Spencer Funk is a CFP® with 12 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions at Eagle Strategies, Nylife Securities LLC, Darin J. Robinson, and Schmitt Profitools. Outside of his advisory work, he manages rental properties. Precision Wealth Strategies provides comprehensive 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 that aligns asset allocation with clients’ cash-flow needs and offers services ranging from portfolio construction to retirement plan consulting.

Wesley Leftwich is an advisor at EntreWealth with six years of industry experience. His prior roles include positions at Dew Wealth Management and Plancorp, LLC. He also spent time at the University of Missouri and Elite Performance Academy earlier in his career. EntreWealth offers investment advisory services to individuals, businesses, and retirement plans, focusing on long-term trading strategies that combine various analytical approaches within client-specific Investment Policy Statements. The firm manages custodial accounts, may engage sub-advisors, and sponsors pooled investment vehicles recommended to clients when appropriate.

Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.

Jeffrey Severin is a financial advisor at Severin Investments LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at LPL Financial from 2013 to 2016 and has been with Severin Investments since 2013. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management using proprietary model portfolios, retirement advisory, 401(k) consulting, and financial planning, employing a combination of fundamental and technical analysis with tactical tilts and sector rotation.

Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle 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 focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

Robert Jones is a financial advisor with R.T. Jones Capital Equities Management Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with R.T. Jones Capital Equities, Inc. since 1987 and also works with Moloney Securities Co., Inc. Jones serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, employing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing under Modern Portfolio Theory. The firm offers discretionary portfolio management with a strong digital service component and serves as an ERISA §3(38) investment manager and subadviser to collective investment trusts.

Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.

Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and as president of a local Soccer Booster Club. Archford Capital Strategies provides portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. 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.

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has over 14 years of industry experience, including 12 years at Regions and 3 years with FRA Wealth Management. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses an open-architecture investment approach, combining passive and active strategies, and emphasizes client engagement and education.

Krystal Hill is a CFP® professional with 13 years of industry experience. She has been with Zemenick & Walker, Inc. since 2011. The firm is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. Zemenick & Walker employs a team-based process with a predominately non-discretionary model, emphasizing diversification and client-approved investment decisions.

Manson Clement is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Mosaic Wealth, he worked for ten years at Kirk Day School. 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 related services. The firm employs a customized, primarily long-term fiduciary approach, using fundamental analysis to construct and monitor portfolios that may include mutual funds, ETFs, individual securities, and pooled private vehicles.

John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. 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 approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.

Joseph Roosevans is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC in O'Fallon, Illinois, and has been president of Financial Resources of America, an insurance agency, since 1986. He also serves as president of FRA Trust, LLC, a trust representative office focused on estate planning. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, including high-net-worth clients. The firm uses an open-architecture investment model combining passive and active management, with services ranging from portfolio management to comprehensive financial planning.

Joshua Rood is a financial advisor at Severin Investments LLC in St. Louis, MO, holding a Series 65 license with one year of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors with discretionary portfolio management, financial planning, and estate-planning support. The firm uses proprietary model portfolios and an investment policy statement process, combining fundamental and technical analysis through an internal Investment Committee.

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.