Matthew Renaud Jr. is a Series 65-licensed financial advisor with Renaud & Company, LLC in O'Fallon, MO. He has four years with Renaud & Company and a total of two years of industry experience. Renaud & Company, L.L.C. is an SEC-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm employs an actively managed approach based on client objectives and risk tolerances, using research across equities, municipal and government securities, and mutual funds.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, he is involved in managing several real estate ventures. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach and utilizes diversified asset classes, including ETFs, mutual funds, and private fund investments.

Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Planmember Securities Corporation. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs Modern Portfolio Theory and a long-term trading approach, maintaining portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Cambridge Investment Research Advisors and Arete Wealth Advisors, LLC. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading strategy based on Modern Portfolio Theory and maintains client risk profiles through written Investment Policy Statements.

Meaghan Keeven is a financial advisor at RPg Family Wealth Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Synergy Wealth Solutions and Mass Mutual from 2020 to 2024. Meaghan is also a partner in a tax mitigation strategies business called 925 Syndicate. RPg Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm uses a long-term, outcome-focused approach with a mix of individual equities, fixed income, mutual funds, ETFs, and limited partnerships, employing both fundamental and technical analysis.

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services 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 fee-based financial planning options.

Scott Browne is a financial advisor at Axius Advisors LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Browne previously worked at Cambridge Investment Research Advisors for 12 years before joining Axius Advisors. Axius Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory and a long-term trading approach, focusing on mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. 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, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Matthew Evans is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked for First Heartland Capital for 22 years and is currently involved with Mortgage Free Life, LLC, where he owns and operates a business focused on fixed life and annuities, including training and recruiting agents. RPG Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans, using a long-term, outcome-focused investment approach that combines fundamental and technical analysis.

Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Michael Orr is a financial advisor with Axius Advisors LLC based in Saint Charles, MO. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and running Orr Financial, a financial consulting business. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and a long-term trading approach, emphasizing risk tolerance documentation and monthly account reviews.

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He previously worked at Edward Jones for 10 years and has been with LPL Financial since 2009. Outside of his advisory role, Kaplan serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets using a combination of fundamental, quantitative, and qualitative investment analysis, and offers tailored financial planning, retirement consulting, and third-party manager referrals.

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.