Milton Beile III is a financial advisor at Vestech Asset Management Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of advisory work, he operates a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios and offers discretionary trading authority, incorporating strategies such as margin, short sales, and option writing.

William Carey is a financial advisor at Cortland Associates Inc. in St. Louis, Missouri, with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cortland Associates since 1989. Outside of his advisory role, Carey manages investments in Chinese antiquities through several related entities. Cortland Associates is a fee-based investment adviser serving individuals, trusts, retirement plans, and endowments. The firm manages discretionary equity and balanced portfolios using an all-cap value equity strategy combined with customized fixed income allocations, based on detailed fundamental research and tailored to client specifications.

Timothy Dew is a financial advisor with FRA Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to joining FRA Wealth Management in 2022, he worked for eight years at Logistic Resource Solutions. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, utilizing an open-architecture investment model that combines passive and active managers and addresses a variety of financial planning needs including retirement and estate planning. The firm manages a large client base with a small advisory team and offers both discretionary and non-discretionary portfolio management.

Kyle Milfeld is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and having six years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Tinuum Services LLC before joining TBG-Bedford Group and Private Client Services, LLC. TBG-Bedford Group offers financial planning, consulting, investment management, and retirement plan consulting to a variety of clients, employing a long-term, disciplined investment approach focused on strategic asset allocation and risk management through customized portfolios.

William Newbold is a financial advisor at Terril & Company with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and JPMorgan Chase Bank, N.A. He serves as a trustee and board chairman of Our Little Haven, a nonprofit providing care for abused and neglected children. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension plans, trusts, and other entities. The firm emphasizes fundamental analysis and long-term holdings, employing a concentrated portfolio approach with both discretionary management and occasional consulting.

Blake Williams is a financial advisor at Slagle Financial, LLC with three years of industry experience. He holds a Series 65 designation. Prior to joining Slagle Financial, he worked at Coldwell Banker Brown for one year and spent sixteen years in other roles not specified. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm uses a globally diversified investment approach based on modern portfolio theory, emphasizing index mutual funds and ETFs, and offers both internal portfolio management and recommendations of third-party managers with ongoing oversight.

H Curtis Ittner Jr. is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2013 to 2026. Outside of his advisory role, he serves on several nonprofit boards, including as President of Clay-Ro Emergency Relief, Inc., and Chairperson of the Productive Living Board. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan services 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 mix of mutual funds, ETFs, individual securities, private vehicles, and third-party managers.

David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.

Anthony Rich is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Rich serves as a Public Affairs Flight Commander for the Missouri Air National Guard and is a board member of St. Joseph School, a private Catholic school. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and manages client portfolios on a discretionary basis.

Robert Ensor is a CFA® charterholder with 14 years of industry experience. He has worked at Argos Investment Advisors LLC since 2008 and is currently associated with Argos Capital Partners, LLC in St. Louis, MO. Argos Capital Partners provides investment advisory and financial planning primarily to ultra-high net worth families connected to Argos Family Office, as well as select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while integrating active managers and alternative strategies where appropriate, and it manages several private funds with both discretionary and non-discretionary assets.

Robert Reidelberger is a financial advisor with RDA Financial Network in O'Fallon, IL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Visionary Wealth Advisors, LPL Financial, and The Roth Companies. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Susan Sommer is a Certified Financial Planner® with 34 years of industry experience. She is currently an advisor at Universal Financial Advisors, LLC and has held prior roles at OSAIC, Securities America, Inc., Beam Asset Management, and PFG Advisors, LLC. Outside of her advisory work, she participates in a women's networking group focused on marketing collaboration among financial professionals. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm’s investment approach emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.

Grant Richars is a financial advisor at Universal Financial Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience with Northwestern Mutual and Four Process. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages portfolios based on asset allocation and diversification principles, tailoring strategies to client risk tolerance and time horizon.

Robert Barrale is a CFP® and Series 65-designated advisor with nine years of industry experience. He has been with KEB Wealth Advisors since 2014 and previously worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services to individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and coordination with an affiliated accounting firm for integrated tax and estate planning.

James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

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 at Dew Wealth Management with four years of industry experience. He previously worked at Plancorp, SABATKA & CO., and has held roles at Kansas State University and Lombardo & Sons. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension plans, and charitable organizations, offering various wealth services from family office assessments to retirement plan consulting. The firm combines financial planning with investment management and coordination of outside professionals, utilizing both discretionary and non-discretionary approaches and employing tools such as direct indexing and data aggregation.

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.