Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate alternative investments and coordinate tax-sensitive decisions through affiliated entities.

Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.

Andrew Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 licenses. He began his financial services career in 2025 with Forsythe Findley Wealth Advisors and joined Bridgewater Asset Management and LPL Financial LLC in 2026. Prior to his advisory roles, he attended the University of Missouri - Columbia and has held various positions in retail and education. 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 regulatory assets and employs a combination of strategic and tactical asset-allocation models to oversee portfolios, which include a range of investment vehicles such as individual stocks, bonds, mutual funds, ETFs, and options.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. 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 approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.

Christopher Michalak is a financial advisor with Meramec Financial Planners, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Clayton Financial Group, LLC since 2016 and joined 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 using fundamental and technical analysis alongside modern portfolio theory.

Ryan Heidenreich is a CFP® with 17 years of industry experience. He currently works at Sunpointe Investments and previously spent 16 years at American Century Investment Services Inc. and 7 years at American Century Investments Private Client Group, Inc. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines fundamental and behavioral analysis, blends active and passive strategies, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Kevin Kaleta is a financial advisor with Sunpointe Investments in St. Louis, MO, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Moneta Group Investment Advisors, Wells Fargo Bank, and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Sugar Smokehouse for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Sampson Norton is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with The Yanker Group and has previously worked at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and UMB Financial Services. Norton serves as a board member of the nonprofit Buddy Fund in St. Louis, MO. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm uses LPL Financial custodial and program platforms, applying fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to manage portfolios with mutual funds, ETFs, individual equities, fixed income, and alternative investments.

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 financial advisor with Syntegra Private Wealth Group LLC, holding CFP® and ChFC® designations and over 33 years of industry experience. His prior roles include positions at Private Client Services, OSAIC, Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Outside of advisory work, he owns LFG Motorsports LLC, a high-end auto storage and service business, and serves as president of MV High Performance LLC, a staffing and management company. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a discretionary management approach with firm-developed model portfolios and employs a range of quantitative and fundamental investment techniques.

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 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2019, in addition to his role at Correct Capital beginning in 2018. He also previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, managing approximately $889 million with a focus on individualized investment plans that combine fundamental and technical analysis.

Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed agent. 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 employs a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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®-certified financial advisor with 32 years of industry experience. He is a principal at Correct Capital Wealth Management, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo. Pultman serves on the JCC Endowment Investment Committee, contributing to philanthropic investment decisions. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides customized investment management and financial planning, combining fundamental and technical analysis with a long-term investment approach and the use of third-party managers and reporting tools.

Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

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.