Adam Hartz is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as a campus elder at Canaan Baptist Church and acts as a trustee for his parents' trust. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and offers a combination of fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Marguerite Sansone is a financial advisor at Saxony Capital Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. from 2019 to 2024. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors and employs diverse investment approaches, including discretionary asset management, third-party advisory services, and various analytical strategies.

Brian Forbush is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Robert Half International, Executive Staffing, and US Bank. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment arrangements through various program-based accounts.

Roy Combs is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with ICMA Retirement Corporation since 2004 and has been associated with Meremac Community College since 2000. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Ryan Klump is a financial advisor at Saxony Capital Management, LLC, holding the Series 66 designation with 22 years of industry experience. He has worked at Saxony Capital Management since 2004 and has also been affiliated with Patrick Capital Markets, LLC during multiple periods. Klump serves as a partner/shareholder in several holding companies connected to his firm and participates as an advisory board member for a local bank. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, employing a range of investment strategies and third-party manager due diligence.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Lisa Pogorzelski is a financial advisor with Alera Investment Advisors, LLC and holds Series 63 and Series 66 designations. She has nine years of industry experience and has worked at firms including PNC Wealth Management, LPL Financial, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm uses a primarily long-term, fundamental-analysis driven approach, offering portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, with ongoing monitoring and supplemental services such as financial planning and ERISA consulting.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting, employing a variety of investment approaches including fundamental, technical, and quantitative methods.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 36 years of industry experience. He has worked at Larson Financial Group since 2021 and previously spent 31 years with Edward D. Jones & Co., L.P. He holds Series 63 and Series 65 licenses. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting services primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches and combines discretionary programs with model portfolios, utilizing AI-assisted tools alongside human review.

Nicholas Romay is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Saxony Securities, Inc, he worked at the University of Missouri-Columbia and in the food service industry. Saxony Capital Management provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach with 38 advisors and uses diverse investment methods such as charting, fundamental and technical analysis, and allows for strategies including options and short-term trading.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.

Tim Mackowiak is a financial advisor at Saxony Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and the City of St. Louis. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly and flat-fee planning, and employs a range of investment strategies including fundamental and technical analysis.

Brent De Rossett is a financial advisor with Saxony Capital Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with several firms, including The ON Equity Sales Company and Ohio National Financial Services, and co-owns Advocate CPAs & Advisors, LLC, a CPA and tax firm. Brent serves on multiple homeowners association boards and is involved with the Wayne DeRossett Scholarship Fund, a nonprofit that disburses annual scholarships in memory of Wayne DeRossett. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model and offers discretionary asset management alongside financial planning and consulting, employing a variety of investment methods and strategies.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and Trinity Wealth Securities. Hoffman is also involved with Workplace Financial Advisors as a financial advisor and engages in insurance policy sales through various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management alongside hourly or flat-fee financial planning, utilizing a variety of investment approaches including fundamental, technical, and quantitative strategies.

Lorraine Mckee is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisor Networks LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.