Steven Reinisch is a financial advisor at MacroVex Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MacroVex Capital since 2019, following prior roles at TAMP Advisory Solutions and Duncan McHugh Investments. MacroVex Capital provides discretionary and non-discretionary asset management and investor education to individuals, businesses, charities, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, technical, cyclical, charting, and quantitative analyses, along with stress testing, to guide portfolio construction and rebalancing, managing approximately $28 million across about 34 client relationships.

Chad Centorbi is the principal of Centorbi Financial Group, Inc., an independent advisory firm based in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including seven years at Silver Oak Securities, Inc. Outside of his advisory work, Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and leads a tax and consulting business. Centorbi Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, offering managed accounts with discretionary and non-discretionary options. The firm’s investment approach includes asset allocation, dollar-cost averaging, and both long- and short-term holdings, with client portfolios held at an independent custodian.

Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vp Pro and Futaba. Outside of financial advising, Wheeler owns a Smoothie King franchise where he assists with payroll and management. Wheeler Financial Planning serves individual clients by providing portfolio analysis and advisory services, primarily directing clients to a third-party manager rather than trading accounts directly. The firm employs a passive, buy-and-hold investment approach based on modern portfolio theory and focuses on mutual funds and fixed income instruments.

Thomas Aylmer is a financial advisor at Cedarmill Financial in Chesterfield, MO, with two years of industry experience. He holds the Series 65 designation and the Certified Public Accountant credential. Prior to founding Cedarmill Financial, he worked at Conner Ash PC and KPMG. Outside of advising, he owns Fresh Start Mobile Auto Detail, an automobile detailing business, and operates Cedarmill Ventures, which provides consulting services to small businesses. Cedarmill Financial provides discretionary investment management and financial planning primarily to owners of privately held businesses, trusts, estates, charitable organizations, and corporate clients. The firm employs a passive, indexed investment approach using third-party model portfolios and offers specialized consulting and CFO services, with a significant focus on non-investment planning for closely held businesses.

Eric Amundson is the managing director of Adaptive Wealth Management, LLC in Chesterfield, MO, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Concorde Investment Services, LLC since 2012. Outside of advisory work, he serves on the board of the St. Louis Chapter of the Fellowship of Christian Athletes and is involved in business consulting through Bridge Profit Solutions, LLC. Adaptive Wealth Management is a state-registered independent investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, businesses, charities, and pension plans. The firm employs an active, market-timing approach using trend-following technical analysis and neural-network-based intermarket indicators to guide daily trading decisions, tailoring investment programs to each client’s financial situation and risk tolerance.

Thipp Ratsaboutseua is a financial advisor at QuantumLeap Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with QuantumLeap Wealth Management since 2014. QuantumLeap Wealth Management provides investment supervisory services and individualized portfolio management to private individuals, including high-net-worth clients. The firm integrates derivatives and borrowing strategies into separately managed accounts and employs a combination of fundamental and technical analysis tailored to client objectives.

Michael Mariani is a financial advisor with Consolidated Wealth Management in Clayton, MO, holding a Series 65 designation and 14 years of industry experience. He has worked at Asset Planners, Inc. since 2016 and Buckingham Asset Management, LLC since 2011. Outside of his advisory work, Mariani and his wife operate a property management LLC that manages a small number of multi-family investment properties for a family member. Consolidated Wealth Management provides individualized financial planning and portfolio management for high-net-worth and other individual clients. The firm’s approach emphasizes fundamental analysis and long-term buy-and-hold strategies, utilizing diversified allocations with low-cost exchange-traded funds and software-driven scenario analysis.

Curtis Sawyer is the sole advisor at Sawyer Capital Management in Wildwood, MO, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Sawyer Capital Management since 2007. Since 2010, he has also been associated with Webster University. Sawyer Capital Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and sponsors of pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and a passive, asset-class strategy using no-load mutual funds and ETFs, supported by written investment policy statements, Monte Carlo analysis, and periodic rebalancing. It offers a combination of individual wealth management and formal retirement-plan consulting services, including plan-level analysis and participant education.

I’m a CFA® and CFP® professional who helps young professionals and growing families navigate life’s big financial decisions with clarity and confidence. Many of my clients are in the middle of major transitions—equity compensation, an inheritance, buying a home, or welcoming a child—and want expert guidance without the jargon. I combine deep technical expertise with a straightforward, approachable style so you can make smart moves today and build lasting wealth for tomorrow. My approach is collaborative and grounded in your real-life goals. We’ll create a plan that’s clear, flexible, and tailored to your priorities—whether that’s funding your next big move, investing for long-term growth, or making work optional someday. The result? You spend less time stressing about money and more time enjoying the life you’re building.

Gregory Livingston is the sole advisor at Livingston & Associates, Ltd., an independent wealth management firm based in Wildwood, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Livingston has managed his firm since 2001. Livingston & Associates serves primarily individual clients, including some high-net-worth households, and a limited number of corporate retirement-plan clients. The firm emphasizes a passive-management approach with portfolio management, financial planning, insurance offerings, and occasional business consulting, and distinguishes itself by providing insurance brokerage services and strategic relationships for legal, accounting, and banking needs.

David Zaegel is a CFP® with 12 years of experience in financial advising, currently serving as the sole advisor at CWOs for Hire LLC in Saint Louis, MO. He has been with CWOs for Hire since 2016 and is also a minority owner and accountant at CPAs for Hire LLC, an accounting and tax firm, where he provides CFO services and tax return preparation. Additionally, he owns Fastball LLC, an investment education business he restarted in 2025. CWOs for Hire LLC offers personalized investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental, technical, cyclical, and charting analysis with both passive and active management strategies, and maintains a referral relationship with an affiliated accounting firm.

