John Schweizer is a financial advisor with LCI Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is also the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser serving primarily individuals, trusts, and qualified plans, offering both discretionary and non-discretionary portfolio management with a disciplined, value-based investment approach supplemented by growth-oriented strategies.

James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has prior experience at Krilogy Financial, Moneta Group, Swiss Re, Tradebot Systems, and the University of Missouri Kansas City. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with index funds and ETFs, and manages accounts with a focus on maintaining target allocations through periodic rebalancing.

John Rhodes is a CFP® professional with five years of industry experience. He is currently with Belmont Private Wealth and previously worked with Krilogy Financial and Moneta Group Investment Advisors. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm focuses on asset allocation and Modern Portfolio Theory, favoring passive investment strategies using index mutual funds and ETFs.

Nicole Graul is a Series 65-licensed financial advisor with Thousand Wealth Management in Chesterfield, MO, with seven years of industry experience. She is also a CPA and Partner at Thousand CPA Services, where she devotes the majority of her time. Graul has been with Thousand Wealth Management since 2018 and has been involved with Thousand CPA Services since 2009. Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and oversight of held-away accounts to individuals, trusts, small businesses, and pension plans. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while offering both stand-alone planning and ongoing portfolio management.

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of his advisory role, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios and offers tailored Investment Policy Statements without account minimums.

Theodore Esser is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company Brokerage, having worked previously at Edward Jones. B & B Financial Planning Co., Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and family businesses, managing approximately $102 million for around 117 households. The firm serves both high-net-worth and non-HNW clients, using a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, including the use of derivatives in separately managed accounts for risk management.

Matthew Ott is a financial advisor with Thousand Wealth Management and holds a Series 65 designation. He has seven years of industry experience and previously worked at Martz and Wilson LLP for 13 years. Ott is also a CPA and partner at Thousand CPA Services, where he provides accounting and tax preparation services. Thousand Wealth Management offers financial planning, discretionary investment management, retirement plan consulting, and investment oversight to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while providing discretionary management where authorized.

Jason Haldiman is a financial advisor with B & B Financial Planning Co., Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and more recently with Prospera Financial Services, Inc. Outside of his advisory role, he is involved in Medicare insurance sales and retirement benefit consulting for non-profit employees. B & B Financial Planning Co., Inc. provides personal financial planning and investment management services to individuals, families, trusts, and estates. The firm uses a tailored investment approach combining passive and active strategies, including options for hedging and income, and typically manages client accounts on a discretionary basis with regular review and rebalancing.

Joseph Anderson is a financial advisor at Forest Park Capital LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Correct Capital Wealth Management and Integrity Advisory Solutions. Anderson is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis, technical/charting techniques, and modern portfolio theory to manage portfolios, often employing long-term strategies and options when appropriate.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of advisory work, he is also involved in insurance sales through the Chamberlin Group. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm’s investment process is based on Modern Portfolio Theory and incorporates diversified ETFs, mutual funds, fixed index annuities, private fund investments, and model portfolios.

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.

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.

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.

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.

Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.

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.

Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.