Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing 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 including options strategies and Market Participation Structured Products.

Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. 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 employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Grant Giardino is a CFP® professional with four years of industry experience, currently serving at Dew Wealth Management. Before joining Dew Wealth Management, he worked at Plancorp, SABATKA & CO., and held roles at Kansas State University and other organizations. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its multi-step family office services.

Joshua Wright is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Service, LLC for 11 years. Wright serves on the board of directors for FV Services, Inc. and is vice president and secretary of the Sainte Genevieve Oktoberfest organization. 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 follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.

Samuel Hanger is a CFP® and ChFC® with 11 years of industry experience. He has been with Archford Capital Strategies, LLC since 2015 and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Private Client Services. He serves on the Foundation Board of Finance Committee at the Southern Illinois College of Belleville, overseeing investments and expenditures. 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 offers customized, primarily long-term portfolio construction using various investment vehicles and specialized solutions such as options strategies and Market Participation Structured Products.

Adam Goldstein is a CFP® professional with 11 years of industry experience, currently serving as an advisor at IFG Advisors, LLC since 2021. Prior to joining IFG Advisors, he worked at Buckingham Asset Management, LLC for eight years. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and tailors services to client objectives and risk profiles.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Mosaic Family Wealth Partners, Allstate Insurance Company, and Lindenwood University. He serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach utilizing fundamental analysis to construct and monitor diversified portfolios.

Sarah Pinkley is a financial advisor at Meramec Financial Planners, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Clayton Financial Group, LLC, Saxony Capital Management, LLC, and Saxony Securities, Inc. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, offering asset management, financial planning, and retirement-plan services with both discretionary and non-discretionary management tailored to client goals and risk tolerances. The firm employs a multi-advisor team approach and provides fiduciary plan services alongside individualized wealth management.

Andrew Shenberg is a financial advisor at Anderson Hoagland & Co with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Saxony Securities and Krilogy Financial. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach includes fundamental equity selection focused on businesses that earn cash returns above their cost of capital, as well as fixed-income strategies guided by economic and interest-rate outlooks.

Jennie Helm is a financial advisor at Meramec Financial Planners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Clayton Financial Group, LLC and Moneta Group Investment Advisors. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, comprehensive financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, tailoring strategies to client goals using fundamental and technical analysis alongside modern portfolio theory.

Timothy Durbin is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked for PNC Bank and PNC Investments for ten years. In addition to his advisory role, Durbin is a licensed insurance agent involved in the sale of accident, health, sickness, and life insurance. 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 and employs a multi-advisor team approach focused on strategic asset allocation, supplemented by tactical adjustments based on comprehensive market analysis.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds the Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at STIFEL, Commerce Brokerage Services Inc, and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and proprietary investment models and serves high-net-worth clients with ongoing planning and portfolio oversight.

Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.

Nell Schiffer is a financial advisor at Hill Investment Group with eight years of industry experience. She holds a Series 65 designation and has worked at Hill Investment Group in various capacities since 2017, including at Hill Investment Group Partners, LLC since 2021. Prior to that, she was employed at Enervest, LTD. from 2014 to 2017. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm’s investment approach is based on modern portfolio theory, emphasizing diversified, rules-based allocations primarily using no-load mutual funds and ETFs, with a buy-and-hold strategy and low turnover.

Chris Griesedieck is a CFP® professional with 26 years of industry experience, currently serving at Zemenick & Walker, Inc. since 1999. He participates in an investment club with approximately 30 members and holds a role as an advisory director at Central Bank of St. Louis. Zemenick & Walker, Inc. is an independent, fee-only investment adviser that provides portfolio management and financial planning for high-net-worth individuals, foundations, and other institutional clients. The firm uses a team-based approach with a predominately non-discretionary model, emphasizing diversification and formal client approval of trades.

Lucas Becker is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Fieldpoint Equity and Go Semo Fiber. Wheelhouse Advisory Group serves individuals, families, trusts, estates, and businesses by providing financial planning, investment management, and insurance products. The firm manages discretionary portfolios of approximately $388 million using fundamental analysis and internally developed investment models, and incorporates AI tools for meeting recordkeeping without relying on them for investment decisions.

Jeremy Phillips is a financial advisor at Anderson Hoagland & Co with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Colorado Wealth Group, LLC, MML Investors Services, Mass Mutual Life Insurance Company, and Stifel Nicolaus. 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 emphasizes fundamental equity selection and investment-grade fixed income, managing accounts primarily on a fully discretionary basis while coordinating with clients’ other advisers on tax and estate matters.

Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.

John Dwyer is a CFA® charterholder with 21 years of industry experience. He has been with Sunpointe Investments since 2017 and previously worked at MMC Securities Corp. and Mercer. He serves as Vice President and President of the CFA Society of St. Louis. 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 that blends active and passive strategies, incorporates behavioral analysis, and offers family-office services and consolidated performance reporting.