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.

Kevin Lisch is a financial advisor at Mosaic Wealth with a Series 65 designation and two years of industry experience. He previously worked with the Sydney Kings from 2016 to 2023 and has been with Mosaic Family Wealth since 2023. Outside of his advisory role, he serves as a member of the Billiken Athletics Hall of Fame Committee and coaches 7th grade boys basketball for Freeburg Community Consolidated School District 70. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, and third-party sub-advisers while monitoring accounts annually or as needed.

Andrew Kowal is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Cornerstone Wealth Management, Moneta Group Investment Advisors, and Buckingham Wealth Partners. He serves as Treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary assets primarily through tailored model portfolios using individual securities, ETFs, options, and occasionally mutual funds and Independent Managers, combining fundamental, technical, and cyclical investment analysis methods.

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

John Kang is a financial advisor at Anderson Hoagland & Co with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anderson Hoagland since 2008. Anderson Hoagland 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 implements investment policies through fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis while offering advisory support on private, non-public investments.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Vestech Asset Management since 2019 and has prior experience with Farmers Financial Solutions and Executive Financial Group. Outside of his advisory role, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios with discretionary trading authority.

Brian Sanguinet is a financial advisor with 15 years of industry experience, currently with 25 Financial in Saint Louis, MO. He holds the Series 63 and Series 66 designations and has previously worked at Arete Wealth Management LLC, Larson Financial Group, and other firms. Outside of his advisory work, he is the owner of Salon Artiste, a hair salon. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm integrates fundamental, technical, charting, and cyclical analysis in tailored investment programs and offers estate-planning coordination and due diligence services.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at LPL Financial LLC since 2004 and previously held roles at Martin Wier, Inc. and OSAIC. Molly also manages investment advisory services through Bridgewater Asset Management, an independent registered investment advisor. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm employs both strategic and tactical asset-allocation models, reviews portfolios quarterly, and utilizes a blend of fundamental and technical analysis to guide investment decisions.

Paul Tice is a financial advisor at Argos Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Consolidated Financial Investments, Inc. since 1988 and Argos Investment Advisors, LLC since 2008. Tice is the chief investment officer of Argos Partners, managing partner of Argos Capital Markets, founder and continuous manager of Alpha Fund LLC since 2000. He serves as an observer on the boards of Clearent, Compass Electronics, and KE2Therm. Argos Capital Partners provides investment advisory and financial planning services primarily to ultra-high net worth families affiliated with Argos Family Office, along with select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while incorporating active managers and alternative strategies where appropriate, and it manages several private funds with a combination of discretionary and non-discretionary advisory assets.

Airionne Solanke is a CFP® and Series 66–registered advisor with nine years of industry experience. She has worked at Compass Retirement Group LLC since 2017 and has prior experience at Waddell & Reed, Steve Robbins, and Things Remembered. Solanke is also a licensed insurance agent. 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.

Eric Cunningham is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Edward Jones for 12 years and Ameriprise Financial Services, LLC for 2 years. He has been with TBG-Bedford Group LLC since 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a variety of investment vehicles and regular portfolio monitoring.

Wayne Atkins Jr. is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with FEFA Financial in Saint Louis, MO. He has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of finance, he is president of Litmas Inc., an AI platform for litigation attorneys, and holds a passive ownership interest in Xander Law Group, P.A. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental and quantitative analysis with a focus on equities and ETFs, offering tailored investment strategies supported by compliance audits and annual account reviews.

James Evens is a CFP® with 35 years of experience in the financial industry. He has been with Trinity Wealth Advisors since 1997 and Trinity Wealth Securities, LLC since 2001. The firm serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. Trinity Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services that integrate clients’ lifestyle and legacy goals with tailored investment oversight.

Weston Manley is a CFP® and CFA® with 11 years of industry experience. He is currently with IFG Advisors, LLC, where he has worked since 2018. His prior experience includes roles at LPL Financial, RFG Advisory Group, and Buckingham Strategic Wealth. Manley also serves as an independent contractor Interim CFO for Neocova, a software company serving community banks and credit unions. IFG Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services for individuals, families, and businesses. The firm focuses on globally diversified portfolios guided by modern portfolio theory, using primarily mutual funds and ETFs aligned with clients’ risk profiles.

Zhenyu Tang is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding a Series 66 designation and five years of industry experience. His work history includes roles at Lindenwood University and Vestech Securities, Inc., among others. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to manage discretionary portfolio allocations and offers access to specialized strategies through third-party managers.

Lee Boudouris is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with five years of industry experience. Prior to joining Sunpointe in 2021, he worked at Mercer Investment Consulting LLC for six years. 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, emphasizes behavioral and fundamental analysis, and offers family-office services alongside diversified portfolio management.

Michael Orr is a financial advisor with Axius Advisors LLC based in Saint Charles, MO. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and running Orr Financial, a financial consulting business. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and a long-term trading approach, emphasizing risk tolerance documentation and monthly account reviews.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and employs a range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

John Terril is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 65 and Series 63 licenses and bringing 44 years of industry experience. He has worked at Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million on a discretionary basis for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm focuses on fundamental analysis and a long-term investment horizon, employing concentrated portfolios, quantitative asset-selection models, and a range of investment instruments including derivatives and nontraditional assets.

James Matush Jr. is a CFP® with 44 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has been affiliated with Trinity Wealth Securities, LLC since 2000. Outside of his advisory role, he has a longstanding inactive involvement as a user and distributor of healthcare products through Nikken. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. The firm offers comprehensive wealth management, financial planning, and investment oversight, utilizing outside institutional managers within a goals-oriented, structured process.