Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and CitiGroup. Outside of his advisory role, he is involved with EGIS FINANCIAL, where he sells FDIC-insured cash account products and manages a sales team, and he also conducts insurance sales for various companies. W. Swartz & Co., LLC provides discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and business entities. The firm uses fundamental analysis and a long-term purchase orientation in its investment decisions, customizing accounts based on client restrictions and offering regular reviews and market update communications.

Benjamin Cason is a Series 66-licensed advisor with 16 years of industry experience. He has worked at firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and focuses on portfolio construction through unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term investment approach.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Norman Meyer is a financial advisor with Vestech Asset Management Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms including Ni Advisors and Cuttingedge Advisors and is also the owner and independent agent of MFG LLC, specializing in traditional insurance sales and service. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, employing a mix of fundamental, technical, and cyclical analysis with discretionary portfolio management and a range of advanced investment strategies.

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.

Joseph Bartmess is a financial advisor at LVZ, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial for 11 years before joining LVZ in 2022. Bartmess is involved in several nonprofit and community organizations, including serving as a director on the Wildwood Family YMCA Branch Board of Advisors and holding leadership roles in various local nonprofits and service clubs. LVZ, Inc. serves more than 2,400 clients through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, consulting, and third-party manager selection across a range of client types, utilizing a variety of portfolio styles and sub-strategies that primarily use ETFs, mutual funds, and other pooled investment vehicles.

Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he is involved with an investment club account at TD Ameritrade. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based self-directed brokerage accounts, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. 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 employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

Terry Coleman is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 license, with 48 years of industry experience. He has worked at Virtue Capital Management since 2016 and has held roles at Retirement Resource Advisors and Retirement Resource Group since the early 2000s. Outside of his advisory roles, Coleman owns and manages Retirement Resource Group, which markets and sells fixed annuities, life insurance, and senior health products. Virtue Capital Management serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Jordan Faerber is a CFP® with nine years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC. He has worked at Cornerstone and its affiliated entities since 2020 and previously held roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. He also owns Faerber Tax Services, a tax preparation and accounting business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a tailored investment approach combining fundamental, quantitative, and qualitative analysis, and offers ERISA-compliant retirement consulting along with multiple LPL-sponsored advisory programs.

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Brian Long is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Cutter & Company Brokerage, Inc. for 23 years before joining Prospera in 2025. Outside of advisory work, he is involved in financial planning through St. Louis Financial Group, LLC, manages a tax preparation business, and has experience as a freelance model. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party options.

Cynthia Whitman is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cutter & Company, Inc. and Edward Jones. Outside of her advisory role, she volunteers with Great Pyrenees Rescue of Missouri and serves as a travel cruise escort during her personal time. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Adam Clyne is a financial advisor with Capital Analysts holding a Series 66 designation and 21 years of industry experience. He has worked at Lincoln Investment since 2017, following previous roles at Legend Equities Corp and Equitable Advisors. Outside of his advisory work, he is an independent agent involved in fixed insurance products and also performs part-time private security work. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Benjamin Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sara Gelsheimer is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at Plancorp, LLC for multiple terms totaling over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call options, and ESG-focused models, supported by proprietary technology and external research.