Michael Orr is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and employs a range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

John Terril is a financial advisor at Terril & Company in Saint Louis, MO, with 44 years of industry experience. He holds Series 65 and Series 63 credentials and has been involved with Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million on a discretionary basis for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings while utilizing quantitative models and occasionally employing derivatives and nontraditional investments in concentrated portfolios.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

David Stoll is a financial advisor at Archford Capital Strategies, LLC in St. Louis, MO, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Severin Investments and Auto Assure. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Sarah Wolk is a CFP® professional affiliated with Mosaic Wealth in St. Louis, MO, with nine years of industry experience. She has been with Mosaic Family Wealth Partners, LLC since 2022 and previously worked at Mosaic Family Wealth, LLC from 2016 to 2021. Wolk is also involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach using fundamental analysis to build portfolios across various investment vehicles and offers held-away account oversight along with access to third-party cash-management and credit solutions.

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

Tyler Campo is a financial advisor at Mosaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mosaic Wealth in 2022, he worked at Purshe Kaplan Sterling Investments, Mosaic Family Wealth, LLC, and Edward Jones. Outside of advising, Mr. Campo serves as an adjunct instructor at several Missouri universities and is a board member for Greenville University and Seedbed. 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 approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Jason Niemann is a CFA® charterholder with 20 years of industry experience. He has worked at Droms Strauss Wealth Management since 2019 and previously held positions at Busey Capital Management and Fifth Third Securities. Jason is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Droms Strauss Wealth Management is a six-advisor registered investment adviser managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized investment management and integrated financial planning, utilizing a fundamental analysis and modern portfolio theory approach with an emphasis on asset allocation.

Christopher Harsley is a financial advisor with Coho Advisory Services, LLC in Saint Louis, MO, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mutual of Omaha Investment Services and AXA Equitable. Outside of advisory work, he is also engaged as an insurance agent and serves as a substitute teacher. Coho Advisory Services manages approximately $52 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory approach with a core passive allocation and tactical active adjustments, primarily managing assets on a non-discretionary basis with co-advisory relationships to access third-party managers.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Jane Davidson is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, using proprietary Artesys model portfolios that emphasize asset allocation and diversification under Modern Portfolio Theory. The firm manages pooled vehicles as a subadviser and serves ERISA §3(38) plan sponsors, delivering much of its service digitally to a large client base.

Justin Volkmar is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Moneta Group Investment Advisors, J.P. Morgan Securities, TIAA-CREF, and Scottrade. 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 provides investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, using a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

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.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

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.