Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Fmf&E Wealth Management, Pyramid Management Group, and Truist Securities. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s approach emphasizes long-term, diversified portfolios grounded in Modern Portfolio Theory and efficient-market principles, and it offers additional services such as employee financial-wellness programs and educational media.

Matthew Hall is a financial advisor with Hill Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with the Hill Investment Group since 2005, including its transition to Hill Investment Group Partners in 2021. Outside of advisory work, Hall is a member of the Entrepreneurs Organization and is an inventor associated with a St. Louis-based tech company that develops apps. Hill Investment Group Partners provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, utilizing primarily no-load mutual funds and ETFs with a buy-and-hold strategy.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. 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 follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.

Ryan Potts is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Barber Financial Group, WR Wealth Planner LLC, Commerce Bank, and the University of Missouri. 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 discretionary and non-discretionary portfolio services, employing both fundamental and technical analysis to build individualized investment plans.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.

Derringer Huff is a CFP® with 10 years of industry experience, currently serving at Archford Capital Strategies, LLC. His prior roles include positions at Charles Schwab, Scottrade, and TD AMERITRADE. Outside of his advisory work, he assists as a trainer assistant for group fitness youth classes at Nutriformance. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses with investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a mix of independent managers, mutual funds, ETFs, individual securities, and proprietary models.

John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Dominic Grasse is a financial advisor at Correct Capital Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Correct Capital, he worked with Northwestern Mutual in various capacities, including wealth management and investment services, and has experience at Alex Baldwin State Farm and the University of Arkansas. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm provides investment management and financial planning services, building individualized plans with a focus on long-term asset allocation and incorporating both fundamental and technical analysis.

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.

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.

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.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. Monetary Management Group provides discretionary investment management services to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.