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 in Saint Louis, MO, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mutual of Omaha Investment Services and AXA Equitable. Outside of advisory work, he is also engaged as an insurance agent and serves as a substitute teacher. Coho Advisory Services manages approximately $52 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory approach with a core passive allocation and tactical active adjustments, primarily managing assets on a non-discretionary basis with co-advisory relationships to access third-party managers.

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.

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 with FEFA Financial in Saint Louis, MO, holding a Series 65 license and three years of industry experience. His prior roles include positions at AE Wealth Management LLC and Wheelhouse Downtown. He is also a licensed insurance agent through FEFA Advisors LLC. 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 a focus on equities and ETFs, tailoring model allocations to client risk profiles.

Justin Cox is a financial advisor at Parkwoods Wealth Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, TD Ameritrade, Edward Jones, and United Missouri Bank. He served in the United States Army from 2014 to 2017. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

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.

Jennifer Chatfield is a financial advisor with Vestia Personal Wealth Advisors in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Larson Financial Securities, LLC and Larson Financial Group, LLC. Chatfield is also a registered representative with Ausdal Financial Partners. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach that incorporates multiple management platforms, alternative investments, and private capital solutions.

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.

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 bringing 30 years of industry experience. He has been with Capital Management Services since 1986. Outside of advising, he owns Gissy Group LLC, which manages office condominium rentals. Capital Management Services provides portfolio management for individuals, trusts, businesses, and employee benefit plans, as well as serving as a money manager for other investment advisers. The firm utilizes a tactical asset allocation approach with mutual funds and ETFs, incorporating active rebalancing and occasional short positions.

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.