Jordan Korte 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 at ProPartners Wealth and ProPartners Wealth, LLC prior to joining Correct Capital. 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 provides investment management, financial planning, retirement plan consulting, and portfolio services, implementing individualized investment plans through a combination of fundamental and technical analysis and a mix of asset classes.

Kenneth Bower is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He holds the Series 66 designation and is based in St. Louis, MO. Outside of his advisory role, he serves as a banking board member for Southern Bank. Clayton Financial Group provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations. The firm manages a significant asset base across its team and employs investment strategies that include fundamental and technical analysis, modern portfolio theory, and advanced techniques such as options and margin.

Anthony Kalinowski is a CFP® with 38 years of industry experience, currently serving at RBF Wealth Advisors. He has been with Roman, Butler, Fullerton & Co since 2010 and previously worked with Triad Advisors until 2023. Kalinowski is the owner and host of TheRetirementInsiders podcast, which focuses on retirement lifestyle topics. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning 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.

Poonnasa Corn is a CFP® and holds a Series 66 license, with 11 years of industry experience. She currently serves as an advisor at Compass Wealth and previously worked at Edward Jones for 11 years. Compass Wealth provides discretionary investment management, financial planning, and retirement-focused advice to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using equities, ETFs, and mutual funds, while also employing independent model managers and options overlays.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. 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 approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.

Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.

Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.

Kelly Richert is a CFP® with six years of industry experience. She is currently with Meramec Financial Planners, LLC and has prior experience at Clayton Financial Group, LLC and Parkside Financial Bank & Trust. Meramec Financial Planners LLC offers discretionary and non-discretionary asset management, 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 accounts, utilizing a tailored approach that incorporates fundamental and technical analysis alongside modern portfolio theory.

Cameron Meehling is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and proprietary investment models, serving clients including high-net-worth individuals while operating under fiduciary standards.

Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.

Brian Yost is a CFA® charterholder with six years of experience at Alpine Private Wealth and over 20 years of prior experience at Bank of America Private Bank. He holds the Series 63 designation and previously worked at IMST Distributors, LLC. Outside of his advisory role, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for the Fly Fishers at the Crossing group. Alpine Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily builds client portfolios through a sub-adviser model and offers continuous discretionary and non-discretionary services, including optional family-office support.

Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.

Joseph Roosevans is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC in O'Fallon, Illinois, and has been president of Financial Resources of America, an insurance agency, since 1986. He also serves as president of FRA Trust, LLC, a trust representative office focused on estate planning. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, including high-net-worth clients. The firm uses an open-architecture investment model combining passive and active management, with services ranging from portfolio management to comprehensive financial planning.

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.

Paul Fullerton Jr. is a CFP® and holds a Series 66 license, currently serving at RBF Wealth Advisors in St. Louis, MO. He has seven years of industry experience, including roles at Triad Advisors and Partek Inc., and prior work at Baylor College of Medicine. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets, employing diversified portfolios based on modern portfolio theory with fundamental and technical analysis.

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.