Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FEFA Financial, he worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs tailored to client risk profiles.

August Goldkamp is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management LLC and VCI Wealth Management LLC. Goldkamp is also licensed as an insurance agent through FEFA Advisors LLC, where he conducts insurance sales on a commission basis. 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with an emphasis on equities and ETFs, tailoring model allocations to client risk profiles.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

Nathan Rivera is a financial advisor at RBF Wealth Advisors in St. Louis, MO. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Edward Jones. 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 employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

James Gissy is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 65 and Series 63 licenses and over 31 years of industry experience. He has been with Capital Management Services since 1986. Outside of advising, he owns Gissy Group LLC, a business involved in office condominium rentals. Capital Management Services provides ongoing portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm uses a tactical asset allocation approach focused on mutual funds and ETFs, with active rebalancing and occasional short positions, and also offers financial planning services to its clients.

Erin Burks is a financial advisor at Syntegra Private Wealth Group LLC with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including Edward Jones, Ameriprise Financial Services, and Securities America. In addition to her advisory role, Burks is employed by MV High Performance, an LLC unrelated to investment activities, and serves as a notary public. 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 using firm-developed model portfolios and employs a variety of quantitative and fundamental techniques, serving a diverse client base with approximately $1.4 billion in discretionary assets across a 12-advisor team.

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

Jianan Qin is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 66 licenses and having three years of industry experience. Qin also manages a real estate property management business, 39 North Properties, where duties include rent collection, maintenance requests, and occupancy management. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to manage discretionary portfolios, often utilizing advanced strategies and third-party sub-managers.

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Russ Phillips is a financial advisor at Terril & Company with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Terril & Company in 2023. Terril & Company is an SEC-registered investment adviser managing approximately $988 million in discretionary assets for individuals, pension plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis, a long-term holding horizon, and employs quantitative asset-selection models, offering a concentrated portfolio approach that includes the use of derivatives and a range of traditional and nontraditional investments.

Robert Butler Jr. is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Triad Advisors, Inc. since 1998 and has been associated with Roman, Butler, Fullerton & Co. since 1981. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages diversified portfolios using fundamental and technical analysis, overseeing approximately $716 million in discretionary assets.

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.

Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Monetary Management Group since 1998 and also spent four years at Moloney Securities Co., Inc. In addition to his advisory role, he is a licensed insurance producer with qualifications in multiple lines including life, casualty, and variable annuities. Monetary Management Group provides discretionary investment management services 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 delivers portfolio management through its registered investment adviser representatives using fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Andrew Buehler is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at TD Ameritrade and Calton & Associates, Inc. He also serves as an advisor with the Council of Financial Educators, presenting information on retirement topics. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored plans, foundations, and trusts. The firm emphasizes asset allocation across equities, ETFs, and mutual funds using fundamental, quantitative, and technical analysis, and incorporates written client profiles and multi-generational wealth plans in its process.

Karson Westhoff is a Series 65-licensed advisor at Moment Private Wealth in Saint Louis, MO, with one year of industry experience. His background includes roles at Focus Financial Wealth, ProPartners Team, and the University of Missouri-Columbia. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing investment management and holistic financial planning with an emphasis on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory.

Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Megan Miener is a financial advisor at FYRA Capital Management in St. Charles, MO, holding a Series 65 certification with seven years of industry experience. Her prior roles include positions at AE Wealth Management, LLC and Heise Advisory Group. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, employing fundamental, quantitative, and technical analysis alongside model and third-party managers to implement client portfolios.

Michael Meara is a financial advisor at RBF Wealth Advisors with 32 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Renaissance Financial Corp, Securian Financial Services, and Nexus Wealth Advisors LLC. Outside of advising, he owns Miguel 2016 LLC, a personal legal entity for tax and accounting purposes. RBF Wealth Advisors provides fee-based investment management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm manages approximately $716 million in discretionary assets and employs diversified portfolios aligned with modern portfolio theory, primarily on a discretionary basis with regular reviews.