Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 66, and Series 65 certifications. Pence’s prior work includes roles at First Community Credit Union, Vantage Credit Union, Gallagher Bassett, U.S. Bancorp Investments, Inc., and A. G. Edwards & Sons, Inc. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers three distinct management styles, employs technology for managing held-away accounts, and serves over 2,200 clients with a team approach supported by documented processes and client service staff.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Patrick Bruno is a financial advisor at Monetary Management Group Inc with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Monetary Management Group since 2006, following a brief tenure at Moloney Securities Co., Inc. from 2019 to 2020. 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 manage portfolios directly, using fundamental, technical, and cyclical analysis to tailor strategies to clients’ objectives and risk tolerances.

Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Damaris Gingerich is a CFP® professional with six years of industry experience, currently serving at Brand Asset Management Group, Inc. She joined the firm in 2018 and has prior experience working at Missouri Baptist University. In addition to her advisory role, she has taught piano for over a decade. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach with strategic asset allocation, and offers specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Tamara Dickerson is a financial advisor at Compass Wealth with a Series 65 credential and four years of industry experience. She previously worked for Hollywood Casino for 13 years prior to joining the financial services field. In addition to her advisory role, she maintains an insurance agent license with various carriers. Compass Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, with access to independent model managers and options overlays, while coordinating planning with clients’ other advisors.

Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients, including high-net-worth individuals and charitable organizations, managing approximately $499 million for about 421 clients. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, with a process that incorporates both third-party model portfolios and tactical strategies involving technical analysis.

Patrick Stradtman is a financial advisor with FEFA Financial in Saint Louis, MO, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at VCI Wealth Management LLC and multiple entities affiliated with FEFA, as well as experience at Saint Louis University Hospital. In addition to his advisory duties, he serves as a Retirement Planning Director involved in insurance sales and services. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent with Penn Mutual, spending approximately five hours per month reviewing and recommending insurance products. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with a range of professional advisors. The firm offers access to various investment vehicles, including private funds managed by its affiliated adviser, and employs a disciplined, multi-strategy approach for discretionary portfolio management.

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 holds a Series 66 license, with 11 years of industry experience. She currently serves as an advisor at Compass Wealth and previously worked at Edward Jones for 11 years. Compass Wealth provides discretionary investment management, financial planning, and retirement-focused advice to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using equities, ETFs, and mutual funds, while also employing independent model managers and options overlays.

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 designation with two years of industry experience. His prior roles include positions at VCI Wealth Management LLC and Maggie Obriens. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs within tailored model allocations.

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.