Susan Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2015 and has since completed her training as a financial advisor. Susan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Susan’s approach to financial planning focuses on helping clients navigate the complexities of their unique life priorities, which she identifies as family, finances, health, home, leisure, work, and giving. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, employee financial health, international wealth management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She earned a master’s degree from Washington University in Saint Louis, a bachelor’s degree from Beijing Technology and Business University, and an additional master’s degree from the University of Hertfordshire. Susan is fluent in Chinese and English. Service to the community is important to Susan. She has served as a consultant at the Light of Christ Lutheran Chinese Mission in St. Louis and is a member of both the Asian American Chamber of Commerce and the Asian Pacific American Advocates. Her volunteer work reflects her commitment to supporting the local Chinese community and other organizations. Outside of her professional work, Susan enjoys chess, cooking, gardening, hiking, and yoga.

Andres Bonifacio Jr. is a financial advisor at Bonifacio & Company, LLC in Saint Louis, MO, holding a Series 65 designation with 22 years of industry experience. He has been with Bonifacio & Company since its founding in 2009. Bonifacio & Company provides discretionary and non-discretionary portfolio management, model portfolios, and allocation research primarily to other investment advisors, broker-dealers, fiduciaries, and institutional accounts. The firm uses in-house quantitative models to guide investment decisions, implementing strategies largely through ETFs across both passive and active asset-allocation approaches, and also offers licensing and white-label solutions to third parties.

Yosef Ferris is the principal advisor at Summer Fields Investments, LLC, an independent firm based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Summer Fields since its founding in 2014. Outside of financial advising, he is a musician and songwriter, involved with the band Abraxas Bridge, which produces independent music distributed through CDBaby. Summer Fields Investments provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of macroeconomic and microeconomic analysis with fundamental, cyclical, and technical security selection, generally favoring mid- and large-cap equities alongside fixed income, ETFs, REITs, and other instruments, and is notable for serving charitable organizations and employing limited margin in managed accounts.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. in Weldon Spring, MO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Starkey & Associates since 1984. Outside of his advisory work, Starkey is the owner of Ozark Mountain Boys, Inc., a music-related business. Starkey & Associates, Inc. serves a small client base including individuals, pension plans, trusts, and business entities, managing approximately $25 million in assets. The firm employs a common-sense approach using fundamental analysis and a mix of long- and short-term strategies without margin trading, managing accounts on a non-discretionary basis with client trade approval.

Patrick Robert is a CFP® professional with two years of experience, currently serving as the sole advisor at Generational Wealth Specialists. He has been involved with PKR Investments, LLC since 2009 and owns J&P Deluxe Properties. PKR Investments, LLC is an independent advisory firm that provides financial planning and consulting for individual and high-net-worth clients, primarily through referrals to third-party managers. The firm develops tailored plans addressing cash flow, retirement, tax, and estate issues, and monitors recommended managers without exercising discretionary trading authority or custody of client assets.

Mark Milton is the sole advisor at Armory Oak Wealth LLC in Saint Louis, MO. He holds a Series 65 designation and has six years of experience in financial advising. In addition to his advisory role, Milton is the founder and managing attorney of MCM Law LLC, a law firm specializing in civil and criminal tax controversy, litigation, tax preparation and planning, and estate planning. He also serves on the Board of Directors for the Federal Bar Association St. Louis Chapter, is a Director and Treasurer of the nonprofit Greta Gives Hope, Inc., and a member of the Board of Governors for the Missouri Athletic Club. Armory Oak Wealth provides discretionary and non-discretionary investment management primarily to individuals, high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm employs a strategic asset allocation approach, using diversified, mutual fund-based portfolios tailored to clients’ goals, risk tolerance, liquidity needs, and time horizon, with investment advice implemented through an independent third-party manager.

Daryl Tegtmeier is a Certified Financial Planner® with 32 years of experience, currently serving as the sole advisor at Epoch Family Wealth since 2016. His prior experience includes roles at Panoptic Wealth Advocates and LPL Financial. He is also licensed to sell commissionable insurance products. Epoch Family Wealth provides investment advisory and financial planning services to high-net-worth individuals, charitable organizations, and corporate clients. The firm uses multiple analysis methods to tailor portfolios and generally favors ETFs, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final approval of transactions.

Terrance Davis is the sole advisor at Terrance P Davis CPA/PFS in St. Louis, MO, holding the PFS™ designation and Series 65 license with six years of industry experience. He has been practicing under his firm name since 1990. In addition to financial advisory services, he provides part-time tax preparation during the tax season. Terrance P. Davis CPA/PFS offers fee-only comprehensive financial planning and investment advisory services primarily to individuals and small business owners, focusing on pre-retirees and retirees. The firm integrates income, estate, and gift tax consultation with a systematic planning process that emphasizes modern portfolio theory, asset allocation, and low-cost index or passively managed funds.

Stephanie Calderas is a financial advisor at PathFinder Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with MRM Asset Allocation Group, Inc. Outside of advising, Stephanie is an Enrolled Agent who prepares tax returns, a licensed life, health, and disability insurance agent, and a licensed real estate agent in Missouri. PathFinder Financial Services provides discretionary and nondiscretionary investment management and advisory services to individuals and pension and profit-sharing plans. The firm emphasizes long-term, fundamentally driven portfolio construction and uses third-party managers and models, including a sub-advisory model managed by Congress Wealth Management, while conducting ongoing oversight and annual reviews.