Justin Cox is a financial advisor with Parkwoods Wealth Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Edward Jones, among others. Prior to entering financial services, he served three years in the United States Army. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering 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, with diversified asset allocations and tailored client strategies.

Terry Daniels is a CFA® charterholder operating at Duncker Streett & Co. with three years of industry experience. Prior to joining Duncker Streett in 2023, he worked for seven years at CNB Bank & Trust. Duncker Streett & Co. provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and pension plans, managing $707 million in assets across approximately 165 client accounts. The firm employs a combination of fundamental, technical, and cyclical analysis with a focus on long-term holdings, tailored asset allocation, and a range of common securities.

Michael Murphy is a financial advisor at Droms Strauss Wealth Management with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with the firm since 2009. Droms Strauss Wealth Management provides customized investment management and financial planning services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $806 million and employs a modern portfolio theory approach focused on asset allocation and long-term investment horizons.

Jennifer Chatfield is a financial advisor with Vestia Personal Wealth Advisors in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Larson Financial Securities, LLC and Larson Financial Group, LLC. Chatfield is also a registered representative with Ausdal Financial Partners. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach that incorporates multiple management platforms, alternative investments, and private capital solutions.

Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. 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 uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.

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.

Justin Wilke is a CFP® professional with one year of industry experience, currently serving at Q3 Advisors, LLC in Saint Louis, MO. His prior experience includes roles at Financial & Tax Architects, LLC and Plancorp, LLC, among others. Outside of financial advising, Wilke has worked in various service and entrepreneurial roles including with Amazon Flex and Sugarfire Smoke House LLC. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through packaged programs such as Roth conversion strategies and comprehensive financial plans. The firm operates on fixed, pre-determined planning fees without managing client investment portfolios or recommending securities.

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 credentials and three years of industry experience. She has worked at Mosaic Family Wealth Partners since 2021 and previously held roles 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 with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, using fundamental analysis to construct and monitor portfolios that include mutual funds, ETFs, individual securities, and pooled private vehicles.

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.