Fred Sauer is a financial advisor with Orion Investment Company in St. Louis, MO, holding a Series 63 designation and over 31 years of industry experience. He has been with Orion since 1988 and serves as the firm’s president. Outside of his advisory role, Sauer is president of Americas Cultural Studies, a publishing business he has led since 1993. Orion Investment Company provides discretionary portfolio management to a diverse client base, including individuals, families, trusts, corporations, retirement plans, and various institutional clients. The firm follows a long-term investment approach centered on building written target portfolios over three to five years, emphasizing income, careful security selection, and low turnover.

Patricia Warner is a financial advisor at Terril & Company with nine years of industry experience. She holds the Series 65 designation and is based in Saint Louis, MO. Terril & Company is a six-advisor team that provides discretionary investment management and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, managing portfolios with a long-term perspective and a broad range of investment types, including derivatives and alternative assets.

Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Scottrade Investment Management, and Wells Fargo Advisors. The Yanker Group provides fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm offers portfolio management, comprehensive financial planning, and hourly consulting using custodial and program platforms through LPL Financial, implementing portfolios with a range of investment vehicles informed by multiple analytical methods and Modern Portfolio Theory.

Christopher Bloomstran is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Semper Augustus Investments Group LLC since 1998, where he is one of two advisors. The firm provides discretionary investment management to individuals, pension plans, trusts, and other entities, employing a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with long-term orientation and tactical adjustments. Semper Augustus manages a large asset base with a small team and sponsors a private pooled vehicle that uses leverage and derivatives for certain qualified accounts.

Damon Cetro is a financial advisor at Wheelhouse Advisory Group, LLC with one year of industry experience. Before joining Wheelhouse Advisory Group in 2023, he worked for six years at the Special School District of St. Louis County. He holds a Series 65 credential and owns a home repair business, Jeffco Handyman LLC. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis and proprietary investment models to implement diversified portfolios, serving a range of clients including high-net-worth individuals.

James Blake is a CFP® and Series 66-registered advisor with nine years of industry experience. He has been with Brand Asset Management Group, Inc. since 2019 and previously worked at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the board of directors at St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering multi-asset portfolio construction and strategic asset allocation. The firm’s Mosaic Wealth Management© turnkey service and Brand Family Office cater to clients with significant assets, combining investment management with coordinated estate and accounting services.

Cheryl Obrien is a financial advisor at Anderson Hoagland & Co with 11 years of industry experience. She has held positions at Anderson Hoagland since 2018 and previously worked at PNC Investments from 2014 to 2018. Obrien holds the Series 66 designation and is based in St. Louis, MO. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis and offering consulting on private, non-public investments.

Chandler Williamson is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Preferred Capital Securities and E*TRADE Securities and is involved in insurance sales through Pineridge Advisors, LLC. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis alongside third-party managers.

Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.

Ethan Roelle is a financial advisor at Greenup Wealth with a Series 66 designation and one year of industry experience. Before entering finance, he worked at General Motors for eight years. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a range of analytical methods and investment strategies, managing both discretionary and non-discretionary accounts while offering services such as tax-efficient asset location and access to alternative investments.

Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.

Jacob Brydels is a financial advisor at Wheelhouse Advisory Group, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and serves a range of clients, including high-net-worth individuals.

Matthew Losse is a financial advisor at FEFA Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company and Colonial Life. Mr. Losse is also a licensed insurance agent at FEFA Advisors. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, typically emphasizing equities and ETFs, and prepares individualized Investment Policy Statements for clients.

William Albair is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. His previous roles include positions at PFG Advisors, LLC, Securities America, Inc., BEAM Asset Management, and Financial and Investment Management Advisors, Inc. In addition to advisory work, he maintains a licensed insurance agent role. Universal Financial Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, with an investment approach centered on asset allocation and diversification guided by Modern and Post-Modern Portfolio Theory.

Matthew Bower is a CFP® professional with 17 years of experience in financial advising. He has been with Clayton Financial Group, LLC since 2015 and worked previously at Moneta Group Investment Advisors, LLC from 2009 to 2015. Clayton Financial Group provides asset management and financial planning services to individuals, trusts, estates, small businesses, and charities. The firm employs both discretionary portfolio management and non-discretionary advisory approaches, utilizing fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

Aaron Ward is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked with Roman Butler Fullerton & Co since 2010 and with Triad Advisors Inc from 2010 to 2023. In addition to his advisory role, Ward provides student loan repayment planning for dental and other emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach, combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

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.

Tracy Sullivan is a financial advisor at Compass Wealth with Series 66 credentials and one year of industry experience. She previously worked at Edward Jones for seven years and Mercy for four years. Outside of finance, she owns and operates Small Batch Sanctuary LLC, providing yoga instruction for special events, and is involved with Discipleship Collaborative LLC, a book and speaking ministry. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and coordinates planning with clients’ other advisors.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.

Rishi Ghosh is a financial advisor at Wheelhouse Advisory Group, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Duncan Financial Management, Inc. for eight years. Outside of advising, he owned an LLC that managed insurance commissions, which was terminated in 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials, serving a diverse client base that includes high-net-worth individuals and institutional accounts.