John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. 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, using fundamental analysis and maintaining focused portfolios with regular performance reviews.

Bethany Lepage is a financial advisor at Mosaic Wealth with Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at J Walsh Insurance and Washington University in St. Louis. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and select family-office services. The firm uses a primarily long-term fiduciary approach and fundamental analysis to construct diversified portfolios, with ongoing monitoring and tactical adjustments as needed.

James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Larry Shikles is a financial advisor at Mosaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mosaic Family Wealth Partners, LLC since 2022, following prior roles at Mosaic Family Wealth, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, Shikles serves on the Board of Directors and as First Vice President for the Greater St. Louis Fellowship of Christian Athletes, a nonprofit organization. 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 process with customized portfolio construction and offers a range of services including discretionary portfolio management and family-office bill-pay services.

Gregg Cole is a financial advisor at Mosaic Wealth with a Series 65 credential and 25 years of industry experience. Prior to joining Mosaic Wealth in 2025, he founded and operated Cole & Company PC for 25 years. He serves as a board member and treasurer for The Way Church and is also on the advisory board for Midwest BankCentre. 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’s investment approach is long-term and grounded in fundamental analysis, offering customized portfolio construction and a range of services including discretionary portfolio management and financial planning.

Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.

Zachary Thomas is a financial advisor at Vista Finance, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vista Finance, he worked at MassMutual NorthWest and spent several years employed at Chick-fil-A. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, using a fiduciary, client-driven process that incorporates both qualitative and quantitative analysis across a broad range of asset classes.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Lindsey Holbrook is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 66 and Series 63 credentials with 11 years of industry experience. Her prior roles include positions at Wolfrum and Company, LLC, Huntleigh Securities Corporation, and David A Noyes & Company. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, and retirement plans. The firm offers asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with technical analysis.

Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.

Thomas Tesar is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with RubinBrown Advisors since 2006. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, third-party managers, and tax-aware practices.

Sheldon Harber is a CFP®-designated financial advisor with 46 years of industry experience, currently serving at Visionary Wealth Advisors, LLC in St. Louis, MO since 2016. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harber is a passive investor and member of Aisle411 Partners LLC, a technology company focused on indoor location services. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with M Holdings Securities since 2001 and also has long tenures at Equitable Advisors and Bryant Group, Inc. Outside of his advisory work, Cammon serves on the finance committee of St. Louis Priory School and is president of Cammon Company. M Holdings Securities, Inc. serves individual and institutional clients nationwide through a network of independent advisors, offering a combination of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various platforms and access to proprietary and third-party resources.

Robert Chambers is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has worked at Huntleigh Advisors since 2020, following roles at Huntleigh Securities Corporation and Duncan & Perry. Outside of his advisory work, he is a 50% owner of Rowan and Chambers LLC, a non-securities-related limited liability company. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of strategies including its MindShare Small Companies program, which combines investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked for Sterling Capital Management, Inc. for 31 years before joining Visionary Wealth Advisors in 2019. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.

Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.

Chad Opel is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company, Visionary Wealth Advisors, Northwestern Mutual Investment Management, Merrill, and Edward Jones. Outside of his advisory work, he is involved in several community and nonprofit activities, including board memberships with the Edwardsville Neighbors nonprofit, the SIUE Foundation, and local educational and athletic organizations. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies and utilizes multiple analytical approaches to tailor portfolios to clients’ objectives, including specialized services for retirement plans and unique institutional clients such as sovereign wealth funds.

David Sherman III is a financial advisor at TFO Wealth Partners with 19 years of industry experience. He holds a Series 65 designation and has managed Sherman TDC, LLC since 2010. Outside of his advisory role, he manages collectible-related entities. TFO Wealth Partners serves individual clients, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.