Andrew Shenberg is a financial advisor at Anderson Hoagland & Co with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Saxony Securities and Krilogy Financial. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach includes fundamental equity selection focused on businesses that earn cash returns above their cost of capital, as well as fixed-income strategies guided by economic and interest-rate outlooks.

Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.

Kirby Cundiff is a CFP® and CFA® with five years of experience in financial advising. He is currently with FEFA Financial and has previously worked at VCI Wealth Management LLC, FEFA Asset Management, LLC, AE Wealth Management, LLC, and FEFA, LLC. In addition to his advisory roles, he serves as an adjunct professor of accounting and financial management at the University of Maryland Global Campus. 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 employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs tailored to client risk profiles.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds the Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at STIFEL, Commerce Brokerage Services Inc, 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 and serves high-net-worth clients with ongoing planning and portfolio oversight.

Donald Vaught is a financial advisor with Adk Wealth Advisory Group in Creve Coeur, MO. He holds the Series 66 designation and has 21 years of industry experience. He has worked with Kraft, Davis and Associates, LLC since 2015 and has been affiliated with LPL Financial since 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that provides fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using both fundamental and technical analysis, offering discretionary management, dynamic currency hedging, and a combination of wrap and non-wrap account structures.

Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ risk tolerances and liquidity needs.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Terry Moyers Jr. is a financial advisor with Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Moyers also conducts insurance sales as part of his professional activities. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses discretionary portfolio management with firm-developed model portfolios and incorporates a variety of quantitative and fundamental investment techniques.

Jacob Turner is a Series 65-licensed financial advisor with five years of industry experience, currently serving at Moment Private Wealth since 2021. His prior experience includes roles with Mosaic Family Wealth and several professional baseball organizations. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary investment management and financial planning tailored to clients’ financial situations and goals. The firm emphasizes a long-term, low-cost, diversified investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.

Lucas Becker is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Fieldpoint Equity and Go Semo Fiber. Wheelhouse Advisory Group serves individuals, families, trusts, estates, and businesses by providing financial planning, investment management, and insurance products. The firm manages discretionary portfolios of approximately $388 million using fundamental analysis and internally developed investment models, and incorporates AI tools for meeting recordkeeping without relying on them for investment decisions.

Ryan Green is a CFP® professional with 16 years of experience in financial advisory services. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a multi-asset, multi-style investment approach and specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Jeremy Phillips is a financial advisor at Anderson Hoagland & Co with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Colorado Wealth Group, LLC, MML Investors Services, Mass Mutual Life Insurance Company, and Stifel Nicolaus. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes fundamental equity selection and investment-grade fixed income, managing accounts primarily on a fully discretionary basis while coordinating with clients’ other advisers on tax and estate matters.

Thomas Brown is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked with World Equity Group, Inc. since 2007 and National Financial Services since 1989. Outside of advisory work, he assists high school juniors and seniors through College Funding Solutions to select appropriate colleges and careers. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds and ETFs and manages accounts for other investment advisers in addition to retail clients.

Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

Luke Turner is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Moment Private Wealth, LLC since 2021 and previously spent five years at Mosaic Family Wealth, LLC. Luke is based in Saint Louis, Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum account size. The firm offers discretionary and non-discretionary investment management combined with comprehensive financial planning, using long-term, low-cost, diversified asset allocation strategies grounded in Modern Portfolio Theory.

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Patricia Warner is a financial advisor at Terril & Company with nine years of industry experience. She holds the Series 65 designation and is based in Saint Louis, MO. Terril & Company is a six-advisor team that provides discretionary investment management and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, managing portfolios with a long-term perspective and a broad range of investment types, including derivatives and alternative assets.

Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, Missouri, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with The Yanker Group and LPL Financial LLC since 2023. 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 employs a range of custodial and program platforms through LPL Financial and utilizes diverse investment vehicles, with portfolio oversight involving fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory.

Damon Cetro is a financial advisor at Wheelhouse Advisory Group, LLC with one year of industry experience. Before joining Wheelhouse Advisory Group in 2023, he worked for six years at the Special School District of St. Louis County. He holds a Series 65 credential and owns a home repair business, Jeffco Handyman LLC. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis and proprietary investment models to implement diversified portfolios, serving a range of clients including high-net-worth individuals.