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.

Aaron Ward is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked with Roman Butler Fullerton & Co since 2010 and with Triad Advisors Inc from 2010 to 2023. In addition to his advisory role, Ward provides student loan repayment planning for dental and other emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers 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, combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.

Tracy Sullivan is a Series 66-licensed financial advisor with one year of experience at Compass Retirement Group. Prior to joining Compass, she worked at Edward Jones for eight years and spent four years at Mercy. Outside of her advisory work, she operates Small Batch Sanctuary LLC, a yoga instruction business, and is the owner of Discipleship Collaborative LLC, which involves book authorship, public speaking, and ministry-related activities. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, financial planning, and estate-planning support using technology-driven solutions and asset allocation models.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.

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.

Andrew Kowal is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Cornerstone Wealth Management, Moneta Group Investment Advisors, and Buckingham Wealth Partners. He serves as Treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary assets primarily through tailored model portfolios using individual securities, ETFs, options, and occasionally mutual funds and Independent Managers, combining fundamental, technical, and cyclical investment analysis methods.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Vestech Asset Management since 2019 and has prior experience with Farmers Financial Solutions and Executive Financial Group. Outside of his advisory role, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. 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 targeted asset-allocation model portfolios with discretionary trading authority.

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.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 designations. She has 31 years of industry experience, with prior work at LPL Financial, Martin Wier, Inc., and OSAIC. She is based in Chesterfield, Missouri. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs strategic and tactical asset-allocation models, using fundamental and technical analysis to guide portfolio supervision and trading.

Airionne Solanke is a CFP® professional with nine years of experience in financial advising. She has been with Compass Retirement Group LLC since 2017 and holds a Series 66 license. Outside of her advisory role, she is a licensed insurance agent. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models managed through the Orion platform and third-party managers.

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.

Weston Manley is a CFP® and CFA® with 11 years of industry experience, currently with IFG Advisors, LLC since 2018. His prior roles include positions at LPL Financial, RFG Advisory Group, and Buckingham Strategic Wealth. He also serves as an independent contractor Interim CFO for Neocova, a software provider for community banks and credit unions. IFG Advisors offers portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing fundamental security analysis alongside market and economic-cycle trends.

Zhenyu Tang is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding a Series 66 designation and five years of industry experience. His work history includes roles at Lindenwood University and Vestech Securities, Inc., among others. 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 portfolio allocations and offers access to specialized strategies through third-party managers.

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.

John Terril is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings, uses quantitative models for different risk profiles, and employs a concentrated portfolio approach with occasional use of derivatives and nontraditional investments.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

Joseph Bartmess is a financial advisor at LVZ, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial for 11 years before joining LVZ in 2022. Bartmess is involved in several nonprofit and community organizations, including serving as a director on the Wildwood Family YMCA Branch Board of Advisors and holding leadership roles in various local nonprofits and service clubs. LVZ, Inc. serves more than 2,400 clients through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, consulting, and third-party manager selection across a range of client types, utilizing a variety of portfolio styles and sub-strategies that primarily use ETFs, mutual funds, and other pooled investment vehicles.