Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors in St. Louis, MO, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Buckingham Asset Management. Outside of advising, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

Paul Alegnani is a CFA® charterholder with eight years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. for nine years. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and trustee-related services, employing a long-term, asset-allocation approach that incorporates a range of investment vehicles and proprietary models.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.

John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Timothy Dew is a financial advisor with FRA Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to joining FRA Wealth Management in 2022, he worked for eight years at Logistic Resource Solutions. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, utilizing an open-architecture investment model that combines passive and active managers and addresses a variety of financial planning needs including retirement and estate planning. The firm manages a large client base with a small advisory team and offers both discretionary and non-discretionary portfolio management.

Robert Reidelberger is a financial advisor at RDA Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with RDA Financial Network since 2019. Outside of his advisory role, he is a minority partner at SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under a Wealth Management Committee and supports multiple service channels including fiduciary plan-sponsor services.

Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. 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 focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Grant Giardino is a CFP® professional with four years of industry experience, currently serving at Dew Wealth Management. Before joining Dew Wealth Management, he worked at Plancorp, SABATKA & CO., and held roles at Kansas State University and other organizations. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its multi-step family office services.

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.

Samuel Hanger is a CFP® and ChFC® with 11 years of industry experience. He has been with Archford Capital Strategies, LLC since 2015 and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Private Client Services. He serves on the Foundation Board of Finance Committee at the Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm offers customized, primarily long-term portfolio construction using various investment vehicles and specialized solutions such as options strategies and Market Participation Structured Products.

Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.

Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.

Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.

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.

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.