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Kevin C

CFP®, Series 63, Series 65

Chesterfield, MO

Clark Financial Services Group, Inc.

Kevin Clark is a CFP® certified financial advisor with 26 years of industry experience, currently serving as Vice President at Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999. Outside of his financial advisory work, Clark operates as a scoreboard operator for the St. Louis Cardinals baseball team during the season and serves as Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, operating as Gardius Wealth Advisors, manages approximately $499 million for individual and institutional clients. The firm provides comprehensive financial planning and portfolio management using mutual funds, ETFs, and individual equities, combining fee-based management with insurance brokerage and employing a tactical investment approach that includes charting and technical analysis.

General retirement planning General tax planning Debt management Cash flow / budgeting Life insurance needs analysis
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Joseph F

Series 63, Series 65

Manchester, MO

The Yanker Group

Joseph Farhatt is a financial advisor at The Yanker Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Yanker Group since 2015, also maintaining a role with LPL Financial since 2011. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, providing discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm manages approximately $265 million in client assets and operates on an open-architecture platform through LPL Financial, offering access to a broad range of investment products and implementing strategies based on fundamental, technical, cyclical analysis, and Modern Portfolio Theory.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Steven S

Series 65, Series 63

Saint Charles, MO

Axius Advisors LLC

Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 14 years. He is also an independent insurance agent servicing existing fixed index annuity clients through an outside IMO. Axius Advisors LLC 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, focusing on investments such as mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Annuities
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Geoffrey E

CFA®, Series 65, Series 63

Chesterfield, MO

MBM Wealth Consultants, LLC

Geoffrey Eikmann is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with MBM Wealth Consultants, LLC and has previously worked at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets across roughly 600 clients using tailored model portfolios that incorporate equity, debt securities, ETFs, options, and other investment vehicles.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Kurt S

Series 65, Series 63

Saint Charles, MO

Axius Advisors LLC

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding Series 65 and Series 63 credentials with seven years of industry experience. He has worked with several firms including Brookstone Capital Management, Cambridge Investment Research Advisors, and Arete Wealth Advisors. Axius Advisors provides discretionary 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 conducts monthly reviews while primarily investing in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Annuities
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Meaghan K

Series 66

O Fallon, MO

RPG Family Wealth Advisory, LLC

Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
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Thomas R

ChFC®, Series 63, Series 65

Chesterfield, MO

Bridgewater Asset Management LLC

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater Asset Management since 2014 and has also been associated with LPL Financial since 2000. Bridgewater Asset Management LLC provides investment advisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a combination of strategic and tactical asset allocation, using fundamental, technical, and cyclical analysis, and offers discretionary asset management, financial planning, and pension consulting.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Steven K

Series 63, Series 66

Saint Charles, MO

Axius Advisors LLC

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Annuities
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Benjamin C

Series 66

Ellisville, MO

MDRN Capital

Benjamin Cason is a Series 66 licensed advisor with 15 years of industry experience. He has worked at MDRN Capital since 2026 and previously held roles at Fisher Investments, Charles Schwab, TD Ameritrade, and Scottrade Investment Management. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios with unaffiliated Independent Managers and low-cost mutual funds and ETFs, applying both fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeffrey F

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory role, Fiehler is involved in agricultural and farming businesses as well as a staffing and management company affiliated with Syntegra. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, and individual securities, utilizing both quantitative and fundamental investment techniques, and includes an affiliated tax and business services entity.

ESG / Sustainable investing Active portfolio management
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Phillip D

CFP®, Series 63, Series 65

Chesterfield, MO

Brand Asset Management Group, Inc.

Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.

Multi-generational wealth transfer Charitable giving & philanthropy Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Approaching retirement
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Mikaela H

CFP®, Series 65

Chesterfield, MO

Brand Asset Management Group, Inc.

Mikaela Hodges is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO. She has three years of industry experience, having worked with the firm since 2020. Her prior work includes positions at Rossman School, Covenant Seminary, and Technology Partners. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored wealth management and family office solutions, employing a multi-asset, multi-manager approach with an emphasis on personal consultation and strategic asset allocation.

Multi-generational wealth transfer Charitable giving & philanthropy Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Approaching retirement
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Scott Y

CFP®, Series 63, Series 65

Manchester, MO

The Yanker Group

Scott Yanker is a CFP® with 41 years of experience in the financial services industry. He has been with The Yanker Group since 2015 and has also worked at LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2003. Outside of his advisory work, he is involved in a bed and breakfast business operated with family members. The Yanker Group primarily serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform through LPL Financial and employs a variety of investment strategies, maintaining a higher client load per advisor than typical for similar supported practices.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Andrew S

Series 65

Chesterfield, MO

Brand Asset Management Group, Inc.

Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Multi-generational wealth transfer Charitable giving & philanthropy Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Approaching retirement
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Robert B

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014 and has been associated with LPL Financial since 2004. Balice is also the owner of Balice Photography, a business outside the financial sector. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm employs strategic and tactical asset allocation models, reviews portfolios quarterly, and incorporates both fundamental and technical analysis to guide investment decisions.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Samuel M

Series 66

St. Louis, MO

Adk Wealth Advisory Group

Samuel Miller is a financial advisor with Adk Wealth Advisory Group in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and has an ongoing association with LPL Financial since 2007. Outside of his advisory role, Miller serves as a notary public in Missouri, providing services without charge to clients, friends, and family. ADK Wealth Advisory Group is an SEC-registered investment adviser that offers fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across various asset classes and provides both discretionary and non-discretionary services, including retirement-plan advisory and customized planning, with investment programs delivered through LPL-sponsored platforms.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Justin F

CFP®, Series 63, Series 66

Chesterfield, MO

MBM Wealth Consultants, LLC

Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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John S

Series 66

St. Louis, MO

Adk Wealth Advisory Group

John Sinak is a financial advisor with ADK Wealth Advisory Group in St. Louis, Missouri, holding the Series 66 designation and 22 years of industry experience. He has worked at Kraft, Davis and Associates since 2021 and has been with LPL Financial since 2012. ADK Wealth Advisory Group is an SEC-registered adviser providing fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across multiple asset classes, serving both discretionary and non-discretionary accounts with a range of specialized investment and advisory services.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Garrett J

Series 65

Chesterfield, MO

Vantage Point Financial, LLC

Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate alternative investments and coordinate tax-sensitive decisions through affiliated entities.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
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Andrew B

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Andrew Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 licenses. He began his financial services career in 2025 with Forsythe Findley Wealth Advisors and joined Bridgewater Asset Management and LPL Financial LLC in 2026. Prior to his advisory roles, he attended the University of Missouri - Columbia and has held various positions in retail and education. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a combination of strategic and tactical asset-allocation models to oversee portfolios, which include a range of investment vehicles such as individual stocks, bonds, mutual funds, ETFs, and options.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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