Cheryl Obrien is a financial advisor at Anderson Hoagland & Co with 11 years of industry experience. She has held positions at Anderson Hoagland since 2018 and previously worked at PNC Investments from 2014 to 2018. Obrien holds the Series 66 designation and is based in St. Louis, MO. 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 employs fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis and offering consulting on private, non-public investments.

Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.

Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.

Jacob Brydels is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and serves a range of clients, including high-net-worth individuals.

Matthew Losse is a financial advisor at FEFA Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company and Colonial Life. Mr. Losse is also a licensed insurance agent at FEFA Advisors. 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, typically emphasizing equities and ETFs, and prepares individualized Investment Policy Statements for clients.

William Albair is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. His previous roles include positions at PFG Advisors, LLC, Securities America, Inc., BEAM Asset Management, and Financial and Investment Management Advisors, Inc. In addition to advisory work, he maintains a licensed insurance agent role. Universal Financial Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, with an investment approach centered on asset allocation and diversification guided by Modern and Post-Modern Portfolio Theory.

Ryan Furlong is a CFP® with nine years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2024. His prior experience includes roles at PurposePath Capital, Facet Wealth, Brooklyn FI, The Worley Banks Group, and Buckingham Wealth Management. Furlong is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning services. The firm utilizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, and it extends its advisory capabilities through affiliations with an accounting firm and educational media offerings.

Rishi Ghosh is a financial advisor at Wheelhouse Advisory Group, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Duncan Financial Management, Inc. for eight years. Outside of advising, he owned an LLC that managed insurance commissions, which was terminated in 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials, serving a diverse client base that includes high-net-worth individuals and institutional accounts.

Kevin Lisch is a financial advisor at Mosaic Wealth with a Series 65 designation and two years of industry experience. He previously worked with the Sydney Kings from 2016 to 2023 and has been with Mosaic Family Wealth since 2023. Outside of his advisory role, he serves as a member of the Billiken Athletics Hall of Fame Committee and coaches 7th grade boys basketball for Freeburg Community Consolidated School District 70. 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 select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, and third-party sub-advisers while monitoring accounts annually or as needed.

John Kang is a financial advisor at Anderson Hoagland & Co with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anderson Hoagland since 2008. Anderson Hoagland 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 implements investment policies through fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis while offering advisory support on private, non-public investments.

Brian Sanguinet is a financial advisor with 15 years of industry experience, currently with 25 Financial in Saint Louis, MO. He holds the Series 63 and Series 66 designations and has previously worked at Arete Wealth Management LLC, Larson Financial Group, and other firms. Outside of his advisory work, he is the owner of Salon Artiste, a hair salon. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm integrates fundamental, technical, charting, and cyclical analysis in tailored investment programs and offers estate-planning coordination and due diligence services.

Eric Cunningham is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Edward Jones for 12 years and Ameriprise Financial Services, LLC for 2 years. He has been with TBG-Bedford Group LLC since 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a variety of investment vehicles and regular portfolio monitoring.

Wayne Atkins Jr. is a financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and a law firm, Xander Law Group, P.A., where he holds a passive ownership interest. Outside of finance, he serves as president of Litmas Inc., an AI platform designed for litigation attorneys. FEFA Financial provides 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs in model allocations tailored to client risk profiles.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. 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 range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

David Stoll is a financial advisor at Archford Capital Strategies, LLC in St. Louis, MO, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Severin Investments and Auto Assure. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Sarah Wolk is a CFP® professional affiliated with Mosaic Wealth in St. Louis, MO, with nine years of industry experience. She has been with Mosaic Family Wealth Partners, LLC since 2022 and previously worked at Mosaic Family Wealth, LLC from 2016 to 2021. Wolk is also involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach using fundamental analysis to build portfolios across various investment vehicles and offers held-away account oversight along with access to third-party cash-management and credit solutions.

Tyler Campo is a financial advisor at Mosaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mosaic Wealth in 2022, he worked at Purshe Kaplan Sterling Investments, Mosaic Family Wealth, LLC, and Edward Jones. Outside of advising, Mr. Campo serves as an adjunct instructor at several Missouri universities and is a board member for Greenville University and Seedbed. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Christopher Harsley is a financial advisor with Coho Advisory Services, LLC in Saint Louis, MO, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mutual of Omaha Investment Services and AXA Equitable. Outside of advisory work, he is also engaged as an insurance agent and serves as a substitute teacher. Coho Advisory Services manages approximately $52 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory approach with a core passive allocation and tactical active adjustments, primarily managing assets on a non-discretionary basis with co-advisory relationships to access third-party managers.

Jane Davidson is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, using proprietary Artesys model portfolios that emphasize asset allocation and diversification under Modern Portfolio Theory. The firm manages pooled vehicles as a subadviser and serves ERISA §3(38) plan sponsors, delivering much of its service digitally to a large client base.

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.