Thomas Podlesny is a financial advisor with Cortland Associates Inc. in St. Louis, MO, holding a Series 65 designation and 28 years of industry experience. He has been with Cortland Associates since 1992. Outside of his advisory role, he is a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, overseeing over $1 billion in discretionary assets with a small team.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

Todd Brand is a financial advisor at Brand Asset Management Group, Inc., holding a Series 65 designation with 28 years of industry experience. He has worked at Brand Asset Management Group since 2005 and previously at Brand Risk Management LLC from 2010 to 2019. 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 approach to portfolio construction and offers turnkey wealth management and family office services, including coordinated estate and accounting support.

Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.

Matthew Westhoff is a CFP® professional with 21 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2013. He is also involved with MBM Insurance Services and serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side-effects and impacts. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets, employing tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Ian Robertson is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Management Services since 2015. Outside of his advisory role, he owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm based in Salem, SC. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million in assets. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and serves both retail clients and other investment advisers.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FMF&E Wealth Management, LLC, and Pyramid Management Group. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm emphasizes a long-term, asset-allocation approach based on Modern Portfolio Theory and uses a combination of mutual funds, ETFs, DFA strategies, and fixed-income securities tailored to client needs.

Matthew Hall is a financial advisor with Hill Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with the Hill Investment Group since 2005, including its transition to Hill Investment Group Partners in 2021. Outside of advisory work, Hall is a member of the Entrepreneurs Organization and is an inventor associated with a St. Louis-based tech company that develops apps. Hill Investment Group Partners provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, utilizing primarily no-load mutual funds and ETFs with a buy-and-hold strategy.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. 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 follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.

Ryan Potts is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Barber Financial Group, WR Wealth Planner LLC, Commerce Bank, and the University of Missouri. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, employing both fundamental and technical analysis to build individualized investment plans.

Isaac Butler is a Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing two years of industry experience. His prior roles include positions at Foundations Investment Advisors, The Chamberlin Group, and Northwestern Mutual. Butler is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a discretionary management approach using model portfolios and a range of quantitative and fundamental techniques, serving a client base that includes high net worth individuals.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.

Christopher Schulenburg is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and at Clark Financial Services Group since 1991. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients with comprehensive financial planning and portfolio management, utilizing both third-party model portfolios and tactical strategies. The firm manages approximately $499 million for about 421 clients through a team of five advisors.

Derringer Huff is a CFP® with 10 years of industry experience, currently serving at Archford Capital Strategies, LLC. His prior roles include positions at Charles Schwab, Scottrade, and TD AMERITRADE. Outside of his advisory work, he assists as a trainer assistant for group fitness youth classes at Nutriformance. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses with investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a mix of independent managers, mutual funds, ETFs, individual securities, and proprietary models.

Dominic Grasse is a financial advisor at Correct Capital Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Correct Capital, he worked with Northwestern Mutual in various capacities, including wealth management and investment services, and has experience at Alex Baldwin State Farm and the University of Arkansas. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm provides investment management and financial planning services, building individualized plans with a focus on long-term asset allocation and incorporating both fundamental and technical analysis.

Milton Beile III is a financial advisor at Vestech Asset Management Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of advisory work, he operates a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios and offers discretionary trading authority, incorporating strategies such as margin, short sales, and option writing.

William Carey is a financial advisor with Cortland Associates Inc. in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Cortland Associates since 1989. Carey is a managing member of several entities that manage investments in Chinese antiquities, a role he has held since 2005. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, retirement plans, and endowments. The firm employs an all-cap value equity strategy combined with customized balanced allocations, emphasizing concentrated portfolios based on detailed fundamental research.