Scott Yanker is a CFP® with 41 years of experience in the financial services industry. He has been with The Yanker Group since 2015 and has also worked at LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2003. Outside of his advisory work, he is involved in a bed and breakfast business operated with family members. The Yanker Group primarily serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform through LPL Financial and employs a variety of investment strategies, maintaining a higher client load per advisor than typical for similar supported practices.

Laurance Hoagland III is a CFA® charterholder with 30 years of industry experience, currently serving at Anderson Hoagland & Co since 1992. He holds a Series 65 license and is based in St. Louis, MO. Anderson Hoagland & Co is a team of seven advisors providing discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers non-discretionary consulting on private, non-public investments.

Sean Florentin is a financial advisor at Orion Investment Company with four years of industry experience. He previously worked for Lazard Asset Management for seven years. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm follows a long-term investment approach centered on a written “Target Portfolio,” emphasizing income, individual security selection, and low turnover.

Walter Reisinger is a financial advisor with Hill Investment Group in St. Louis, MO, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Hill Investment Group since 2010 and is also involved with Tucker Food Products, Inc. Outside of his advisory role, Reisinger serves as a trustee and managing member for several trusts and investment entities, and he is a trustee and finance committee member for Mary Institute & St. Louis Day School as well as a board member of the Nature Conservancy in St. Louis. 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 employs a diversified, rules-based investment approach grounded in modern portfolio theory, using no-load mutual funds and ETFs, with discretionary portfolio management and access to third-party research providers and automated rebalancing platforms.

Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. 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 and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014 and has been associated with LPL Financial since 2004. Balice is also the owner of Balice Photography, a business outside the financial sector. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm employs strategic and tactical asset allocation models, reviews portfolios quarterly, and incorporates both fundamental and technical analysis to guide investment decisions.

Jeffrey Severin is a financial advisor at Severin Investments LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at LPL Financial from 2013 to 2016 and has been with Severin Investments since 2013. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management using proprietary model portfolios, retirement advisory, 401(k) consulting, and financial planning, employing a combination of fundamental and technical analysis with tactical tilts and sector rotation.

Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.

David Anderson is a CFA® charterholder with 30 years of industry experience. He has been with Anderson Hoagland & Co. since 1980. The firm provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. Anderson Hoagland manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers consulting on private, non-public investments, with about $1.43 billion in assets under management as of December 31, 2025. The firm’s investment approach emphasizes fundamental equity selection and portfolio construction guided by economic and interest-rate outlooks.

Samuel Miller is a financial advisor with Adk Wealth Advisory Group in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and has an ongoing association with LPL Financial since 2007. Outside of his advisory role, Miller serves as a notary public in Missouri, providing services without charge to clients, friends, and family. ADK Wealth Advisory Group is an SEC-registered investment adviser that offers fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across various asset classes and provides both discretionary and non-discretionary services, including retirement-plan advisory and customized planning, with investment programs delivered through LPL-sponsored platforms.

Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. 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.

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

John Sinak is a financial advisor with ADK Wealth Advisory Group in St. Louis, Missouri, holding the Series 66 designation and 22 years of industry experience. He has worked at Kraft, Davis and Associates since 2021 and has been with LPL Financial since 2012. ADK Wealth Advisory Group is an SEC-registered adviser providing fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across multiple asset classes, serving both discretionary and non-discretionary accounts with a range of specialized investment and advisory services.

Michael Pompian is a CFP® and CFA® with 16 years of industry experience, currently serving at Sunpointe Investments since 2016. He is also an author affiliated with John Wiley and Sons. Sunpointe Investments provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans, using a long-term approach that combines fundamental and behavioral analysis with both active and passive strategies.

Robert Jones is a financial advisor with R.T. Jones Capital Equities Management Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with R.T. Jones Capital Equities, Inc. since 1987 and also works with Moloney Securities Co., Inc. Jones serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, employing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing under Modern Portfolio Theory. The firm offers discretionary portfolio management with a strong digital service component and serves as an ERISA §3(38) investment manager and subadviser to collective investment trusts.

Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. 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 coordinate tax-sensitive decisions through affiliated entities.

Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.

Andrew Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 licenses. He began his financial services career in 2025 with Forsythe Findley Wealth Advisors and joined Bridgewater Asset Management and LPL Financial LLC in 2026. Prior to his advisory roles, he attended the University of Missouri - Columbia and has held various positions in retail and education. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a combination of strategic and tactical asset-allocation models to oversee portfolios, which include a range of investment vehicles such as individual stocks, bonds, mutual funds, ETFs, and options.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. 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 approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.