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Timothy C

Series 66

Saint Charles, MO

Axius Advisors LLC

Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Annuities
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Megan M

Series 65

St. Charles, MO

FYRA Capital Management

Megan Miener is a financial advisor at FYRA Capital Management with seven years of industry experience. She holds a Series 65 designation and has worked at Pineridge Advisors, LLC, Heise Advisory Group, and AE Wealth Management, LLC. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm serves individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, trusts, and estates, employing a multi-faceted investment approach that integrates fundamental, quantitative, and technical analysis alongside third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
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Michael M

Series 65, Series 63

St. Louis, MO

RBF Wealth Advisors

Michael Meara is a financial advisor at RBF Wealth Advisors in St. Louis, MO, with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Renaissance Financial Corp, Securian Financial Services, and Nexus Wealth Advisors LLC. Outside of his advisory work, he is the owner of Miguel 2016 LLC, a non-investment related legal entity established for personal tax and accounting purposes. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets across more than 1,200 client relationships, employing diversified portfolios consistent with modern portfolio theory and managing most accounts on a discretionary basis.

General retirement planning General estate planning guidance Cash flow / budgeting
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Lori T

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Annuities
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Zachary T

Series 65

Clayton, MO

Vista Finance, LLC

Zachary Thomas is a financial advisor at Vista Finance, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vista Finance, he worked at MassMutual NorthWest and spent several years employed at Chick-fil-A. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, using a fiduciary, client-driven process that incorporates both qualitative and quantitative analysis across a broad range of asset classes.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive
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Lindsey H

Series 66, Series 63

St. Louis, MO

Huntleigh Advisors, Inc.

Lindsey Holbrook is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 66 and Series 63 credentials with 11 years of industry experience. Her prior roles include positions at Wolfrum and Company, LLC, Huntleigh Securities Corporation, and David A Noyes & Company. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, and retirement plans. The firm offers asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with technical analysis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Catherine L

Series 66

St. Louis, MO

Prospera Financial Services, inc.

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 while joining Prospera in 2025. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Thomas T

Series 63, Series 65

St. Louis, MO

RubinBrown Advisors LLC

Thomas Tesar is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with RubinBrown Advisors since 2006. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, third-party managers, and tax-aware practices.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Bryce D

CFP®, Series 65

Saint Louis, MO

Krilogy

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.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Peter D

CFP®, ChFC®, Series 66

Chesterfield, MO

Arax Advisory Partners

Peter Donovan is a CFP®, ChFC®, and Series 66 licensed advisor with 22 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2025, following prior roles at Summit X, LLC and Equitable Advisors. Donovan serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and is involved in insurance agency activities as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of internal teams, external managers, and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Robert C

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Robert Chambers is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has worked at Huntleigh Advisors since 2020, following roles at Huntleigh Securities Corporation and Duncan & Perry. Outside of his advisory work, he is a 50% owner of Rowan and Chambers LLC, a non-securities-related limited liability company. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of strategies including its MindShare Small Companies program, which combines investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jaret P

Series 66

Clayton, MO

Smith, Moore & Co.

Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Sarah M

CFP®, Series 65

St. Louis, MO

Krilogy

Sarah Meyer is a financial advisor at Krilogy with one year of experience in the industry. She holds the CFP® and Series 65 designations. Her prior roles include positions at Moneta Group Investment Advisors, Express Scripts, and Commerce Bank. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth households, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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James W

CFP®, Series 63, Series 66

St. Louis, MO

Nwf Advisory Services Inc

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Wealth management Active portfolio management
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Brett S

Series 65, Series 63

St. Louis, MO

Krilogy

Brett Siegfried is a financial advisor with Krilogy, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Krilogy Financial LLC and JPMorgan Securities LLC. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with a combination of active and passive strategies and offers comprehensive portfolio management and financial planning services.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Roger L

Series 63, Series 65

Chesterfield, MO

First Heartland Consultants, Inc.

Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he is involved with an investment club account at TD Ameritrade. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based self-directed brokerage accounts, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Lon D

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Lon Dircks Jr. is a financial advisor with Huntleigh Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Bank of America, Merrill, and Morgan Stanley. He is based in St. Louis, MO. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a MindShare strategy focused on small- and micro-cap growth, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William S

CFA®, Series 63, Series 65

University City, MO

Victory Financial

William Stiles is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Victory Financial Group and Purshe Kaplan Sterling Investments, having previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of his advisory roles, he volunteers with Friends of Kids with Cancer and the Cystic Fibrosis Foundation. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified asset-allocation model portfolios based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Wealth management Retired Founder/Business Owner Approaching retirement
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Michael S

Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Cetera Wealth Services, and Larson Financial Group. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a range of model strategies and third-party platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Robert L

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Robert Link is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has worked with Huntleigh Securities Corporation since 1997. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, retirement-plan services, and third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including a distinctive MindShare Small Companies program that targets micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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