Mark Johnson is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Roman, Butler, Fullerton & Co since 2013 and previously worked at Triad Advisors, Inc. Johnson is also involved as vice president and board member of the Gateway Area Chapter of Safari Club International. 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 investment approach incorporating both fundamental and technical analysis, with routine supervision and formal quarterly reviews.

Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.

Blake Clynes is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with RBF Wealth Advisors in St. Louis, MO, and has prior experience at AMERIPRISE FINANCIAL SERVICES, LLC and Essilor of America. Outside of his advisory role, Blake provides financial planning services to emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers 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 investment approach guided by modern portfolio theory and incorporates both fundamental and technical analysis in portfolio construction.

Michelle Brown is a CFP® with 24 years of experience in financial advising. She has been with Mosaic Wealth since 2015, including its predecessor entities, and previously worked at Purshe Kaplan Sterling Investments. Brown serves as a board member for both the All Saints School and the Fellowship of Christian Athletes in the Greater St. Louis area. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term fiduciary approach, utilizing fundamental analysis and a variety of investment vehicles, while offering account oversight and access to third-party cash-management and credit solutions.

Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Sean Toohey is a financial advisor at Alpine Private Wealth in Saint Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a sub-adviser model to build client portfolios and offers discretionary investment supervisory services, consulting, and family-office support.

Robert Hines is a CFP® at Droms Strauss Wealth Management in St. Louis, MO, with 19 years of experience at the firm. He is part of a six-advisor team serving a range of clients including high-net-worth individuals, trusts, and charitable organizations. Droms Strauss Wealth Management manages approximately $730 million and provides customized investment management and financial planning services. The firm emphasizes asset allocation within a modern portfolio theory framework and integrates investment advice with accounting services through a founding principal who is a practicing CPA.

Amy Baker is a financial advisor at Meramec Financial Planners, LLC in Clayton, MO, holding a Series 65 designation with three years of industry experience. Her prior work includes positions at Clayton Financial Group, LLC, NBT Bancorp, and RPS Benefits. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing 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, tailoring portfolios using fundamental and technical analysis alongside modern portfolio theory.

Joseph Farhatt is a financial advisor at The Yanker Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Yanker Group since 2015, also maintaining a role with LPL Financial since 2011. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, providing discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm manages approximately $265 million in client assets and operates on an open-architecture platform through LPL Financial, offering access to a broad range of investment products and implementing strategies based on fundamental, technical, cyclical analysis, and Modern Portfolio Theory.

Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, Inc. and several other firms. In addition to his advisory role, he provides service to fixed index annuity clients as an independent insurance agent. Axius Advisors LLC offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs Modern Portfolio Theory and a long-term trading approach, maintaining client portfolios primarily with mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Robert Mooney III is a financial advisor at Sunpointe Investments with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. and Citigroup Global Markets. Mooney is also a licensed insurance agent involved in insurance sales and implementation. Sunpointe Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans, offering portfolio management, financial planning, and family-office services. The firm employs a long-term investment approach that blends active and passive strategies and utilizes both fundamental and behavioral analysis across diverse asset classes.

Geoffrey Eikmann is a CFA® charterholder with 10 years of industry experience. He currently works at MBM Wealth Consultants, LLC and has prior experience at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

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.

Paul Fullerton is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Roman, Butler and Fullerton since 2003 and at ESM Press, Inc. from 2016 to 2023. Outside of advising, he serves as a publisher’s representative for educational publishers through The Fullerton Group, Inc. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm manages approximately $716 million in discretionary assets, using diversified portfolios aligned with modern portfolio theory and providing managed account services primarily on a discretionary basis.

Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

James Mineman is a financial advisor at Duncker Streett & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Duncker Streett since 2020, following a 15-year tenure at PNC Capital Advisors. Duncker Streett & Co. provides investment management primarily to individual and high-net-worth clients, as well as institutions such as banks, pension plans, trusts, and charitable organizations. The firm emphasizes discretionary portfolio management using a blend of fundamental and technical analysis, focusing on long-term holdings and maintaining operational affiliations within the Hightower network.

Ingrid Miller is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with eight years of industry experience. Her career includes positions at Edward Jones and Ameriprise before joining her current firm. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios implemented through various investment vehicles.

Christopher Burke is a CFP® with 34 years of industry experience, currently serving at RBF Wealth Advisors in St. Louis, MO. He has held roles at Roman Butler Fullerton & Co and Triad Advisors Inc over the past 16 years. Outside of his advisory work, he is involved with the Jared Burke Foundation, a nonprofit organization focused on charitable outdoor activities for veterans and disabled individuals, and serves as treasurer for The Covering House, a nonprofit dedicated to rescuing and rehabilitating young girls from human trafficking. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets using diversified portfolios aligned with modern portfolio theory and offers a mix of discretionary management and managed account services.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with seven years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines behavioral and fundamental analysis to construct diversified portfolios, blending active and passive strategies with an emphasis on long-term investment and investor behavior management.

Kurt Sergiewich Jr. is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Arete Wealth Advisors, and Brookstone Capital Management. 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 a Modern Portfolio Theory-based investment approach, focusing on long-term strategies and monthly account reviews, with assets custodied at Schwab Institutional.