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.

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.

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 23 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and various institutional entities. The firm offers investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, building individualized investment plans through a combination of fundamental and technical analysis.

Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

Mark Allaria is a financial advisor at CarsonAllaria Wealth Management, LTD. with 14 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors. Outside of his advisory work, he is involved in servicing fixed insurance business as an agent. CarsonAllaria Wealth Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million and combines traditional wealth management with ERISA fiduciary services, employing quantitative optimization and institutional share-class selection in its investment approach.

Brian Pultman is a CFP® with 33 years of industry experience, currently serving at Correct Capital Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. In addition to his advisory role, he is a member of the JCC Endowment Investment Committee, focusing on passive index investment and asset allocation. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, and various institutional entities. The firm builds customized investment plans and combines fundamental and technical analysis to manage portfolios, often maintaining positions around 24 months and utilizing third-party managers and reporting tools.

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.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

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.

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.

Brett Rufkahr is a CFA® charterholder with 16 years of industry experience, currently serving at Alpine Private Wealth in Saint Louis, MO. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, Alpine Investment Management, LLC, and Merrill. Outside of financial advisory, he is a co-owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm employs a sub-adviser model for portfolio management and offers discretionary investment supervisory services alongside optional family-office support.

Jeffrey Steiner is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He previously worked at US Bank for eleven years before joining his current firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation combined with tactical adjustments, and offers a range of investment and wealth management services alongside specialized offerings such as oil and gas royalty management and business transition planning.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. 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 detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.

Tamara Dickerson is a financial advisor at Compass Wealth with a Series 65 credential and four years of industry experience. She previously worked for Hollywood Casino for 13 years prior to joining the financial services field. In addition to her advisory role, she maintains an insurance agent license with various carriers. Compass Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, with access to independent model managers and options overlays, while coordinating planning with clients’ other advisors.