Todd Brand is a financial advisor at Brand Asset Management Group, Inc., holding a Series 65 designation with 28 years of industry experience. He has worked at Brand Asset Management Group since 2005 and previously at Brand Risk Management LLC from 2010 to 2019. 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 to portfolio construction and offers turnkey wealth management and family office services, including coordinated estate and accounting support.

Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.

Matthew Westhoff is a CFP® professional with 21 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2013. He is also involved with MBM Insurance Services and serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side-effects and impacts. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets, employing tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Fmf&E Wealth Management, Pyramid Management Group, and Truist Securities. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s approach emphasizes long-term, diversified portfolios grounded in Modern Portfolio Theory and efficient-market principles, and it offers additional services such as employee financial-wellness programs and educational media.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

Isaac Butler is a Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing two years of industry experience. His prior roles include positions at Foundations Investment Advisors, The Chamberlin Group, and Northwestern Mutual. Butler is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a discretionary management approach using model portfolios and a range of quantitative and fundamental techniques, serving a client base that includes high net worth individuals.

Christopher Schulenburg is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and at Clark Financial Services Group since 1991. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients with comprehensive financial planning and portfolio management, utilizing both third-party model portfolios and tactical strategies. The firm manages approximately $499 million for about 421 clients through a team of five advisors.

Milton Beile III is a financial advisor at Vestech Asset Management Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of advisory work, he operates a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios and offers discretionary trading authority, incorporating strategies such as margin, short sales, and option writing.

William Carey is a financial advisor at Cortland Associates Inc. in St. Louis, Missouri, with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cortland Associates since 1989. Outside of his advisory role, Carey manages investments in Chinese antiquities through several related entities. Cortland Associates is a fee-based investment adviser serving individuals, trusts, retirement plans, and endowments. The firm manages discretionary equity and balanced portfolios using an all-cap value equity strategy combined with customized fixed income allocations, based on detailed fundamental research and tailored to client specifications.

Ariel Cabello is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Peoples National Bank, Simmons Bank, and Great Southern Bank. Outside of finance, he was involved with Soccer Master for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on multi-asset, multi-style portfolio construction and continuous personal consultation. The firm offers specialized turnkey wealth management and family office services, including coordinated estate and accounting support and public financial-education programs.

Kyle Milfeld is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and having six years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Tinuum Services LLC before joining TBG-Bedford Group and Private Client Services, LLC. TBG-Bedford Group offers financial planning, consulting, investment management, and retirement plan consulting to a variety of clients, employing a long-term, disciplined investment approach focused on strategic asset allocation and risk management through customized portfolios.

William Newbold is a financial advisor at Terril & Company with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and JPMorgan Chase Bank, N.A. He serves as a trustee and board chairman of Our Little Haven, a nonprofit providing care for abused and neglected children. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension plans, trusts, and other entities. The firm emphasizes fundamental analysis and long-term holdings, employing a concentrated portfolio approach with both discretionary management and occasional consulting.

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.

Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. 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 using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.

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.

James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

Christopher Winkelmann is a Certified Financial Planner® with 27 years of industry experience. He is affiliated with Bridgewater Asset Management LLC and Highpoint Advisor Group, LLC, and holds Series 63 and Series 65 licenses. His career includes over a decade of service at Bridgewater Asset Management and LPL Financial. 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 assets and employs tailored portfolio supervision using strategic and tactical asset allocation with a range of securities, reviewing portfolios at least quarterly.

Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.

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.