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 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.

Christopher Winkelmann is a Certified Financial Planner® with 27 years of industry experience. He is affiliated with Bridgewater Asset Management LLC and Highpoint Advisor Group, LLC, and holds Series 63 and Series 65 licenses. His career includes over a decade of service at Bridgewater Asset Management and LPL Financial. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs tailored portfolio supervision using strategic and tactical asset allocation with a range of securities, reviewing portfolios at least quarterly.

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.

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.

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® with two years of industry experience, currently with Syntegra Private Wealth Group LLC. Prior to joining Syntegra, Payton worked at Private Client Services, LLC and OSAIC. Outside of advising, Payton has a background that includes positions at Lindenwood University and various businesses unrelated to finance. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charities, and businesses. The firm employs a discretionary management approach using proprietary model portfolios and a combination of quantitative and fundamental investment techniques.

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.

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.

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.

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.

Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. Prior to that, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, Inc., and Securian Financial Services, Inc. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets for around 600 clients using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.