Christopher Michalak is a financial advisor with Meramec Financial Planners, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Clayton Financial Group, LLC since 2016 and joined Meramec Financial Planners in 2025. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios using fundamental and technical analysis alongside modern portfolio theory.

Ryan Heidenreich is a CFP® with 17 years of industry experience. He currently works at Sunpointe Investments and previously spent 16 years at American Century Investment Services Inc. and 7 years at American Century Investments Private Client Group, Inc. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines fundamental and behavioral analysis, blends active and passive strategies, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Kevin Kaleta is a financial advisor with Sunpointe Investments in St. Louis, MO, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Moneta Group Investment Advisors, Wells Fargo Bank, and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Sugar Smokehouse for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Sampson Norton is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with The Yanker Group and has previously worked at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and UMB Financial Services. Norton serves as a board member of the nonprofit Buddy Fund in St. Louis, MO. 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 uses LPL Financial custodial and program platforms, applying fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to manage portfolios with mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.

Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and fee-based financial planning options.

Laura Paulsell is a CERTIFIED FINANCIAL PLANNER™ professional at Meramec Financial Planners, LLC with 10 years of industry experience. She previously worked for nine years at Clayton Financial Group, LLC before joining Meramec Financial Planners in 2025. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios to client goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.

Thomas Burke is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Syntegra Private Wealth Group LLC, where he has worked since 2022. His prior experience includes roles at Private Client Services, OSAIC, Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Outside of advisory work, he owns a high-end auto storage and service business and serves as president of a staffing and management company supporting Syntegra. Syntegra Private Wealth Group is a 12-advisor team providing investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and various quantitative and fundamental techniques, complemented by an affiliated tax and business services entity.

Julie Bahr is a CFP® professional with 23 years of industry experience. She is currently with Meramec Financial Planners, LLC, where she joined in 2025 after ten years at Clayton Financial Group, LLC. Bahr holds Series 63 and Series 65 licenses. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory, and operates with a multi-advisor team holding various industry credentials.

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.

Carlye Knight is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Yanker Group in Manchester, MO. Her prior experience includes roles at Morgan Stanley and LPL Financial. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm utilizes an open-architecture platform through LPL Financial and manages approximately $265 million in client assets across a three-advisor team.

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.

Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

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.

Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tradewinds, he worked at First Community Credit Union, Vantage Credit Union, and Gallagher Bassett. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pensions, trusts, estates, and charitable organizations. The firm offers three distinct management styles and utilizes technology and documented processes to serve a broad client base efficiently.

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.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Patrick Bruno is a financial advisor at Monetary Management Group Inc with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Monetary Management Group since 2006, following a brief tenure at Moloney Securities Co., Inc. from 2019 to 2020. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives manage portfolios directly, using fundamental, technical, and cyclical analysis to tailor strategies to clients’ objectives and risk tolerances.

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.