Jason Niemann is a CFA® charterholder with 20 years of industry experience. He has worked at Droms Strauss Wealth Management since 2019 and previously held positions at Busey Capital Management and Fifth Third Securities. Jason is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Droms Strauss Wealth Management is a six-advisor registered investment adviser managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized investment management and integrated financial planning, utilizing a fundamental analysis and modern portfolio theory approach with an emphasis on asset allocation.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. 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 discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FEFA Financial, he worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial offers 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 employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs tailored to client risk profiles.

Jeffrey Larson is a financial advisor at 25 Financial in Saint Louis, MO, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only non-profit social organization. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm tailors investment programs based on client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

August Goldkamp is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management LLC and VCI Wealth Management LLC. Goldkamp is also licensed as an insurance agent through FEFA Advisors LLC, where he conducts insurance sales on a commission basis. 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with an emphasis on equities and ETFs, tailoring model allocations to client risk profiles.

Michael Murphy is a financial advisor at Droms Strauss Wealth Management in St. Louis, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with Droms Strauss Wealth Management since 2009 and previously worked at Polaris Capital Advisors, Walnut Street Securities, LPL Financial, and WS Griffith Securities. Droms Strauss Wealth Management provides customized investment management and financial planning services to high-net-worth individuals, trusts and estates, pension plans, charitable organizations, and businesses. The firm employs a disciplined investment process focused on asset allocation and modern portfolio theory, managing approximately $806 million in client assets across various investment vehicles.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. 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 uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.

Joseph Beck is a financial advisor with IFG Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has experience spanning several firms, including Mercy, IntelliCentrics, Vizient, and Ascension - The Resources Group. IFG Advisors provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using primarily mutual funds and ETFs tailored to each client’s risk profile and objectives.

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

Nathan Rivera is a financial advisor at RBF Wealth Advisors in St. Louis, MO. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Edward Jones. 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 investment approach incorporating both fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

James Gissy is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Capital Management Services since 1986. Outside of advising, he is the owner of Gissy Group LLC, a business involved in office condominium rentals. Capital Management Services provides ongoing portfolio management to individuals, trusts, businesses, and employee benefit plans, and also serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

Erin Burks is a financial advisor at Syntegra Private Wealth Group LLC with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including Edward Jones, Ameriprise Financial Services, and Securities America. In addition to her advisory role, Burks is employed by MV High Performance, an LLC unrelated to investment activities, and serves as a notary public. 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 variety of quantitative and fundamental techniques, serving a diverse client base with approximately $1.4 billion in discretionary assets across a 12-advisor team.

Jianan Qin is a financial advisor at Vestech Asset Management Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Qin manages operations at 39 North Properties, a real estate property management business. 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 portfolios, often with discretionary trading authority.

Russ Phillips is a financial advisor at Terril & Company with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Terril & Company in 2023. Terril & Company is an SEC-registered investment adviser managing approximately $988 million in discretionary assets for individuals, pension plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis, a long-term holding horizon, and employs quantitative asset-selection models, offering a concentrated portfolio approach that includes the use of derivatives and a range of traditional and nontraditional investments.

Julio Mendez is a financial advisor at TBG-Bedford Group LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Edward Jones. Prior to entering financial services, he spent seven years at Medtronic Inc. 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.

Robert Butler Jr. is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Triad Advisors, Inc. since 1998 and has been associated with Roman, Butler, Fullerton & Co. since 1981. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages diversified portfolios using fundamental and technical analysis, overseeing approximately $716 million in discretionary assets.

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.

Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Monetary Management Group since 1998 and also spent four years at Moloney Securities Co., Inc. In addition to his advisory role, he is a licensed insurance producer with qualifications in multiple lines including life, casualty, and variable annuities. 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 delivers portfolio management through its registered investment adviser representatives using fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.