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.

Ariel Cabello is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Peoples National Bank, Simmons Bank, and Great Southern Bank. Outside of finance, he was involved with Soccer Master for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on multi-asset, multi-style portfolio construction and continuous personal consultation. The firm offers specialized turnkey wealth management and family office services, including coordinated estate and accounting support and public financial-education programs.

Kyle Milfeld is a financial advisor at TBG-Bedford Group LLC with six years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise Financial Services, LLC and Tinuum Services LLC. 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.

William Newbold is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, Newbold serves as a trustee and board chairman for Our Little Haven, an organization providing care for abused and neglected children. Terril & Company offers discretionary investment management and consulting services to individuals, pension plans, trusts, and other entities. The firm employs a primarily fundamental analysis–based investment approach, incorporates selective quantitative models, and invests across a diverse range of asset classes, including derivatives and alternative instruments.

H Curtis Ittner Jr. is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2013 to 2026. Outside of his advisory role, he serves on several nonprofit boards, including as President of Clay-Ro Emergency Relief, Inc., and Chairperson of the Productive Living Board. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan services 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 mix of mutual funds, ETFs, individual securities, private vehicles, and third-party managers.

Matthew Allgeyer is a financial advisor at FYRA Capital Management in St. Charles, MO, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and serves as a managing member at several affiliated entities, including FYRA Capital Management and Equitas Accounting, where he is involved in tax preparation and accounting. Outside of his advisory work, he volunteers as the head of the investment committee at Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach includes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis, along with the use of third-party managers to implement portfolios.

David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.

Anthony Rich is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Rich serves as a Public Affairs Flight Commander for the Missouri Air National Guard and is a board member of St. Joseph School, a private Catholic school. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and manages client portfolios on a discretionary basis.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. Monetary Management Group provides discretionary investment management services to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.

Robert Ensor is a CFA® charterholder with 14 years of industry experience. He has worked at Argos Investment Advisors LLC since 2008 and is currently associated with Argos Capital Partners, LLC in St. Louis, MO. Argos Capital Partners provides investment advisory and financial planning primarily to ultra-high net worth families connected to Argos Family Office, as well as select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while integrating active managers and alternative strategies where appropriate, and it manages several private funds with both discretionary and non-discretionary assets.

Susan Sommer is a Certified Financial Planner® with 34 years of industry experience. She is currently an advisor at Universal Financial Advisors, LLC and has held prior roles at OSAIC, Securities America, Inc., Beam Asset Management, and PFG Advisors, LLC. Outside of her advisory work, she participates in a women's networking group focused on marketing collaboration among financial professionals. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm’s investment approach emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.

Grant Richars is a financial advisor at Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 65 registration. He has been in the industry since 2025 and has experience at Northwestern Mutual prior to joining Universal Financial Advisors. Richars has also worked in educational roles at Southern Illinois University and Southwestern Illinois College. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, emphasizing asset allocation and diversification based on Modern and Post-Modern Portfolio Theory.

Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

James Corbeau is a CFP® with 24 years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. He previously worked for Springwater Wealth Management, LLC for 13 years. Corbeau 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, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness training. The firm’s investment approach emphasizes long-term asset allocation based on Modern Portfolio Theory and utilizes tools such as Monte Carlo analysis and model portfolios.

Grant Giardino is a CFP® professional with four years of industry experience, currently serving at Dew Wealth Management. Before joining Dew Wealth Management, he worked at Plancorp, SABATKA & CO., and held roles at Kansas State University and other organizations. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its multi-step family office services.