Mark Allaria is a financial advisor at CarsonAllaria Wealth Management, LTD. with 14 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors. Outside of his advisory work, he is involved in servicing fixed insurance business as an agent. CarsonAllaria Wealth Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million and combines traditional wealth management with ERISA fiduciary services, employing quantitative optimization and institutional share-class selection in its investment approach.

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has over 14 years of industry experience, including 12 years at Regions and 3 years with FRA Wealth Management. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses an open-architecture investment approach, combining passive and active strategies, and emphasizes client engagement and education.

Brian Pultman is a CFP® with 33 years of industry experience, currently serving at Correct Capital Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. In addition to his advisory role, he is a member of the JCC Endowment Investment Committee, focusing on passive index investment and asset allocation. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, and various institutional entities. The firm builds customized investment plans and combines fundamental and technical analysis to manage portfolios, often maintaining positions around 24 months and utilizing third-party managers and reporting tools.

Frederic Sauer is an investment professional at Orion Investment Company with 21 years of industry experience. He holds a Series 66 designation and has been with Sauer Dazey Investment Company since 2004. Outside of his advisory work, he serves as president of Capplanco Eight, Inc., an S-corporation that owns rental real estate and securities investments. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm focuses on a long-term, low-turnover investment approach centered on gradually building a written “Target Portfolio” over three to five years, emphasizing income and careful security selection.

Krystal Hill is a CFP® professional with 13 years of industry experience. She has been with Zemenick & Walker, Inc. since 2011. The firm is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. Zemenick & Walker employs a team-based process with a predominately non-discretionary model, emphasizing diversification and client-approved investment decisions.

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.

Hannah Leone is a CFP® professional with 10 years of industry experience. She has been with Foundation Wealth Management, LLC since 2011. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profits, trustees, and investment committees. The firm uses a Modern Portfolio Theory framework and serves a diverse client base, including state and municipal government entities, managing over $660 million with a compact team of four advisors.

Manson Clement is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Mosaic Wealth, he worked for ten years at Kirk Day School. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and related services. The firm employs a customized, primarily long-term fiduciary approach, using fundamental analysis to construct and monitor portfolios that may include mutual funds, ETFs, individual securities, and pooled private vehicles.

Brett Rufkahr is a CFA® charterholder with 16 years of industry experience, currently serving at Alpine Private Wealth in Saint Louis, MO. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, Alpine Investment Management, LLC, and Merrill. Outside of financial advisory, he is a co-owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm employs a sub-adviser model for portfolio management and offers discretionary investment supervisory services alongside optional family-office support.

Jeffrey Steiner is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He previously worked at US Bank for eleven years before joining his current firm. 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, focusing on strategic asset allocation combined with tactical adjustments, and offers a range of investment and wealth management services alongside specialized offerings such as oil and gas royalty management and business transition planning.

Chad Slagle is a financial advisor with Slagle Financial, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Slagle Financial since 2009 and is a partner in Best Practices, LLC, a consulting business serving financial firms and individuals. Additionally, he works as an independent insurance agent representing various companies. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

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.

John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.

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.

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ProPartners Wealth and ProPartners Wealth, LLC prior to joining Correct Capital. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and portfolio services, implementing individualized investment plans through a combination of fundamental and technical analysis and a mix of asset classes.

Kenneth Bower is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He holds the Series 66 designation and is based in St. Louis, MO. Outside of his advisory role, he serves as a banking board member for Southern Bank. Clayton Financial Group provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations. The firm manages a significant asset base across its team and employs investment strategies that include fundamental and technical analysis, modern portfolio theory, and advanced techniques such as options and margin.

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.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.