Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.

David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. 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’s advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.

Robert Ensor is a CFA® charterholder with 14 years of industry experience. He has worked at Argos Investment Advisors LLC since 2008 and is currently associated with Argos Capital Partners, LLC in St. Louis, MO. Argos Capital Partners provides investment advisory and financial planning primarily to ultra-high net worth families connected to Argos Family Office, as well as select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while integrating active managers and alternative strategies where appropriate, and it manages several private funds with both discretionary and non-discretionary assets.

Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

Grant Giardino is a CFP® professional with four years of industry experience, currently serving at Dew Wealth Management. Before joining Dew Wealth Management, he worked at Plancorp, SABATKA & CO., and held roles at Kansas State University and other organizations. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its multi-step family office services.

Christopher Winkelmann is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.

Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also an independent contractor in the hospitality industry, focusing on corporate meetings and incentive travel. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of quantitative and fundamental investment techniques and manages client assets through tailored discretionary portfolios using both in-house and third-party model strategies.

Joshua Wright is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Service, LLC for 11 years. Wright serves on the board of directors for FV Services, Inc. and is vice president and secretary of the Sainte Genevieve Oktoberfest organization. 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 follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.

Payton La Foy is a CFP® and Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing one year of industry experience. Prior to his current role, he worked at Private Client Services, LLC and OSAIC. La Foy also has experience in client service within the investment sector. Syntegra Private Wealth Group LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management focused on ETFs, mutual funds, and individual securities, utilizing a combination of quantitative and fundamental strategies supported by a 12-advisor team managing over $1.3 billion in discretionary assets.

Adam Goldstein is a CFP® professional with 11 years of industry experience, currently serving as an advisor at IFG Advisors, LLC since 2021. Prior to joining IFG Advisors, he worked at Buckingham Asset Management, LLC for eight years. 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 employs a globally diversified investment approach based on modern portfolio theory and tailors services to client objectives and risk profiles.

Michelle Borawski is a financial advisor at Park Avenue Investment Advisory, LLC, holding a Series 65 credential with three years of industry experience. She has worked at multiple firms, including Guardian Life Insurance Company and AE Wealth Management, LLC. Outside of her advisory role, she owns a small business called Perfectly Smudged and is involved in pet sitting through Rover. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages client assets on a discretionary basis using model portfolios and third-party investment managers accessed via technology platforms, and offers supplemental services such as financial planning and business exit consulting.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Mosaic Family Wealth Partners, Allstate Insurance Company, and Lindenwood University. He serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach utilizing fundamental analysis to construct and monitor diversified portfolios.

Douglas Rothermich is a financial advisor at Fidelis Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at TIAA-CREF Trust Co., FSB for 26 years. Outside of his advisory role, he contributes investment-related content to Kiplinger without compensation. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside financial planning and business consulting.

Sarah Pinkley is a financial advisor at Meramec Financial Planners, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Clayton Financial Group, LLC, Saxony Capital Management, LLC, and Saxony Securities, Inc. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, offering asset management, financial planning, and retirement-plan services with both discretionary and non-discretionary management tailored to client goals and risk tolerances. The firm employs a multi-advisor team approach and provides fiduciary plan services alongside individualized wealth management.

Andrew Shenberg is a financial advisor at Anderson Hoagland & Co with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Saxony Securities and Krilogy Financial. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach includes fundamental equity selection focused on businesses that earn cash returns above their cost of capital, as well as fixed-income strategies guided by economic and interest-rate outlooks.

Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.