Terry Moyers Jr. is a financial advisor with Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Moyers also conducts insurance sales as part of his professional activities. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses discretionary portfolio management with firm-developed model portfolios and incorporates a variety of quantitative and fundamental investment techniques.

Ryan Green is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored services such as Mosaic Wealth Management© and a Brand Family Office for high net worth clients, using a multi-asset, multi-style approach with a focus on continuous personal consultation.

Thomas Brown is a financial advisor at Capital Management Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at World Equity Group, Inc. for 13 years. Outside of advisory work, he assists high school juniors and seniors with college and career selection through College Funding Solutions. Capital Management Services provides ongoing portfolio management and financial planning to individuals, trusts, businesses, and employee benefit plans. The firm uses a tactical asset allocation approach with mutual funds and ETFs, incorporates active rebalancing, and manages accounts for other advisers.

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. 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 client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Scottrade Investment Management, and Wells Fargo Advisors. The Yanker Group provides fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm offers portfolio management, comprehensive financial planning, and hourly consulting using custodial and program platforms through LPL Financial, implementing portfolios with a range of investment vehicles informed by multiple analytical methods and Modern Portfolio Theory.

James Blake is a CFP® and Series 66-registered advisor with nine years of industry experience. He has been with Brand Asset Management Group, Inc. since 2019 and previously worked at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the board of directors at St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering multi-asset portfolio construction and strategic asset allocation. The firm’s Mosaic Wealth Management© turnkey service and Brand Family Office cater to clients with significant assets, combining investment management with coordinated estate and accounting services.

Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.

Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.

Matthew Losse is a financial advisor at FEFA Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company and Colonial Life. Mr. Losse is also a licensed insurance agent at FEFA Advisors. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, typically emphasizing equities and ETFs, and prepares individualized Investment Policy Statements for clients.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.

Andrew Kowal is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Cornerstone Wealth Management, Moneta Group Investment Advisors, and Buckingham Wealth Partners. He serves as Treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary assets primarily through tailored model portfolios using individual securities, ETFs, options, and occasionally mutual funds and Independent Managers, combining fundamental, technical, and cyclical investment analysis methods.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at LPL Financial LLC since 2004 and previously held roles at Martin Wier, Inc. and OSAIC. Molly also manages investment advisory services through Bridgewater Asset Management, an independent registered investment advisor. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm employs both strategic and tactical asset-allocation models, reviews portfolios quarterly, and utilizes a blend of fundamental and technical analysis to guide investment decisions.

Wayne Atkins Jr. is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with FEFA Financial in Saint Louis, MO. He has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of finance, he is president of Litmas Inc., an AI platform for litigation attorneys, and holds a passive ownership interest in Xander Law Group, P.A. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental and quantitative analysis with a focus on equities and ETFs, offering tailored investment strategies supported by compliance audits and annual account reviews.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. 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 using firm-developed model portfolios and employs a range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Joseph Bartmess is a financial advisor with LVZ, Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at SagePoint Financial, Next Financial Group, and Edward Jones. Outside of advising, he serves on multiple nonprofit boards, including the Wildwood Family YMCA, Canterbury Enterprises, Manchester United Methodist Church, and The Rotary Club of West St Louis County, and he leads financial education seminars as Chapter President of the American Financial Education Alliance in Saint Clair County. LVZ, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and qualified retirement plans. The firm offers diversified portfolio strategies using ETFs, mutual funds, and other instruments and supports over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets.

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory to tailor model allocations based on client risk profiles.

August Goldkamp is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management LLC and VCI Wealth Management LLC. Goldkamp is also licensed as an insurance agent through FEFA Advisors LLC, where he conducts insurance sales on a commission basis. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with an emphasis on equities and ETFs, tailoring model allocations to client risk profiles.

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

James Gissy is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 65 and Series 63 licenses and has 31 years of industry experience. He has been with Capital Management Services since 1986. Outside of advisory work, he is the owner of Gissy Group LLC, which manages office condominium rentals. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, with active rebalancing and occasional short positions.