John Biedenstein is a financial advisor at Correct Capital Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2019, in addition to his role at Correct Capital beginning in 2018. He also previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 offers investment management, financial planning, retirement plan consulting, and portfolio services, managing approximately $889 million with a focus on individualized investment plans that combine fundamental and technical analysis.

Mark Allaria is a CFP® professional with 14 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory role, he is involved in servicing fixed insurance products. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million on a discretionary basis. The firm provides wealth management, financial planning, and ERISA fiduciary services to individuals, trusts, estates, corporations, and retirement plans, utilizing 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®-certified financial advisor with 32 years of industry experience. He is a principal at Correct Capital Wealth Management, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo. Pultman serves on the JCC Endowment Investment Committee, contributing to philanthropic investment decisions. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides customized investment management and financial planning, combining fundamental and technical analysis with a long-term investment approach and the use of 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 15 years of industry experience and currently serves at Alpine Private Wealth. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, and Alpine Investment Management, LLC. Outside of his advisory work, he is the 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 wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm uses a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and offers access to affiliated mutual and private funds.

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 Series 65-licensed advisor at Compass Wealth with four years of industry experience. She has worked at Compass Retirement Group and Compass Retirement Solutions since 2020 and previously spent thirteen years at Hollywood Casino. Outside of advisory work, she is a licensed insurance agent affiliated with various carriers. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support through a licensed technology platform. The firm uses asset-allocation models and third-party managers to manage portfolios and conducts regular reviews as part of its investment management services.

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at ProPartners Wealth and its affiliate before joining Correct Capital. Prior to his financial career, his work history includes roles outside the industry such as at Campus Bar and Grill and UPS. 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 offers investment management, financial planning, retirement plan consulting, and portfolio services, using a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

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 Series 66-licensed advisor with 11 years of industry experience. She has worked at Edward Jones for 11 years before joining Compass Retirement Group LLC in 2026. Compass Retirement Group, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support. The firm uses asset-allocation models and third-party managers to construct portfolios and conducts periodic reviews as part of its investment management approach.

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.