern Mutual. Butler is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a discretionary management approach using model portfolios and a range of quantitative and fundamental techniques, serving a client base that includes high net worth individuals.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.