Kyle Jones is a financial advisor with FYRA Capital Management in St. Charles, MO, holding a Series 66 designation and 19 years of industry experience. He has held roles at several firms, including Calton & Associates, Inc. and Wamhoff Financial Planning, and serves as a managing member of Equitas Accounting, LLC, which provides tax preparation and related accounting services. FYRA Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm utilizes a diversified investment approach involving asset allocation across equities, ETFs, and mutual funds, incorporating fundamental, quantitative, and technical analysis alongside third-party managers.

Ryan Green is a CFP® professional with 16 years of experience in financial advisory services. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a multi-asset, multi-style investment approach and specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Jeremy Phillips is a financial advisor at Anderson Hoagland & Co with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Colorado Wealth Group, LLC, MML Investors Services, Mass Mutual Life Insurance Company, and Stifel Nicolaus. 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 emphasizes fundamental equity selection and investment-grade fixed income, managing accounts primarily on a fully discretionary basis while coordinating with clients’ other advisers on tax and estate matters.

Thomas Brown is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked with World Equity Group, Inc. since 2007 and National Financial Services since 1989. Outside of advisory work, he assists high school juniors and seniors through College Funding Solutions to select appropriate colleges and careers. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds and ETFs and manages accounts for other investment advisers in addition to retail clients.

Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.

John Dwyer is a CFA® charterholder with 21 years of industry experience. He has been with Sunpointe Investments since 2017 and previously worked at MMC Securities Corp. and Mercer. He serves as Vice President and President of the CFA Society of St. Louis. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates behavioral analysis, and offers family-office services and consolidated performance reporting.

Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.

Gail Wild is a financial advisor at Mosaic Wealth with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment process grounded in fundamental analysis and offers customized portfolio construction using a range of investment vehicles.

Luke Turner is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Moment Private Wealth, LLC since 2021 and previously spent five years at Mosaic Family Wealth, LLC. Luke is based in Saint Louis, Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum account size. The firm offers discretionary and non-discretionary investment management combined with comprehensive financial planning, using long-term, low-cost, diversified asset allocation strategies grounded in Modern Portfolio Theory.

Christopher Gardner is a CFP® professional with 15 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Fmf&E Wealth Management, LLC for 23 years. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s investment approach focuses on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing portfolio monitoring and rebalancing.

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Dustin Mercer is a financial advisor at Archford Capital Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Archford, he worked at Murray State and Virginia Tech and taught at Weddington High School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes customized, primarily long-term portfolio construction using a variety of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Fred Sauer is a financial advisor at Orion Investment Company in St. Louis, MO, holding a Series 63 designation and with 30 years of industry experience. He has been with Orion Investment Company since 1988 and serves as the firm's president. Outside of his advisory role, he is president of Americas Cultural Studies, a publishing business. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and various institutional entities. The firm emphasizes a long-term, low-turnover investment approach centered on a written Target Portfolio developed over a three- to five-year horizon.

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, Missouri, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with The Yanker Group and LPL Financial LLC since 2023. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm employs a range of custodial and program platforms through LPL Financial and utilizes diverse investment vehicles, with portfolio oversight involving fundamental, technical, and cyclical analysis alongside 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.