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.

Justin Volkmar is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Moneta Group Investment Advisors, J.P. Morgan Securities, TIAA-CREF, and Scottrade. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, using a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Jeffrey Larson is a financial advisor with 21 years of industry experience, currently affiliated with 25 Financial. He holds the Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops client investment programs based on individual goals, time horizon, and risk tolerance, employing various analysis methods and generally managing accounts on a discretionary basis with quarterly reviews.

August Goldkamp is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management LLC and VCI Wealth Management LLC. Goldkamp is also licensed as an insurance agent through FEFA Advisors LLC, where he conducts insurance sales on a commission basis. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to 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, with an emphasis on equities and ETFs, tailoring model allocations to client risk profiles.

Justin Cox is a financial advisor with Parkwoods Wealth Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Edward Jones, among others. Prior to entering financial services, he served three years in the United States Army. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, with diversified asset allocations and tailored client strategies.

Terry Daniels is a CFA® charterholder operating at Duncker Streett & Co. with three years of industry experience. Prior to joining Duncker Streett in 2023, he worked for seven years at CNB Bank & Trust. Duncker Streett & Co. provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and pension plans, managing $707 million in assets across approximately 165 client accounts. The firm employs a combination of fundamental, technical, and cyclical analysis with a focus on long-term holdings, tailored asset allocation, and a range of common securities.

Michael Murphy is a financial advisor at Droms Strauss Wealth Management with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with the firm since 2009. Droms Strauss Wealth Management provides customized investment management and financial planning services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $806 million and employs a modern portfolio theory approach focused on asset allocation and long-term investment horizons.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.

Joseph Beck is a financial advisor with IFG Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has experience spanning several firms, including Mercy, IntelliCentrics, Vizient, and Ascension - The Resources Group. IFG Advisors provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using primarily mutual funds and ETFs tailored to each client’s risk profile and objectives.

James Steiner is a financial advisor at Mosaic Wealth with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of his advisory work, he serves on the advisory board of a medical marijuana business and is the treasurer of a nonprofit organization in Naples, Florida. 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-driven investment process with customized portfolio construction and comprehensive financial planning services.

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

Nathan Rivera is a financial advisor at RBF Wealth Advisors in St. Louis, MO. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Edward Jones. RBF Wealth Advisors provides 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 incorporating both fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

James Gissy is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 65 and Series 63 licenses and over 31 years of industry experience. He has been with Capital Management Services since 1986. Outside of advising, he owns Gissy Group LLC, a business involved in office condominium rentals. Capital Management Services provides ongoing portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm uses a tactical asset allocation approach focused on mutual funds and ETFs, with active rebalancing and occasional short positions, and also offers financial planning services to its clients.

Erin Burks is a financial advisor at Syntegra Private Wealth Group LLC with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including Edward Jones, Ameriprise Financial Services, and Securities America. In addition to her advisory role, Burks is employed by MV High Performance, an LLC unrelated to investment activities, and serves as a notary public. 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 variety of quantitative and fundamental techniques, serving a diverse client base with approximately $1.4 billion in discretionary assets across a 12-advisor team.

Duncan Highmark is a CFP® with 30 years of industry experience, currently serving at Mosaic Wealth. He has been with Purshe Kaplan Sterling Investments since 2015 and was President and Principal of Mosaic Family Wealth, LLC until 2021. Outside of his financial advisory work, he serves on the Board of Directors for the St. Louis Sports Commission and works as a color analyst for St. Louis University men's basketball games on Fox Sports Midwest. 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 approach with customized portfolios and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Charles Mcenery III is an investment professional at Orion Investment Company in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sauer, Dazey Investment Company since 2015. Outside of his advisory role, he serves as trustee of a residential subdivision. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and institutional entities such as banks and sovereign-wealth clients. The firm emphasizes a long-term investment approach based on a written "Target Portfolio," focusing on income generation, individual security selection, and low turnover.

David Rolfe is a CFA® charterholder with 33 years of industry experience. He has been with Wedgewood Partners, Inc. since 1992. The firm provides discretionary portfolio management primarily through its Large Cap Growth product to high-net-worth individuals, institutional clients, and serves as a sub-adviser to investment companies. Wedgewood’s investment approach is concentrated and owner-oriented, focusing on long-term holdings selected through quantitative and qualitative analysis.

Zachary Kratofil is a CFP® professional with nine years of industry experience. He has worked at Clayton Financial Group, LLC since 2019 and previously held roles at Moneta Group Investment Advisors, LLC from 2013 to 2019. Clayton Financial Group serves individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations by providing ongoing asset management alongside financial planning and consulting. The firm applies fundamental and technical analysis and modern portfolio theory in its investment process and offers services including executive benefits and equity-compensation planning.