Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 14 years. He is also an independent insurance agent servicing existing fixed index annuity clients through an outside IMO. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, focusing on investments such as mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding Series 65 and Series 63 credentials with seven years of industry experience. He has worked with several firms including Brookstone Capital Management, Cambridge Investment Research Advisors, and Arete Wealth Advisors. Axius Advisors provides discretionary 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 conducts monthly reviews while primarily investing in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services 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 fee-based financial planning options.

Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. 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, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent with Penn Mutual, spending approximately five hours per month reviewing and recommending insurance products. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with a range of professional advisors. The firm offers access to various investment vehicles, including private funds managed by its affiliated adviser, and employs a disciplined, multi-strategy approach for discretionary portfolio management.

Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. 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 using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.

Douglas Rothermich is a financial advisor at Fidelis Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at TIAA-CREF Trust Co., FSB for 26 years. Outside of his advisory role, he contributes investment-related content to Kiplinger without compensation. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside financial planning and business consulting.

Kyle Jones is a financial advisor with FYRA Capital Management in St. Charles, MO, holding a Series 66 designation and 19 years of industry experience. He has held roles at several firms, including Calton & Associates, Inc. and Wamhoff Financial Planning, and serves as a managing member of Equitas Accounting, LLC, which provides tax preparation and related accounting services. FYRA Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm utilizes a diversified investment approach involving asset allocation across equities, ETFs, and mutual funds, incorporating fundamental, quantitative, and technical analysis alongside third-party managers.

Norman Eccarius is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at AE Wealth Management, Asset Protection Strategies, Center Street Advisors, and National Planning Corporation. Additionally, he operates Eccarius Financial, where he is involved in insurance sales and services. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes multi-manager portfolios and alternative investment options, with investment decisions guided by an Investment Committee that offers various model and custom portfolios.

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.

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

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.

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Andrew Buehler is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at TD Ameritrade and Calton & Associates, Inc. He also serves as an advisor with the Council of Financial Educators, presenting information on retirement topics. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored plans, foundations, and trusts. The firm emphasizes asset allocation across equities, ETFs, and mutual funds using fundamental, quantitative, and technical analysis, and incorporates written client profiles and multi-generational wealth plans in its process.

Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.