Airionne Solanke is a CFP® professional with nine years of experience in financial advising. She has been with Compass Retirement Group LLC since 2017 and holds a Series 66 license. Outside of her advisory role, she is a licensed insurance agent. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models managed through the Orion platform and third-party managers.

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 financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and a law firm, Xander Law Group, P.A., where he holds a passive ownership interest. Outside of finance, he serves as president of Litmas Inc., an AI platform designed for litigation attorneys. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs in model allocations tailored to client risk profiles.

Weston Manley is a CFP® and CFA® with 11 years of industry experience, currently with IFG Advisors, LLC since 2018. His prior roles include positions at LPL Financial, RFG Advisory Group, and Buckingham Strategic Wealth. He also serves as an independent contractor Interim CFO for Neocova, a software provider for community banks and credit unions. IFG Advisors offers portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing fundamental security analysis alongside market and economic-cycle trends.

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 in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.

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 63 and Series 65 credentials 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 for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings, uses quantitative models for different risk profiles, and employs a concentrated portfolio approach with occasional use of derivatives and nontraditional investments.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

David Stoll is a financial advisor at Archford Capital Strategies, LLC in St. Louis, MO, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Severin Investments and Auto Assure. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Sarah Wolk is a CFP® professional affiliated with Mosaic Wealth in St. Louis, MO, with nine years of industry experience. She has been with Mosaic Family Wealth Partners, LLC since 2022 and previously worked at Mosaic Family Wealth, LLC from 2016 to 2021. Wolk is also involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach using fundamental analysis to build portfolios across various investment vehicles and offers held-away account oversight along with access to third-party cash-management and credit solutions.

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

Tyler Campo is a financial advisor at Mosaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mosaic Wealth in 2022, he worked at Purshe Kaplan Sterling Investments, Mosaic Family Wealth, LLC, and Edward Jones. Outside of advising, Mr. Campo serves as an adjunct instructor at several Missouri universities and is a board member for Greenville University and Seedbed. 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, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Jason Niemann is a CFA® charterholder with 20 years of industry experience. He has worked at Droms Strauss Wealth Management since 2019 and previously held positions at Busey Capital Management and Fifth Third Securities. Jason is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Droms Strauss Wealth Management is a six-advisor registered investment adviser managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized investment management and integrated financial planning, utilizing a fundamental analysis and modern portfolio theory approach with an emphasis on asset allocation.

Christopher Harsley is a financial advisor with Coho Advisory Services, LLC, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has worked at firms including AXA Equitable, Mutual of Omaha Investment Services, and Crump Insurance Company. Outside of financial advising, he is involved in substitute teaching in the Missouri area. Coho Advisory Services serves individual and high-net-worth clients, managing approximately $52 million across about 150 relationships. The firm employs a combination of passive and tactical active portfolio management and offers both discretionary and non-discretionary services, with a focus on individualized Investment Policy Statements and co-advisory partnerships.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. 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 discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Jane Davidson is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, using proprietary Artesys model portfolios that emphasize asset allocation and diversification under Modern Portfolio Theory. The firm manages pooled vehicles as a subadviser and serves ERISA §3(38) plan sponsors, delivering much of its service digitally to a large client base.

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FEFA Financial, he worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs tailored to client risk profiles.