Kyle Milfeld is a financial advisor at TBG-Bedford Group LLC with six years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise Financial Services, LLC and Tinuum Services LLC. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a variety of investment vehicles.

H Curtis Ittner Jr. is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2013 to 2026. Outside of his advisory role, he serves on several nonprofit boards, including as President of Clay-Ro Emergency Relief, Inc., and Chairperson of the Productive Living Board. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a mix of mutual funds, ETFs, individual securities, private vehicles, and third-party managers.

David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.

Anthony Rich is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Rich serves as a Public Affairs Flight Commander for the Missouri Air National Guard and is a board member of St. Joseph School, a private Catholic school. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and manages client portfolios on a discretionary basis.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. Monetary Management Group provides discretionary investment management services 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 advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.

Susan Sommer is a Certified Financial Planner® with 34 years of industry experience. She is currently an advisor at Universal Financial Advisors, LLC and has held prior roles at OSAIC, Securities America, Inc., Beam Asset Management, and PFG Advisors, LLC. Outside of her advisory work, she participates in a women's networking group focused on marketing collaboration among financial professionals. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm’s investment approach emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.

Grant Richars is a financial advisor at Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 65 registration. He has been in the industry since 2025 and has experience at Northwestern Mutual prior to joining Universal Financial Advisors. Richars has also worked in educational roles at Southern Illinois University and Southwestern Illinois College. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, emphasizing asset allocation and diversification based on Modern and Post-Modern Portfolio Theory.

Christopher Winkelmann is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also an independent contractor in the hospitality industry, focusing on corporate meetings and incentive travel. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of quantitative and fundamental investment techniques and manages client assets through tailored discretionary portfolios using both in-house and third-party model strategies.

Joshua Wright is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Service, LLC for 11 years. Wright serves on the board of directors for FV Services, Inc. and is vice president and secretary of the Sainte Genevieve Oktoberfest organization. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Josip Pehar is a financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. He previously worked at Knights of Columbus Asset Advisors and Knights of Columbus Insurance, where he spent over a decade. Pehar also serves in the U.S. Coast Guard Reserve as a Reserve Command Master Chief. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to manage investments, with an emphasis on equities and ETFs tailored to client risk profiles.

Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.

Payton La Foy is a CFP® and Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing one year of industry experience. Prior to his current role, he worked at Private Client Services, LLC and OSAIC. La Foy also has experience in client service within the investment sector. Syntegra Private Wealth Group LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management focused on ETFs, mutual funds, and individual securities, utilizing a combination of quantitative and fundamental strategies supported by a 12-advisor team managing over $1.3 billion in discretionary assets.

Michelle Borawski is a financial advisor at Park Avenue Investment Advisory, LLC, holding a Series 65 credential with three years of industry experience. She has worked at multiple firms, including Guardian Life Insurance Company and AE Wealth Management, LLC. Outside of her advisory role, she owns a small business called Perfectly Smudged and is involved in pet sitting through Rover. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages client assets on a discretionary basis using model portfolios and third-party investment managers accessed via technology platforms, and offers supplemental services such as financial planning and business exit consulting.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Mosaic Family Wealth Partners, Allstate Insurance Company, and Lindenwood University. He serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach utilizing fundamental analysis to construct and monitor diversified portfolios.

Andrew Shenberg is a financial advisor at Anderson Hoagland & Co with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Saxony Securities and Krilogy Financial. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach includes fundamental equity selection focused on businesses that earn cash returns above their cost of capital, as well as fixed-income strategies guided by economic and interest-rate outlooks.

Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.

Timothy Durbin is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked for PNC Bank and PNC Investments for ten years. In addition to his advisory role, Durbin is a licensed insurance agent involved in the sale of accident, health, sickness, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a multi-advisor team approach focused on strategic asset allocation, supplemented by tactical adjustments based on comprehensive market analysis.

Kirby Cundiff is a CFP® and CFA® with five years of experience in financial advising. He is currently with FEFA Financial and has previously worked at VCI Wealth Management LLC, FEFA Asset Management, LLC, AE Wealth Management, LLC, and FEFA, LLC. In addition to his advisory roles, he serves as an adjunct professor of accounting and financial management at the University of Maryland Global Campus. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for 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 tailored to client risk profiles.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds the Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at STIFEL, Commerce Brokerage Services Inc, 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 using fundamental analysis and proprietary investment models and serves high-net-worth clients with ongoing planning and portfolio oversight.