James Mc Key is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles with tailored account supervision.

Eric Meyer is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has held various roles across industries including security, pharmaceuticals, and academia, beginning his advisory career in 2026. Prior to joining Foundations, he worked at The Chamberlin Group and GardaWorld Security among other organizations. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual investors, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and offers services through a broad network of affiliated offices and advisors.

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.

Tim Mackowiak is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with Saxony Capital Management, LLC since 2025. His prior roles include positions at Wells Fargo Securities, First Clearing, Ameriprise, and Merrill. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a range of investment approaches, including discretionary asset management and third-party advisory services.

John Martin is a Series 65-licensed financial advisor at Visionary Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Dynamic Investment Strategies and Apex Oil Company, as well as six years at the law firm Lewis Rice. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Jacqueline Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. She previously worked at Cutter & Company, Inc. for 14 years and Greater Image for 13 years. She holds the Series 66 designation. Prospera Financial Services is a multi-team advisory firm with over 270 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 platforms and programs.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms. Financial & Tax Architects provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning preparation tools.

Brent De Rossett is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The ON Equity Sales Company and Ohio National Financial Services. Brent is co-owner and managing partner of Advocate CPAs & Advisors, LLC, a CPA and tax firm, and serves on several homeowner association boards in volunteer roles. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm employs a multi-team model and offers discretionary asset management alongside hourly and flat-fee financial planning, utilizing varied investment strategies and third-party manager due diligence.

Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice based on client goals.

Nicholas Luchtefeld is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 66 and Series 65 credentials and 20 years of industry experience. He has been with UMB Financial Services since 2010 and concurrently works with UMB Bank since 2009. Outside of his advisory role, he serves as a professor at the Graduate School of Business. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Jason Schuhmacher is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked with Larson Financial Group and Larson Financial Securities since 2021. Outside of financial advising, he works part-time as a real estate agent assisting clients in buying and selling homes. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including brokerage, commercial real estate, and private equity.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and several other firms before joining Saxony Capital Management. Hoffman also acts as a financial advisor and insurance agent for various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model, offering discretionary asset management alongside financial planning and consulting, using a range of investment methods and third-party managers.

Timothy Flanagan is a CFP® professional with 10 years of industry experience, currently serving at Visionary Wealth Advisors, LLC. He worked at Edward Jones for six years prior to joining his current firm. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and combines fundamental, technical, and cyclical analysis within an asset-allocation framework influenced by Modern Portfolio Theory.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.

Kathryn Freeman is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2011 and has also been affiliated with First State Community Bank since 2008. Freeman operates her own financial advising business, K Freeman Planning LLC, as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Neal Furlong is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including LPL Financial and V Wealth Management. He serves as a board member of the Ladue Education Foundation, where he participates in grant voting and organizing the Alumni Committee golf tournament. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.