Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.

Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.

Gail Wild is a financial advisor at Mosaic Wealth with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment process grounded in fundamental analysis and offers customized portfolio construction using a range of investment vehicles.

Christopher Gardner is a CFP® professional with 15 years of industry experience. He joined Parkwoods Wealth Partners, LLC in 2024 after a 23-year tenure at Fmf&E Wealth Management, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations in mutual funds, ETFs, and fixed-income ladders.

Dustin Mercer is a financial advisor at Archford Capital Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Archford, he worked at Murray State and Virginia Tech and taught at Weddington High School. 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 emphasizes customized, primarily long-term portfolio construction using a variety of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Fred Sauer is a financial advisor at Orion Investment Company in St. Louis, MO, holding a Series 63 designation and with 30 years of industry experience. He has been with Orion Investment Company since 1988 and serves as the firm's president. Outside of his advisory role, he is president of Americas Cultural Studies, a publishing business. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and various institutional entities. The firm emphasizes a long-term, low-turnover investment approach centered on a written Target Portfolio developed over a three- to five-year horizon.

Christopher Bloomstran is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Semper Augustus Investments Group LLC since 1998, where he is one of two advisors. The firm provides discretionary investment management to individuals, pension plans, trusts, and other entities, employing a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with long-term orientation and tactical adjustments. Semper Augustus manages a large asset base with a small team and sponsors a private pooled vehicle that uses leverage and derivatives for certain qualified accounts.

Damon Cetro is a financial advisor at Wheelhouse Advisory Group, LLC with one year of industry experience. Before joining Wheelhouse Advisory Group in 2023, he worked for six years at the Special School District of St. Louis County. He holds a Series 65 credential and owns a home repair business, Jeffco Handyman LLC. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis and proprietary investment models to implement diversified portfolios, serving a range of clients including high-net-worth individuals.

Cheryl Obrien is a financial advisor at Anderson Hoagland & Co with 11 years of industry experience. She has held positions at Anderson Hoagland since 2018 and previously worked at PNC Investments from 2014 to 2018. Obrien holds the Series 66 designation and is based in St. Louis, MO. 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 employs fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis and offering consulting on private, non-public investments.

Jacob Brydels is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and serves a range of clients, including high-net-worth individuals.

William Albair is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. His previous roles include positions at PFG Advisors, LLC, Securities America, Inc., BEAM Asset Management, and Financial and Investment Management Advisors, Inc. In addition to advisory work, he maintains a licensed insurance agent role. Universal Financial Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, with an investment approach centered on asset allocation and diversification guided by Modern and Post-Modern Portfolio Theory.

Matthew Bower is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He is based in St. Louis, MO and is part of an eight-advisor team. Clayton Financial Group serves individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations by providing asset management alongside financial planning and consulting. The firm employs fundamental and technical analysis, modern portfolio theory, and offers both discretionary and non-discretionary portfolio management, with specialized services including executive benefits and equity-compensation planning.

Ryan Furlong is a CFP® with nine years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2024. His prior experience includes roles at PurposePath Capital, Facet Wealth, Brooklyn FI, The Worley Banks Group, and Buckingham Wealth Management. Furlong is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning services. The firm utilizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, and it extends its advisory capabilities through affiliations with an accounting firm and educational media offerings.

Christopher Dorsey is a financial advisor at Slagle Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial and Peak Insurance Agency since 2011. In addition to his advisory role, Dorsey is an insurance agent for Peak Insurance Agency. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals and risk tolerance. The firm uses a globally diversified investment approach with an emphasis on index mutual funds and ETFs, and it operates ten offices across multiple locations.

Tracy Sullivan is a Series 66-licensed financial advisor with one year of experience at Compass Retirement Group. Prior to joining Compass, she worked at Edward Jones for eight years and spent four years at Mercy. Outside of her advisory work, she operates Small Batch Sanctuary LLC, a yoga instruction business, and is the owner of Discipleship Collaborative LLC, which involves book authorship, public speaking, and ministry-related activities. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, financial planning, and estate-planning support using technology-driven solutions and asset allocation models.

Rishi Ghosh is a financial advisor at Wheelhouse Advisory Group, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Duncan Financial Management, Inc. for eight years. Outside of advising, he owned an LLC that managed insurance commissions, which was terminated in 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials, serving a diverse client base that includes high-net-worth individuals and institutional accounts.

Kevin Lisch is a financial advisor at Mosaic Wealth with a Series 65 designation and two years of industry experience. He previously worked with the Sydney Kings from 2016 to 2023 and has been with Mosaic Family Wealth since 2023. Outside of his advisory role, he serves as a member of the Billiken Athletics Hall of Fame Committee and coaches 7th grade boys basketball for Freeburg Community Consolidated School District 70. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, and third-party sub-advisers while monitoring accounts annually or as needed.

Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.

Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.