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.

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.

Charles Mcenery III is an investment professional at Orion Investment Company in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sauer, Dazey Investment Company since 2015. Outside of his advisory role, he serves as trustee of a residential subdivision. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and institutional entities such as banks and sovereign-wealth clients. The firm emphasizes a long-term investment approach based on a written "Target Portfolio," focusing on income generation, individual security selection, and low turnover.

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.

Zachary Kratofil is a CFP® professional with nine years of industry experience. He has worked at Clayton Financial Group, LLC since 2019 and previously held roles at Moneta Group Investment Advisors, LLC from 2013 to 2019. Clayton Financial Group serves individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations by providing ongoing asset management alongside financial planning and consulting. The firm applies fundamental and technical analysis and modern portfolio theory in its investment process and offers services including executive benefits and equity-compensation planning.

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.

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Robert Jones Jr. is a Series 65-licensed financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience and is part of a six-advisor team. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm focuses on proprietary Artesys model portfolios emphasizing asset allocation and diversification, and serves as an ERISA §3(38) investment manager as well as a subadviser to collective investment trusts.

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.

John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, using fundamental analysis and maintaining focused portfolios with regular performance reviews.

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

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® professional with 34 years of experience in the financial services industry. He is currently with Bridgewater Asset Management LLC and has previously worked at HighPoint Advisor Group, LPL Financial LLC, and UBS Financial Services. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm employs strategic and tactical asset allocation models and uses a combination of fundamental and technical analysis to guide portfolio supervision and trading.

Andrew Buehler is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at TD Ameritrade and Calton & Associates, Inc. He also serves as an advisor with the Council of Financial Educators, presenting information on retirement topics. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored plans, foundations, and trusts. The firm emphasizes asset allocation across equities, ETFs, and mutual funds using fundamental, quantitative, and technical analysis, and incorporates written client profiles and multi-generational wealth plans in its process.

Karson Westhoff is a Series 65-licensed advisor at Moment Private Wealth in Saint Louis, MO, with one year of industry experience. His background includes roles at Focus Financial Wealth, ProPartners Team, and the University of Missouri-Columbia. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing investment management and holistic financial planning with an emphasis on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory.

Craig Hoagland is a CFA® charterholder and registered investment adviser with 28 years of industry experience. He has been with Anderson Hoagland & Co since 1996. Outside of his advisory role, Mr. Hoagland serves on the board of directors of Western Construction Group, a privately owned construction company in St. Louis. Anderson Hoagland & Co provides discretionary investment management and financial consulting for individuals, high-net-worth clients, corporations, pension plans, trusts, and charitable organizations. The firm focuses on fundamental equity selection and fixed-income management, maintaining portfolios typically composed of 20–30 stocks held for one to three years, and it also offers consulting on private investments.