Cory Kraft is a CFP® with 37 years of industry experience, currently serving at Adk Wealth Advisory Group in St. Louis, MO. He has worked with LPL Financial since 1998 and has been with Kraft, Davis and Associates, LLC, operating as ADK Wealth Advisory Group, since 2015. Outside of financial advising, he is a business owner of Brownstone LLC, an entity that owns an airplane. ADK Wealth Advisory Group is an SEC-registered investment adviser providing fee-based investment management and financial planning to individual and high-net-worth clients. The firm offers retirement-plan advisory, hourly consulting, and tailored planning services, combining fundamental and technical analysis to manage portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and REITs.

Kenneth Bower is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He holds the Series 66 designation and is based in St. Louis, MO. Outside of his advisory role, he serves as a banking board member for Southern Bank. Clayton Financial Group provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations. The firm manages a significant asset base across its team and employs investment strategies that include fundamental and technical analysis, modern portfolio theory, and advanced techniques such as options and margin.

Anthony Kalinowski is a CFP® with 38 years of industry experience, currently serving at RBF Wealth Advisors. He has been with Roman, Butler, Fullerton & Co since 2010 and previously worked with Triad Advisors until 2023. Kalinowski is the owner and host of TheRetirementInsiders podcast, which focuses on retirement lifestyle topics. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Poonnasa Corn is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has worked at Edward Jones for 11 years before joining Compass Retirement Group LLC in 2026. Compass Retirement Group, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support. The firm uses asset-allocation models and third-party managers to construct portfolios and conducts periodic reviews as part of its investment management approach.

Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 license and has worked in various roles across different sectors including distribution and arena box office operations. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while maintaining flexibility to incorporate alternative investments and coordinated tax-sensitive decisions.

Kaleb Doyle is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Brand Asset Management Group, Inc., where he has been since 2026. Prior to that, he spent seven years at Moneta Group Investment Advisors, LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on strategic asset allocation and multi-manager portfolio construction. The firm offers specialized services including the Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high net worth clients.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at FMF&E Wealth Management for ten years before joining Parkwoods in 2024. Parkwoods Wealth Partners serves individuals—including high-net-worth clients—retirement plans, not-for-profits, foundations, and corporations, providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm uses a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, employing diversified allocations primarily with mutual funds, ETFs, and fixed-income ladders.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. 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, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

William Pepmeyer is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 credential with two years of industry experience. His prior roles include positions at VCI Wealth Management LLC and Maggie Obriens, along with various self-employed and other business ventures. FEFA Financial provides 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 mix of fundamental, quantitative, and cyclical analysis combined with modern portfolio theory, typically emphasizing equities and ETFs, and tailors model allocations to client risk profiles.

Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. 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 manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.

Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.

Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.

Kelly Richert is a CFP® with six years of industry experience. She is currently with Meramec Financial Planners, LLC and has prior experience at Clayton Financial Group, LLC and Parkside Financial Bank & Trust. Meramec Financial Planners LLC offers discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 accounts, utilizing a tailored approach that incorporates fundamental and technical analysis alongside modern portfolio theory.

Cameron Meehling is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Charles Schwab and TD Ameritrade. 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 alongside internally developed investment models, offering ongoing planning and portfolio oversight as a fiduciary.

Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.

Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. In addition to his advisory role, Moore oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning for individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

Paul Fullerton Jr. is a CFP® and holds a Series 66 license, currently serving at RBF Wealth Advisors in St. Louis, MO. He has seven years of industry experience, including roles at Triad Advisors and Partek Inc., and prior work at Baylor College of Medicine. 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 manages approximately $716 million in discretionary assets, employing diversified portfolios based on modern portfolio theory with fundamental and technical analysis.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. 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, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.