Timothy Moore is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. Outside of his advisory role, he oversees finances and administrative functions at Faith Community Church, where he has been involved since 2015. 25 Financial provides discretionary asset management and ongoing financial planning primarily for individual and high-net-worth clients. The firm incorporates a variety of analysis methods in its tailored investment programs and offers estate-planning coordination and due diligence services.

Christopher Williams is a financial advisor at Vista Finance, LLC with 15 years of industry experience. He previously worked at CIBC Bank USA for nine years before joining Vista Finance in 2021. Outside of his advisory role, he serves on the Planned Giving Committee for Forest Park Forever and the Expansion Steering Committee for LaunchCode, both nonprofit organizations focused on community and workforce development. Additionally, he holds a CEO position at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plan sponsors, and business entities. The firm employs a variety of analytical methods and asset-allocation strategies, managing discretionary wrap accounts and incorporating alternative investments and third-party platforms.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Joshua Rood is a financial advisor at Severin Investments LLC with a Series 65 credential and two years of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, retirement advisory, financial planning, and estate-planning support through actively managed model portfolios that combine fundamental and technical analysis.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Buckingham Asset Management, and Mosaic Family Wealth. Outside of his advisory role, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm’s investment approach is evidence-based, combining in-house management, third-party sub-advisors, and technology-enabled solutions, with access to alternative and private investments through a non-discretionary platform.

Jeffery Campos is a financial advisor at Wheelhouse Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and delivers ongoing planning and portfolio oversight under fiduciary agreements.

Thomas Podlesny is a financial advisor with Cortland Associates Inc. in St. Louis, MO, holding a Series 65 designation and 28 years of industry experience. He has been with Cortland Associates since 1992. Outside of his advisory role, he is a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, overseeing over $1 billion in discretionary assets with a small team.

Joshua Ohl is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC. 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.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

Paul Alegnani is a CFA® charterholder with eight years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. for nine years. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and trustee-related services, employing a long-term, asset-allocation approach that incorporates a range of investment vehicles and proprietary models.

Tyler Hasty is a financial advisor at CarsonAllaria Wealth Management, LTD. with two years of industry experience. He previously worked at Cardinal Investment Advisors for five years and The Boeing Company for three years. In addition to his advisory role, he is a licensed life and health insurance agent. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $791.8 million using a quantitative investment approach and offers a combination of discretionary wealth management and ERISA fiduciary services.

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.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

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.

Matthew Hall is a financial advisor with Hill Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with the Hill Investment Group since 2005, including its transition to Hill Investment Group Partners in 2021. Outside of advisory work, Hall is a member of the Entrepreneurs Organization and is an inventor associated with a St. Louis-based tech company that develops apps. Hill Investment Group Partners 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, utilizing primarily no-load mutual funds and ETFs with a buy-and-hold strategy.

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.

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. 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 follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.

Ryan Potts 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 previously at Barber Financial Group, WR Wealth Planner LLC, Commerce Bank, and the University of Missouri. 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 discretionary and non-discretionary portfolio services, employing both fundamental and technical analysis to build individualized investment plans.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.