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.

Chandler Williamson is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Preferred Capital Securities and E*TRADE Securities and is involved in insurance sales through Pineridge Advisors, LLC. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis alongside third-party managers.

Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.

Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.

Jacob Brydels is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and often incorporates insurance contracts as part of retirement risk management.

Matthew Losse is a financial advisor at FEFA Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Colonial Life. He is also a licensed insurance agent at FEFA Advisors. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, typically emphasizing equities and ETFs tailored to client risk profiles.

William Albair is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. His previous roles include positions at PFG Advisors, LLC, Securities America, Inc., BEAM Asset Management, and Financial and Investment Management Advisors, Inc. In addition to advisory work, he maintains a licensed insurance agent role. Universal Financial Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, with an investment approach centered on asset allocation and diversification guided by Modern and Post-Modern Portfolio Theory.

Matthew Bower is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He is based in St. Louis, MO and is part of an eight-advisor team. Clayton Financial Group serves individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations by providing asset management alongside financial planning and consulting. The firm employs fundamental and technical analysis, modern portfolio theory, and offers both discretionary and non-discretionary portfolio management, with specialized services including executive benefits and equity-compensation planning.

Ryan Furlong is a CFP® with nine years of industry experience and is currently with Parkwoods Wealth Partners, LLC. His prior roles include positions at Buckingham Wealth Management, Facet Wealth, and PurposePath Capital. He is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing portfolio monitoring and rebalancing.

Aaron Ward is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked with Roman Butler Fullerton & Co since 2010 and with Triad Advisors Inc from 2010 to 2023. In addition to his advisory role, Ward provides student loan repayment planning for dental and other emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers 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, combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.

Tracy Sullivan is a Series 66-licensed financial advisor with one year of experience at Compass Retirement Group. Prior to joining Compass, she worked at Edward Jones for eight years and spent four years at Mercy. Outside of her advisory work, she operates Small Batch Sanctuary LLC, a yoga instruction business, and is the owner of Discipleship Collaborative LLC, which involves book authorship, public speaking, and ministry-related activities. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, financial planning, and estate-planning support using technology-driven solutions and asset allocation models.