James Gissy is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Capital Management Services since 1986. Outside of advising, he owns Gissy Group LLC, which manages office condominium rentals. Capital Management Services provides portfolio management for individuals, trusts, businesses, and employee benefit plans, as well as serving as a money manager for other investment advisers. The firm utilizes a tactical asset allocation approach with mutual funds and ETFs, incorporating 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.

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 with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 66 licenses and having three years of industry experience. Qin also manages a real estate property management business, 39 North Properties, where duties include rent collection, maintenance requests, and occupancy management. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to manage discretionary portfolios, often utilizing advanced strategies and third-party sub-managers.

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.

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.

Michael Meara is a financial advisor at RBF Wealth Advisors with 32 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Renaissance Financial Corp, Securian Financial Services, and Nexus Wealth Advisors LLC. Outside of advising, he owns Miguel 2016 LLC, a personal legal entity for tax and accounting purposes. RBF Wealth Advisors provides fee-based investment management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm manages approximately $716 million in discretionary assets and employs diversified portfolios aligned with modern portfolio theory, primarily on a discretionary basis with regular reviews.

George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Monetary Management Group Inc since 2013. He holds Series 63 and 65 licenses and is based in St. Louis, MO. Monetary Management Group provides discretionary investment management 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 registered investment adviser representatives act as portfolio managers, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon using fundamental, technical, and cyclical analysis.

Lucas Wapinsky is a financial advisor at FEFA Financial with six years of industry experience. He holds a Series 65 designation and has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. In addition to advisory work, he is involved in insurance sales and serves as a retirement planner and disability retirement director with FEFA ADVISORS LLC. 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’s investment approach combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs and using model allocations tailored to client risk profiles.

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

Timothy Neer is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities and Prudential Insurance Company. Outside of Gradient Advisors, he is involved with Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers investment management and consulting primarily through a network of Investment Advisor Representatives and third-party money managers, operating largely on a non-discretionary basis with a focus on client risk tolerance and using a variety of analytical methods in portfolio management.

Catherine Lampe is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Saleeby & Associates since 2007, in addition to her current role at Prospera. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations for both discretionary and non-discretionary account management.

Brett Lawless is a financial advisor with CreativeOne Wealth, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has held prior roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, and Ameriprise Financial Services, Inc. Outside of advising, Lawless is an owner of two real estate development companies, Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through proprietary model portfolios and third-party managers, employing various analytical methods and a range of investment vehicles tailored to client objectives.

Eric Anderhub is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved in managing a family-owned rental property. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning services.

Bryce Dalrymple is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Krilogy Financial since 2020 and previously held positions at Clayco and Professional Employment Group. Bryce is based in Saint Louis, MO. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub-advisory model delivery, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.