Michael Orr is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. 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 range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

John Terril is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings, uses quantitative models for different risk profiles, and employs a concentrated portfolio approach with occasional use of derivatives and nontraditional investments.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

Joseph Bartmess is a financial advisor at LVZ, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial for 11 years before joining LVZ in 2022. Bartmess is involved in several nonprofit and community organizations, including serving as a director on the Wildwood Family YMCA Branch Board of Advisors and holding leadership roles in various local nonprofits and service clubs. LVZ, Inc. serves more than 2,400 clients through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, consulting, and third-party manager selection across a range of client types, utilizing a variety of portfolio styles and sub-strategies that primarily use ETFs, mutual funds, and other pooled investment vehicles.

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.

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.

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.

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.

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

David Rolfe is a CFA® charterholder with 33 years of industry experience. He has been with Wedgewood Partners, Inc. since 1992. The firm provides discretionary portfolio management primarily through its Large Cap Growth product to high-net-worth individuals, institutional clients, and serves as a sub-adviser to investment companies. Wedgewood’s investment approach is concentrated and owner-oriented, focusing on long-term holdings selected through quantitative and qualitative analysis.

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.