Michelle Brown is a CFP® with 24 years of experience in financial advising. She has been with Mosaic Wealth since 2015, including its predecessor entities, and previously worked at Purshe Kaplan Sterling Investments. Brown serves as a board member for both the All Saints School and the Fellowship of Christian Athletes in the Greater St. Louis area. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term fiduciary approach, utilizing fundamental analysis and a variety of investment vehicles, while offering account oversight and access to third-party cash-management and credit solutions.

Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.

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.

Carson Cheek is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation with less than one year of industry experience. His background includes roles at Larson Financial Securities and Acropolis Investment Management, LLC, as well as experience outside finance working at Fox Run Golf Course and Autospa Carwash. He also worked at Missouri State University and in the Northwest School District. 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, serving clients that include high-net-worth individuals and various institutional entities.

Jonathan Stogsdill is a financial advisor at Trinity Wealth Advisors LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill, spanning 17 years before joining Trinity Wealth Advisors. Outside of his advisory role, he serves as an elder at Central Presbyterian Church, where he has responsibilities for shepherding and teaching. Trinity Wealth Advisors is an SEC-registered firm that provides wealth management, financial planning, retirement coaching, and access to insurance products for individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning framework and typically utilizes outside institutional managers for investment implementation.

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

Anna Meurer is a financial advisor at Universal Financial Advisors, LLC with 15 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and LPL Financial. Outside of advising, she is involved in several volunteer activities, including serving on the board of The Salvation Army - St. Charles and participating in community organizations focused on supporting vulnerable populations. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with 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 primarily on a discretionary basis.

Andrew Merkle is a financial advisor with Claris Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has been in the industry since 2026. Prior to joining Claris Advisors, Merkle held positions at Mariner Wealth Advisors, Edward Jones, and several organizations related to athletics and banking. Claris Advisors provides discretionary investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold, asset-class investment approach based on Modern Portfolio Theory and utilizes diversified, no-load mutual funds, relying on third-party managers for certain strategies and fixed-income management.

Benjamin Cason is a Series 66-licensed advisor with 16 years of industry experience. He has worked at firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and focuses on portfolio construction through unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term investment approach.

Stephan Mc Kee is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Great Point Capital, LLC and Arete Wealth Advisors. Outside of advising, he is also licensed as an insurance agent and engages in insurance sales. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerances.

Jonathan Lester is a financial advisor with 10 years of industry experience, currently working at 25 Financial. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Great Point Capital. Outside of financial advising, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis, with estate-planning coordination and periodic portfolio reviews tailored to client goals and risk tolerances.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.

Kacy Brannum is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of her advisory work, she has experience in the restaurant industry as a bartender and server. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies to client risk profiles.

Spencer Funk is a CFP® with 12 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions at Eagle Strategies, Nylife Securities LLC, Darin J. Robinson, and Schmitt Profitools. Outside of his advisory work, he manages rental properties. Precision Wealth Strategies provides comprehensive 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 that aligns asset allocation with clients’ cash-flow needs and offers services ranging from portfolio construction to retirement plan consulting.

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.

Austin Hanse is a Series 65-licensed advisor at FEFA Financial with six years of industry experience. He has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Asset Management, LLC. Outside of his advisory role, Hanse owns businesses involved in real estate investing and flipping. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Laurance Hoagland III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co since 1992. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a fundamental equity selection process and manages portfolios on a fully discretionary basis while also advising on private investments and coordinating with clients' other advisers on tax and estate matters.

Benjamin Schweppe is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. In addition to his advisory role, Schweppe is a licensed insurance agent. 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 employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies according to client risk profiles.

Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.

Jeffrey Severin is a financial advisor at Severin Investments LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at LPL Financial from 2013 to 2016 and has been with Severin Investments since 2013. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management using proprietary model portfolios, retirement advisory, 401(k) consulting, and financial planning, employing a combination of fundamental and technical analysis with tactical tilts and sector rotation.