Jane Davidson is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, using proprietary Artesys model portfolios that emphasize asset allocation and diversification under Modern Portfolio Theory. The firm manages pooled vehicles as a subadviser and serves ERISA §3(38) plan sponsors, delivering much of its service digitally to a large client base.

Jennifer Chatfield is a financial advisor with Vestia Personal Wealth Advisors in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Larson Financial Securities, LLC and Larson Financial Group, LLC. Chatfield is also a registered representative with Ausdal Financial Partners. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach that incorporates multiple management platforms, alternative investments, and private capital solutions.

James Steiner is a financial advisor at Mosaic Wealth with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Mosaic Family Wealth. Outside of his advisory work, he serves on the advisory board of a medical marijuana business and is the treasurer of a nonprofit organization in Naples, Florida. 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-driven investment process with customized portfolio construction and comprehensive financial planning services.

Duncan Highmark is a CFP® with 30 years of industry experience, currently serving at Mosaic Wealth. He has been with Purshe Kaplan Sterling Investments since 2015 and was President and Principal of Mosaic Family Wealth, LLC until 2021. Outside of his financial advisory work, he serves on the Board of Directors for the St. Louis Sports Commission and works as a color analyst for St. Louis University men's basketball games on Fox Sports Midwest. 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 approach with customized portfolios and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

Scott Iverson is a CFP® and ChFC® with 10 years of industry experience. He has been with Claris Advisors, LLC since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy using primarily passive mutual funds and collaborates with third-party sub-advisers for specialized mandates.

Robert Jones Jr. is a Series 65-licensed financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience and is part of a six-advisor team. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm focuses on proprietary Artesys model portfolios emphasizing asset allocation and diversification, and serves as an ERISA §3(38) investment manager as well as a subadviser to collective investment trusts.

Bethany Lepage is a financial advisor at Mosaic Wealth with Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at J Walsh Insurance and Washington University in St. Louis. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and select family-office services. The firm uses a primarily long-term fiduciary approach and fundamental analysis to construct diversified portfolios, with ongoing monitoring and tactical adjustments as needed.

James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Larry Shikles is a financial advisor at Mosaic Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mosaic Family Wealth Partners, LLC since 2022, following prior roles at Mosaic Family Wealth, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, Shikles serves on the Board of Directors and as First Vice President for the Greater St. Louis Fellowship of Christian Athletes, a nonprofit organization. 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 process with customized portfolio construction and offers a range of services including discretionary portfolio management and family-office bill-pay services.

Gregg Cole is a financial advisor at Mosaic Wealth with a Series 65 credential and 25 years of industry experience. Prior to joining Mosaic Wealth in 2025, he founded and operated Cole & Company PC for 25 years. He serves as a board member and treasurer for The Way Church and is also on the advisory board for Midwest BankCentre. 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’s investment approach is long-term and grounded in fundamental analysis, offering customized portfolio construction and a range of services including discretionary portfolio management and financial planning.

Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.

Sheldon Harber is a CFP®-designated financial advisor with 46 years of industry experience, currently serving at Visionary Wealth Advisors, LLC in St. Louis, MO since 2016. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harber is a passive investor and member of Aisle411 Partners LLC, a technology company focused on indoor location services. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with M Holdings Securities since 2001 and also has long tenures at Equitable Advisors and Bryant Group, Inc. Outside of his advisory work, Cammon serves on the finance committee of St. Louis Priory School and is president of Cammon Company. M Holdings Securities, Inc. serves individual and institutional clients nationwide through a network of independent advisors, offering a combination of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various platforms and access to proprietary and third-party resources.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked for Sterling Capital Management, Inc. for 31 years before joining Visionary Wealth Advisors in 2019. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.

Gary London is a financial advisor at Prospera Financial Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Prospera since 2025, following a 17-year tenure at Cutter & Company, Inc. and earlier roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Outside of his advisory work, he is involved in a business that rents inflatable bounce houses and slides. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

David Sherman III is a financial advisor at TFO Wealth Partners with 19 years of industry experience. He holds a Series 65 designation and has managed Sherman TDC, LLC since 2010. Outside of his advisory role, he manages collectible-related entities. TFO Wealth Partners serves individual clients, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.