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.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

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.

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.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Mosaic Family Wealth Partners, Allstate Insurance Company, and Lindenwood University. He serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach utilizing fundamental analysis to construct and monitor diversified portfolios.

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.

Chris Griesedieck is a CFP® professional with 26 years of industry experience, currently serving at Zemenick & Walker, Inc. since 1999. He participates in an investment club with approximately 30 members and holds a role as an advisory director at Central Bank of St. Louis. Zemenick & Walker, Inc. is an independent, fee-only investment adviser that provides portfolio management and financial planning for high-net-worth individuals, foundations, and other institutional clients. The firm uses a team-based approach with a predominately non-discretionary model, emphasizing diversification and formal client approval of trades.

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.

Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.

Gail Wild is a financial advisor at Mosaic Wealth with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. 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 investment process grounded in fundamental analysis and offers customized portfolio construction using a range of investment vehicles.

Kevin Lisch is a financial advisor at Mosaic Wealth with a Series 65 designation and two years of industry experience. He previously worked with the Sydney Kings from 2016 to 2023 and has been with Mosaic Family Wealth since 2023. Outside of his advisory role, he serves as a member of the Billiken Athletics Hall of Fame Committee and coaches 7th grade boys basketball for Freeburg Community Consolidated School District 70. 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 select family-office bill-pay services. The firm employs a customized, primarily long-term fiduciary approach, constructing portfolios using mutual funds, ETFs, individual securities, and third-party sub-advisers while monitoring accounts annually or as needed.

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.