Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.

Kelly Richert is a CFP® with six years of industry experience. She is currently with Meramec Financial Planners, LLC and has prior experience at Clayton Financial Group, LLC and Parkside Financial Bank & Trust. Meramec Financial Planners LLC offers discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 accounts, utilizing a tailored approach that incorporates fundamental and technical analysis alongside modern portfolio theory.

Cameron Meehling is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Charles Schwab and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis alongside internally developed investment models, offering ongoing planning and portfolio oversight as a fiduciary.

Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.

Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. In addition to his advisory role, Moore oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning for individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

Paul Fullerton Jr. is a CFP® and holds a Series 66 license, currently serving at RBF Wealth Advisors in St. Louis, MO. He has seven years of industry experience, including roles at Triad Advisors and Partek Inc., and prior work at Baylor College of Medicine. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets, employing diversified portfolios based on modern portfolio theory with fundamental and technical analysis.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Joshua Rood is a financial advisor at Severin Investments LLC in St. Louis, MO, holding a Series 65 license with one year of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors with discretionary portfolio management, financial planning, and estate-planning support. The firm uses proprietary model portfolios and an investment policy statement process, combining fundamental and technical analysis through an internal Investment Committee.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors in St. Louis, MO, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Buckingham Asset Management. Outside of advising, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments.

Jeffery Campos is a financial advisor at Wheelhouse Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and delivers ongoing planning and portfolio oversight under fiduciary agreements.

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, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.