Joseph Beck is a financial advisor with IFG Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has experience spanning several firms, including Mercy, IntelliCentrics, Vizient, and Ascension - The Resources Group. IFG Advisors provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using primarily mutual funds and ETFs tailored to each client’s risk profile and objectives.

James Steiner is a financial advisor at Mosaic Wealth with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of his advisory work, he serves on the advisory board of a medical marijuana business and is the treasurer of a nonprofit organization in Naples, Florida. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment process with customized portfolio construction and comprehensive financial planning services.

Chad Tobin is a financial advisor at Slagle Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2009. Tobin also works with Illinois Benefit Services, Inc. and is an independent life and health insurance agent. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to client goals, time horizons, and risk tolerances. The firm employs a globally diversified investment approach focused on fundamental security analysis and uses index mutual funds and ETFs, alongside third-party manager selection and ongoing portfolio monitoring.

Duncan Highmark is a CFP® with 30 years of industry experience, currently serving at Mosaic Wealth. He has been with Purshe Kaplan Sterling Investments since 2015 and was President and Principal of Mosaic Family Wealth, LLC until 2021. Outside of his financial advisory work, he serves on the Board of Directors for the St. Louis Sports Commission and works as a color analyst for St. Louis University men's basketball games on Fox Sports Midwest. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis approach with customized portfolios and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Charles Mcenery III is an investment professional at Orion Investment Company in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sauer, Dazey Investment Company since 2015. Outside of his advisory role, he serves as trustee of a residential subdivision. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and institutional entities such as banks and sovereign-wealth clients. The firm emphasizes a long-term investment approach based on a written "Target Portfolio," focusing on income generation, individual security selection, and low turnover.

Scott Iverson is a CFP® and ChFC® with 10 years of industry experience. He has been with Claris Advisors, LLC since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy using primarily passive mutual funds and collaborates with third-party sub-advisers for specialized mandates.

David Rolfe is a CFA® charterholder with 33 years of industry experience. He has been with Wedgewood Partners, Inc. since 1992. The firm provides discretionary portfolio management primarily through its Large Cap Growth product to high-net-worth individuals, institutional clients, and serves as a sub-adviser to investment companies. Wedgewood’s investment approach is concentrated and owner-oriented, focusing on long-term holdings selected through quantitative and qualitative analysis.

Zachary Kratofil is a CFP® professional with nine years of industry experience. He has worked at Clayton Financial Group, LLC since 2019 and previously held roles at Moneta Group Investment Advisors, LLC from 2013 to 2019. Clayton Financial Group serves individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations by providing ongoing asset management alongside financial planning and consulting. The firm applies fundamental and technical analysis and modern portfolio theory in its investment process and offers services including executive benefits and equity-compensation planning.

Robert Jones Jr. is a Series 65-licensed financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience and is part of a six-advisor team. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm focuses on proprietary Artesys model portfolios emphasizing asset allocation and diversification, and serves as an ERISA §3(38) investment manager as well as a subadviser to collective investment trusts.

Julio Mendez is a financial advisor at TBG-Bedford Group LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Edward Jones. Prior to entering financial services, he spent seven years at Medtronic Inc. 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 employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a variety of investment vehicles.

John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. 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, using fundamental analysis and maintaining focused portfolios with regular performance reviews.

Bethany Lepage is a financial advisor at Mosaic Wealth with Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at J Walsh Insurance and Washington University in St. Louis. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and select family-office services. The firm uses a primarily long-term fiduciary approach and fundamental analysis to construct diversified portfolios, with ongoing monitoring and tactical adjustments as needed.

James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Eric Steiner is a CFP® with 32 years of industry experience and is currently with Trinity Wealth Advisors LLC in St. Louis, MO. He has been with the Trinity organization since 2001 through its various entities. Steiner has an inactive role receiving residuals from selling annuities in the past. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, and provides retirement plan consulting for businesses. The firm uses a goals-oriented wealth management process that integrates lifestyle and legacy objectives with investment advice and typically implements portfolios through outside institutional managers under its oversight.

Craig Hoagland is a CFA® charterholder and registered investment adviser with 28 years of industry experience. He has been with Anderson Hoagland & Co since 1996. Outside of his advisory role, Mr. Hoagland serves on the board of directors of Western Construction Group, a privately owned construction company in St. Louis. Anderson Hoagland & Co provides discretionary investment management and financial consulting for individuals, high-net-worth clients, corporations, pension plans, trusts, and charitable organizations. The firm focuses on fundamental equity selection and fixed-income management, maintaining portfolios typically composed of 20–30 stocks held for one to three years, and it also offers consulting on private investments.

Larry Shikles is a financial advisor at Mosaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mosaic Family Wealth Partners, LLC since 2022, following prior roles at Mosaic Family Wealth, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, Shikles serves on the Board of Directors and as First Vice President for the Greater St. Louis Fellowship of Christian Athletes, a nonprofit organization. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment process with customized portfolio construction and offers a range of services including discretionary portfolio management and family-office bill-pay services.

Gregg Cole is a financial advisor at Mosaic Wealth with a Series 65 credential and 25 years of industry experience. Prior to joining Mosaic Wealth in 2025, he founded and operated Cole & Company PC for 25 years. He serves as a board member and treasurer for The Way Church and is also on the advisory board for Midwest BankCentre. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach is long-term and grounded in fundamental analysis, offering customized portfolio construction and a range of services including discretionary portfolio management and financial planning.

Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.

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.