Anthony Striker is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior experience includes roles at Duncan Financial Management, Inc. and Edward Jones. He has worked at Wheelhouse Advisory Group since 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and internally developed models, offering ongoing planning and portfolio oversight under written advisory agreements.

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.

Sampson Norton is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with The Yanker Group and has previously worked at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and UMB Financial Services. Norton serves as a board member of the nonprofit Buddy Fund in St. Louis, MO. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm uses LPL Financial custodial and program platforms, applying fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to manage portfolios with mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Carlye Knight is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Yanker Group in Manchester, MO. Her prior experience includes roles at Morgan Stanley and LPL Financial. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm utilizes an open-architecture platform through LPL Financial and manages approximately $265 million in client assets across a three-advisor team.

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.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Patrick Bruno is a financial advisor at Monetary Management Group Inc with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Monetary Management Group since 2006, following a brief tenure at Moloney Securities Co., Inc. from 2019 to 2020. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives manage portfolios directly, using fundamental, technical, and cyclical analysis to tailor strategies to clients’ objectives and risk tolerances.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

Cameron Meehling is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Charles Schwab and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis alongside internally developed investment models, offering ongoing planning and portfolio oversight as a fiduciary.

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.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. In addition to his advisory role, Moore oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning for individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Jeffery Campos is a financial advisor at Wheelhouse Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and delivers ongoing planning and portfolio oversight under fiduciary agreements.

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.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.

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.

Anthony Rich is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Rich serves as a Public Affairs Flight Commander for the Missouri Air National Guard and is a board member of St. Joseph School, a private Catholic school. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and manages client portfolios on a discretionary basis.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. Monetary Management Group provides discretionary investment management services to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.