Gordon Haave is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Financial & Tax Architects, LLC for 10 years and previously worked at Coinrush Ltd., International Recovery Management, and Universal Fusion entities. Outside of his advisory role, he serves as managing director of Agora Trust Ltd. and is involved in media and compliance services through indirect ownership in related companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” featuring exchange-traded funds, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

Mark Gregor is a financial advisor with Midwestern Securities Trading Company, LLC in St. Louis, MO. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. His prior roles include financial advisor positions at Members 1st Credit Union and First Missouri Credit Union. Outside of his advisory work, Gregor serves as a pastor at Owensville Christian Church and is treasurer and a board member of Mission to Russia. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, ERISA 3(38) investment fiduciary services, and access to third-party money managers through discretionary and non-discretionary investment approaches.

Adam Klumb is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and two years of industry experience. Prior to joining MissionSquare, he worked at Edward Jones for two years. His background also includes roles outside finance, such as at Hy-Vee and Riverside Family Aquatics. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.

Brian Redders is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Client Services. He is also a principal of Genex Consulting, an RIA firm. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing a variety of portfolio management programs and third-party platforms.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Michele Laws is a financial advisor at Portside Wealth Group, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TownSquare Capital, Allegis Investment Services, and National Planning Corporation. Outside of her advisory role, she is involved in divorce financial education as a monthly speaker at a divorce workshop and is a board member for Divorce Dollars & Sense. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and client education using a blend of investment approaches combined with affiliated legal and accounting expertise.

James Mc Key is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Outside of his advisory role, he has experience in corrosion solutions through Engineered Corrosion Solutions. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management and LPL-sponsored programs, focusing on tailored investment advice with continuous account supervision and a multi-brand operating model supported by technology to serve a large client base.

Gaines Smith is a financial advisor with Kovack Advisors, Inc. He holds a Series 63 designation and has 41 years of industry experience. Prior to joining Kovack Advisors in 2015, he worked with Kovack Securities Inc. since 2014. Outside of his advisory role, Smith is president of Smith & Sons Firearms Co., a firearms and sporting goods retail business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Eric Meyer is a Series 65-licensed advisor at Foundations Investment Advisors LLC with one year of industry experience. His prior roles include positions at The Chamberlin Group, GardaWorld Security, and the University of Missouri - Columbia Trulaske College of Business. Meyer has also worked in various sectors outside finance, including security services and academia. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing tailored asset allocations and a broad range of investment products.

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Nathaniel Mayes is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Neighbors Credit Union and Thrivent Financial. Outside of his advisory career, he has experience working with the Contemporary Art Museum and in the food service industry. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, model and wrap programs, and ERISA 3(38) fiduciary services, combining internal discretionary portfolios with third-party management and advisory recommendations.

Tim Mackowiak is a financial advisor at Saxony Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and the City of St. Louis. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly and flat-fee planning, and employs a range of investment strategies including fundamental and technical analysis.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 registrations with two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Kelly Education. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with many client relationships managed on a discretionary basis.

Brent De Rossett is a financial advisor with Saxony Capital Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with several firms, including The ON Equity Sales Company and Ohio National Financial Services, and co-owns Advocate CPAs & Advisors, LLC, a CPA and tax firm. Brent serves on multiple homeowners association boards and is involved with the Wayne DeRossett Scholarship Fund, a nonprofit that disburses annual scholarships in memory of Wayne DeRossett. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model and offers discretionary asset management alongside financial planning and consulting, employing a variety of investment methods and strategies.

Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice based on client goals.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and Trinity Wealth Securities. Hoffman is also involved with Workplace Financial Advisors as a financial advisor and engages in insurance policy sales through various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management alongside hourly or flat-fee financial planning, utilizing a variety of investment approaches including fundamental, technical, and quantitative strategies.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Brent Wilhelm is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as treasurer for the St. Teresa Athletic Association in Belleville, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client collaboration.