Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Grant Giardino is a CFP® professional at Dew Wealth Management with four years of industry experience. He previously worked at Plancorp, SABATKA & CO., and has held roles at Kansas State University and Lombardo & Sons. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension plans, and charitable organizations, offering various wealth services from family office assessments to retirement plan consulting. The firm combines financial planning with investment management and coordination of outside professionals, utilizing both discretionary and non-discretionary approaches and employing tools such as direct indexing and data aggregation.

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.

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.

Josip Pehar is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has prior experience with Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Pehar serves in the U.S. Coast Guard Reserve as a Reserve Command Master Chief. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory to tailor model allocations according to client risk profiles.

Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.

Samuel Hanger is a CFP® and ChFC® with 12 years of industry experience. He has worked at Archford Capital Strategies, LLC since 2015 and held roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2016 to 2023 and Private Client Services from 2023 to 2025. He serves on the Foundation Board of Finance Committee at Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm constructs customized portfolios using various investment vehicles and offers specialized services such as trustee-related offerings and charitable giving programs.

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 experience in the financial services industry. He is currently with Mosaic Wealth, where he has worked since 2018, following prior roles including positions at Allstate Insurance Company and Lindenwood University. Lehmann serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth provides wealth management, portfolio management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, fiduciary approach using fundamental analysis and offers access to various investment vehicles and credit solutions.

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.

Jennie Helm is a financial advisor at Meramec Financial Planners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Clayton Financial Group, LLC and Moneta Group Investment Advisors. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, comprehensive financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, tailoring strategies to client goals using fundamental and technical analysis alongside modern portfolio theory.

Timothy Durbin is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked for PNC Bank and PNC Investments for ten years. In addition to his advisory role, Durbin is a licensed insurance agent involved in the sale of accident, health, sickness, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a multi-advisor team approach focused on strategic asset allocation, supplemented by tactical adjustments based on comprehensive market analysis.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Stifel, Commerce Brokerage Services, TD Ameritrade, and several other financial and legal firms. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and proprietary models, and incorporates AI tools for meeting documentation while maintaining fiduciary oversight.

Donald Vaught is a financial advisor with Adk Wealth Advisory Group, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Kraft, Davis and Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and previously worked at LPL Financial in 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that serves individual and high-net-worth clients through fee-based investment management and financial planning. The firm manages portfolios using both fundamental and technical analysis across a variety of asset classes, offering discretionary management, rebalancing, and specialized services such as dynamic currency hedging.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.

Nell Schiffer is a financial advisor at Hill Investment Group with eight years of industry experience. She holds a Series 65 designation and has worked at Hill Investment Group in various capacities since 2017, including at Hill Investment Group Partners, LLC since 2021. Prior to that, she was employed at Enervest, LTD. from 2014 to 2017. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm’s investment approach is based on modern portfolio theory, emphasizing diversified, rules-based allocations primarily using no-load mutual funds and ETFs, with a buy-and-hold strategy and low turnover.