Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.

Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services 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 offers both ongoing asset-based management and fee-based financial planning options.

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.

Thomas Burke is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Syntegra Private Wealth Group LLC, where he has worked since 2022. His prior experience includes roles at Private Client Services, OSAIC, Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Outside of advisory work, he owns a high-end auto storage and service business and serves as president of a staffing and management company supporting Syntegra. Syntegra Private Wealth Group is a 12-advisor team providing 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 various quantitative and fundamental techniques, complemented by an affiliated tax and business services entity.

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.

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.

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.

Scott Browne is a financial advisor at Axius Advisors LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Browne previously worked at Cambridge Investment Research Advisors for 12 years before joining Axius Advisors. Axius Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory and a long-term trading approach, focusing on mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

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.

Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 66, and Series 65 certifications. Pence’s prior work includes roles at First Community Credit Union, Vantage Credit Union, Gallagher Bassett, U.S. Bancorp Investments, Inc., and A. G. Edwards & Sons, Inc. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers three distinct management styles, employs technology for managing held-away accounts, and serves over 2,200 clients with a team approach supported by documented processes and client service staff.

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.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

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.

Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered 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 fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.

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.