Jennie Helm is a financial advisor at Meramec Financial Planners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Clayton Financial Group, LLC and Moneta Group Investment Advisors. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, comprehensive financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, tailoring strategies to client goals using fundamental and technical analysis alongside modern portfolio theory.

Timothy Durbin is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked for PNC Bank and PNC Investments for ten years. In addition to his advisory role, Durbin is a licensed insurance agent involved in the sale of accident, health, sickness, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a multi-advisor team approach focused on strategic asset allocation, supplemented by tactical adjustments based on comprehensive market analysis.

Garrett Bohler is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Stifel, Commerce Brokerage Services, TD Ameritrade, and several other financial and legal firms. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and proprietary models, and incorporates AI tools for meeting documentation while maintaining fiduciary oversight.

Donald Vaught is a financial advisor with Adk Wealth Advisory Group, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Kraft, Davis and Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and previously worked at LPL Financial in 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that serves individual and high-net-worth clients through fee-based investment management and financial planning. The firm manages portfolios using both fundamental and technical analysis across a variety of asset classes, offering discretionary management, rebalancing, and specialized services such as dynamic currency hedging.

Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. 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, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. Prior to that, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, Inc., and Securian Financial Services, Inc. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets for around 600 clients using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Kristin Sullivan is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include seven years at Larson Financial Group, LLC and Larson Financial Securities, LLC, as well as positions at Smith Moore & Co. and Scottrade. MBM Wealth Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs tailored model portfolios with a focus on equity and debt securities, ETFs, and options, using a combination of fundamental, technical, and cyclical investment analysis.

Nell Schiffer is a financial advisor at Hill Investment Group with eight years of industry experience. She holds a Series 65 designation and has worked at Hill Investment Group in various capacities since 2017, including at Hill Investment Group Partners, LLC since 2021. Prior to that, she was employed at Enervest, LTD. from 2014 to 2017. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm’s investment approach is based on modern portfolio theory, emphasizing diversified, rules-based allocations primarily using no-load mutual funds and ETFs, with a buy-and-hold strategy and low turnover.

Chris Griesedieck is a CFP® professional with 26 years of industry experience, currently serving at Zemenick & Walker, Inc. since 1999. He participates in an investment club with approximately 30 members and holds a role as an advisory director at Central Bank of St. Louis. Zemenick & Walker, Inc. is an independent, fee-only investment adviser that provides portfolio management and financial planning for high-net-worth individuals, foundations, and other institutional clients. The firm uses a team-based approach with a predominately non-discretionary model, emphasizing diversification and formal client approval of trades.

Terry Moyers Jr. is a financial advisor with Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Moyers also conducts insurance sales as part of his professional activities. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses discretionary portfolio management with firm-developed model portfolios and incorporates a variety of quantitative and fundamental investment techniques.

Jacob Turner is a Series 65-licensed advisor with six years of industry experience. He has worked with several professional sports organizations, including the Miami Marlins, Washington Nationals, and Detroit and Kia Tigers, before joining Moment Private Wealth in 2021. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored planning services including loan advisement, tax-efficient asset location, and access to private equity opportunities.

Lucas Becker is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Fieldpoint Equity and Go Semo Fiber. Wheelhouse Advisory Group serves individuals, families, trusts, estates, and businesses by providing financial planning, investment management, and insurance products. The firm manages discretionary portfolios of approximately $388 million using fundamental analysis and internally developed investment models, and incorporates AI tools for meeting recordkeeping without relying on them for investment decisions.

Ryan Green is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored services such as Mosaic Wealth Management© and a Brand Family Office for high net worth clients, using a multi-asset, multi-style approach with a focus on continuous personal consultation.

Jeremy Phillips is a financial advisor at Anderson Hoagland & Co with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Colorado Wealth Group, LLC, MML Investors Services, Mass Mutual Life Insurance Company, and Stifel Nicolaus. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes fundamental equity selection and investment-grade fixed income, managing accounts primarily on a fully discretionary basis while coordinating with clients’ other advisers on tax and estate matters.

Thomas Brown is a financial advisor at Capital Management Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at World Equity Group, Inc. for 13 years. Outside of advisory work, he assists high school juniors and seniors with college and career selection through College Funding Solutions. Capital Management Services provides ongoing portfolio management and financial planning to individuals, trusts, businesses, and employee benefit plans. The firm uses a tactical asset allocation approach with mutual funds and ETFs, incorporates active rebalancing, and manages accounts for other advisers.

Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.

John Dwyer is a CFA® charterholder with 21 years of industry experience. He has worked at Sunpointe Investments since 2017 and previously held roles at MMC Securities Corp. and Mercer. He serves as Vice President and has also been President of the CFA Society of St. Louis. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies and offers family-office services alongside diversified portfolio management.

Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.