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.

Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.

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.

Megan Miener is a financial advisor at FYRA Capital Management with seven years of industry experience. She holds a Series 65 designation and has previously worked at Pineridge Advisors, LLC, AE Wealth Management, LLC, and Heise Advisory Group. FYRA Capital Management provides 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 using fundamental, quantitative, and technical analysis combined with model and third-party managers.

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Kaplan has been with Cornerstone Wealth Management since 2012 and also affiliated with LPL Financial since 2009. Outside of advising, he serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a blend of fundamental, quantitative, and qualitative analyses with ongoing account supervision and utilizes multiple advisory programs and platforms to support a large and diverse client base.

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Suresh Fernando is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Creative Financial Designs, Inc. and has been with Pathfinder Financial Advocates since 2014. Fernando is also involved in independent insurance sales and serves as President of Pathfinder Financial Advocates, LLC. Creative Financial Designs, Inc. provides investment management and financial planning services to individual clients, charitable organizations, businesses, and retirement plans. The firm employs a model-driven investment approach that incorporates third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing arrangements and specialized management programs.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.