Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

James Mineman is a financial advisor at Duncker Streett & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Duncker Streett since 2020, following a 15-year tenure at PNC Capital Advisors. Duncker Streett & Co. provides investment management primarily to individual and high-net-worth clients, as well as institutions such as banks, pension plans, trusts, and charitable organizations. The firm emphasizes discretionary portfolio management using a blend of fundamental and technical analysis, focusing on long-term holdings and maintaining operational affiliations within the Hightower network.

Ingrid Miller is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with eight years of industry experience. Her career includes positions at Edward Jones and Ameriprise before joining her current firm. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios implemented through various investment vehicles.

Christopher Burke is a CFP® with 34 years of industry experience, currently serving at RBF Wealth Advisors in St. Louis, MO. He has held roles at Roman Butler Fullerton & Co and Triad Advisors Inc over the past 16 years. Outside of his advisory work, he is involved with the Jared Burke Foundation, a nonprofit organization focused on charitable outdoor activities for veterans and disabled individuals, and serves as treasurer for The Covering House, a nonprofit dedicated to rescuing and rehabilitating young girls from human trafficking. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets using diversified portfolios aligned with modern portfolio theory and offers a mix of discretionary management and managed account services.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with six years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe 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 investment approach combines fundamental and behavioral analysis with a long-term perspective, blending active and passive strategies while emphasizing diversified portfolios and family-office services.

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding Series 65 and Series 63 credentials with seven years of industry experience. He has worked with several firms including Brookstone Capital Management, Cambridge Investment Research Advisors, and Arete Wealth Advisors. Axius Advisors provides discretionary portfolio management and financial planning 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 conducts monthly reviews while primarily investing in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater Asset Management since 2014 and has also been associated with LPL Financial since 2000. Bridgewater Asset Management LLC provides investment advisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a combination of strategic and tactical asset allocation, using fundamental, technical, and cyclical analysis, and offers discretionary asset management, financial planning, and pension consulting.

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. 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 approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

Anna Meurer is a CFP® and ChFC® with 14 years of industry experience. She currently serves as a financial advisor at Universal Financial Advisors, LLC and previously worked at Securities America, Inc. Outside of her advisory role, she owns Yellow Shed Creations, a business that designs t-shirts and wine glasses, and volunteers with several community organizations including the Salvation Army – St. Charles and local chambers of commerce. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and offers customized investment solutions aligned with client risk tolerance and time horizon.

Andrew Merkle is a financial advisor with Claris Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has been in the industry since 2026. Prior to joining Claris Advisors, Merkle held positions at Mariner Wealth Advisors, Edward Jones, and several organizations related to athletics and banking. Claris Advisors provides discretionary investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold, asset-class investment approach based on Modern Portfolio Theory and utilizes diversified, no-load mutual funds, relying on third-party managers for certain strategies and fixed-income management.

Benjamin Cason is a Series 66 licensed advisor with 15 years of industry experience. He has worked at MDRN Capital since 2026 and previously held roles at Fisher Investments, Charles Schwab, TD Ameritrade, and Scottrade Investment Management. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios with unaffiliated Independent Managers and low-cost mutual funds and ETFs, applying both fundamental and technical analysis.

Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory role, Fiehler is involved in agricultural and farming businesses as well as a staffing and management company affiliated with Syntegra. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, and individual securities, utilizing both quantitative and fundamental investment techniques, and includes an affiliated tax and business services entity.

Anthony Gennaoui is a CFP® professional with 11 years of experience in financial advising. He has been with Droms Strauss Wealth Management since 2013. The firm is a six-advisor team based in St. Louis, managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. Droms Strauss Wealth Management offers customized investment management and integrated financial planning, utilizing an internal Investment Committee that applies fundamental analysis and modern portfolio theory to guide investment decisions.

Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.

Stephan Mc Kee is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Great Point Capital, LLC and Arete Wealth Advisors. Outside of advising, he is also licensed as an insurance agent and engages in insurance sales. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerances.

Jonathan Lester is a financial advisor with 10 years of industry experience, currently working at 25 Financial. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Great Point Capital. Outside of financial advising, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis, with estate-planning coordination and periodic portfolio reviews tailored to client goals and risk tolerances.

Kyle Neese is a CFA® charterholder with nine years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2026, after spending nine years at Wells Fargo Advisors. 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 that combines active and passive strategies, uses fundamental and behavioral analysis, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.

Kacy Brannum is a financial advisor at FEFA Financial with a Series 65 designation and four years of industry experience. She has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC, among other roles. Outside of her advisory work, Brannum has experience in the restaurant industry as a bartender and server. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs with model allocations tailored to client risk profiles.