Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

Luke Turner is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Moment Private Wealth, LLC since 2021 and previously spent five years at Mosaic Family Wealth, LLC. Luke is based in Saint Louis, Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum account size. The firm offers discretionary and non-discretionary investment management combined with comprehensive financial planning, using long-term, low-cost, diversified asset allocation strategies grounded in Modern Portfolio Theory.

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Patricia Warner is a financial advisor at Terril & Company with nine years of industry experience. She holds the Series 65 designation and is based in Saint Louis, MO. Terril & Company is a six-advisor team that provides discretionary investment management and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, managing portfolios with a long-term perspective and a broad range of investment types, including derivatives and alternative assets.

Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, Missouri, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with The Yanker Group and LPL Financial LLC since 2023. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm employs a range of custodial and program platforms through LPL Financial and utilizes diverse investment vehicles, with portfolio oversight involving fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory.

James Blake is a CFP® and Series 66-registered advisor with nine years of industry experience. He has been with Brand Asset Management Group, Inc. since 2019 and previously worked at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the board of directors at St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering multi-asset portfolio construction and strategic asset allocation. The firm’s Mosaic Wealth Management© turnkey service and Brand Family Office cater to clients with significant assets, combining investment management with coordinated estate and accounting services.

Chandler Williamson is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Preferred Capital Securities and E*TRADE Securities and is involved in insurance sales through Pineridge Advisors, LLC. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis alongside third-party managers.

Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.

Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.

Matthew Losse is a financial advisor at FEFA Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company and Colonial Life. Mr. Losse is also a licensed insurance agent at FEFA Advisors. 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, typically emphasizing equities and ETFs, and prepares individualized Investment Policy Statements for clients.

Aaron Ward is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked with Roman Butler Fullerton & Co since 2010 and with Triad Advisors Inc from 2010 to 2023. In addition to his advisory role, Ward provides student loan repayment planning for dental and other emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers 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 investment approach, combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.

Andrew Kowal is a financial advisor at MBM Wealth Consultants, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Buckingham Wealth Partners, Moneta Group Investment Advisors, LLC, LPL Financial, and Cornerstone Wealth Management LLC. Kowal serves as the treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios and a combination of fundamental, technical, and cyclical investment analysis.

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Vestech Asset Management since 2019 and has prior experience with Farmers Financial Solutions and Executive Financial Group. Outside of his advisory role, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios with discretionary trading authority.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. She has been with Bridgewater since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2004. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a portfolio management approach that includes both strategic and tactical asset allocation with regular quarterly reviews.

Wayne Atkins Jr. is a financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and a law firm, Xander Law Group, P.A., where he holds a passive ownership interest. Outside of finance, he serves as president of Litmas Inc., an AI platform designed for litigation attorneys. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs in model allocations tailored to client risk profiles.

Weston Manley is a CFP® and CFA® charterholder with 11 years of industry experience. He has worked at IFG Advisors, LLC since 2018 and previously held positions at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of advisory work, he serves as an independent contractor Interim CFO for Neocova, a software company serving community banks and credit unions. IFG Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm constructs globally diversified portfolios using fundamental security analysis and market trend assessment, primarily investing in mutual funds and exchange-traded funds aligned with each client's risk profile.

Zhenyu Tang is a financial advisor at Vestech Asset Management Inc. with four years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Lindenwood University and Vestech Securities, Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.