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.

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.

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. 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 that develops model portfolios and provides various investment delivery options tailored to client needs.

Shawn Murff is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He previously worked at Edward Jones, Aim Financial Solutions LLC, and Cutter and Company Brokerage Inc. In addition to his advisory role, Murff works as an independent contractor soliciting and writing property and casualty insurance through The Silver McDonough Company. 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 third-party platforms.

Jeanne Jehle is a financial advisor with First Heartland Consultants, Inc. She holds a Series 66 designation and has 20 years of industry experience. Jeanne has worked with Centerre Capital, LLC since 2008 and has been with First Heartland Capital Inc. since 2004. In addition to her advisory role, she provides tax preparation and legal advice outside of normal business hours. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.

Scott Hoskins is a financial advisor at BFC PLANNING, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked with World Equity Group and Berthel Fisher & Company Financial Services prior to his current role. Outside of advising, Hoskins is involved in the restaurant industry, working as a server at Prados Restaurant. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various external managers, employing a range of investment strategies across multiple platforms.

Scott Hoff is a CFP® and ChFC® with 21 years of industry experience, currently serving at First Heartland Consultants, Inc. He has been with the affiliated First Heartland Capital Inc. since 2000. Outside of his advisory work, he is president of Italiano Per Piacere, an Italian language club that organizes events to promote the language. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives utilizing various analytical techniques and strategic asset allocation.

Shaun Felber is a financial advisor with Principal Advised Services in Wentzville, Missouri, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Principal Financial Services, First Mid Bank & Trust, Fidelity Investments, and Citi. Outside of advising, he umpires little league baseball and softball games for the City of Wentzville. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering a blend of non-discretionary investment recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Patrick Ritter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Core Planning in Ofallon, MO. He has held positions at firms including Kemper, Krilogy, Compass Retirement Solutions, Wells Fargo, and Fiduciary Advisors, Inc. In addition to his advisory role, he works as a talent development consultant with Kemper. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Andrew Nicholl is a financial advisor with First Heartland Consultants, Inc. in Maryland Heights, MO. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Nicholl has been with First Heartland Capital Inc. since 2003 and operates a sole proprietorship providing consulting and sales of insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Dawn Abernathy is a CFP® and holds a Series 66 license, currently affiliated with Core Planning, where she has worked since 2024. She has three years of industry experience and previously worked at firms including Wells Fargo, Edward Jones, Ellevest, and Compass Retirement Group. Outside of her advisory role, she owns Dawn C. Abernathy, LLC, which provides financial education workshops and software consulting. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm employs tailored investment strategies with ongoing reviews and uses third-party model portfolios and automated rebalancing tools in managing accounts.

Patrick Mcandrew is a financial advisor with Core Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His background includes roles with LPL Financial, Minnesota Life, and insurance agencies such as Jackson & Jackson Insurance Agents & Brokers and McQueen Kalligan Insurance Services. He also serves in the U.S. Army Reserve as a platoon sergeant. Core Planning provides fee-only financial planning, wealth management, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor and maintain investment strategies based on client objectives and risk tolerance.

Christopher Cooper is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at OWLFI, Simplicity Wealth, Serenity Wealth Management, and CWR Private Client Group. Cooper is also president of Serenity Wealth Management, where he is involved in insurance sales. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and third-party sub-advisors.

Lei Deng is a financial advisor with Core Planning in Saint Louis, MO, holding CFP® and CFA® designations and the Series 66 license. He has 10 years of industry experience, including prior roles at Edward Jones and Origin Planner Network. In addition to his work at Core Planning, Deng provides financial planning services remotely for tech workers through an independent contractor relationship with Origin Financial. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.