Robert Jones Jr. is a Series 65-licensed financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience and is part of a six-advisor team. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm focuses on proprietary Artesys model portfolios emphasizing asset allocation and diversification, and serves as an ERISA §3(38) investment manager as well as a subadviser to collective investment trusts.

Russ Phillips is a financial advisor at Terril & Company with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Terril & Company in 2023. Terril & Company is an SEC-registered investment adviser managing approximately $988 million in discretionary assets for individuals, pension plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis, a long-term holding horizon, and employs quantitative asset-selection models, offering a concentrated portfolio approach that includes the use of derivatives and a range of traditional and nontraditional investments.

Julio Mendez is a financial advisor at TBG-Bedford Group LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Edward Jones. Prior to entering financial services, he spent seven years at Medtronic Inc. 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.

John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, using fundamental analysis and maintaining focused portfolios with regular performance reviews.

Bethany Lepage is a financial advisor at Mosaic Wealth with Series 65 and Series 63 credentials and three years of industry experience. She has worked at Mosaic Family Wealth Partners since 2021 and previously held roles at J Walsh Insurance and Washington University in St. Louis. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, using fundamental analysis to construct and monitor portfolios that include mutual funds, ETFs, individual securities, and pooled private vehicles.

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Robert Butler Jr. is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Triad Advisors, Inc. since 1998 and has been associated with Roman, Butler, Fullerton & Co. since 1981. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages diversified portfolios using fundamental and technical analysis, overseeing approximately $716 million in discretionary assets.

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.

Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Monetary Management Group since 1998 and also spent four years at Moloney Securities Co., Inc. In addition to his advisory role, he is a licensed insurance producer with qualifications in multiple lines including life, casualty, and variable annuities. Monetary Management Group provides discretionary investment management services to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm delivers portfolio management through its registered investment adviser representatives using fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Karson Westhoff is a Series 65-licensed advisor at Moment Private Wealth in Saint Louis, MO, with one year of industry experience. His background includes roles at Focus Financial Wealth, ProPartners Team, and the University of Missouri-Columbia. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing investment management and holistic financial planning with an emphasis on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory.

Craig Hoagland is a CFA® charterholder and registered investment adviser with 28 years of industry experience. He has been with Anderson Hoagland & Co since 1996. Outside of his advisory role, Mr. Hoagland serves on the board of directors of Western Construction Group, a privately owned construction company in St. Louis. Anderson Hoagland & Co provides discretionary investment management and financial consulting for individuals, high-net-worth clients, corporations, pension plans, trusts, and charitable organizations. The firm focuses on fundamental equity selection and fixed-income management, maintaining portfolios typically composed of 20–30 stocks held for one to three years, and it also offers consulting on private investments.

Larry Shikles is a financial advisor at Mosaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mosaic Family Wealth Partners, LLC since 2022, following prior roles at Mosaic Family Wealth, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, Shikles serves on the Board of Directors and as First Vice President for the Greater St. Louis Fellowship of Christian Athletes, a nonprofit organization. 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 process with customized portfolio construction and offers a range of services including discretionary portfolio management and family-office bill-pay services.

Michael Meara is a financial advisor at RBF Wealth Advisors with 32 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Renaissance Financial Corp, Securian Financial Services, and Nexus Wealth Advisors LLC. Outside of advising, he owns Miguel 2016 LLC, a personal legal entity for tax and accounting purposes. RBF Wealth Advisors provides fee-based investment management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm manages approximately $716 million in discretionary assets and employs diversified portfolios aligned with modern portfolio theory, primarily on a discretionary basis with regular reviews.

George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Monetary Management Group Inc since 2013. He holds Series 63 and 65 licenses and is based in St. Louis, MO. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives act as portfolio managers, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon using fundamental, technical, and cyclical analysis.

Gregg Cole is a financial advisor at Mosaic Wealth with a Series 65 credential and 25 years of industry experience. Prior to joining Mosaic Wealth in 2025, he founded and operated Cole & Company PC for 25 years. He serves as a board member and treasurer for The Way Church and is also on the advisory board for Midwest BankCentre. 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’s investment approach is long-term and grounded in fundamental analysis, offering customized portfolio construction and a range of services including discretionary portfolio management and financial planning.

Lucas Wapinsky is a financial advisor at FEFA Financial with six years of industry experience. He holds a Series 65 designation and has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. In addition to advisory work, he is involved in insurance sales and serves as a retirement planner and disability retirement director with 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’s investment approach combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs and using model allocations tailored to client risk profiles.

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Lindsey Holbrook is a financial advisor at Huntleigh Advisors, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Huntleigh Advisors and associated Huntleigh Securities Corporation since 2018, previously serving clients at Wolfrum and Company, LLC and David A Noyes & Company. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and retirement plans by offering discretionary and non-discretionary asset management, model portfolio programs, and sub-advisory services. The firm employs a range of investment strategies, including its specialized MindShare small- and micro-cap program, which combines fundamental research with investor sentiment and technical analysis.

Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.