Edward Barfield is a financial advisor with Kovack Advisors, Inc. He holds the ChFC® designation and has 26 years of industry experience. His work history includes roles at Veritas Advisors LLC, Geneos Wealth Management Inc, Cetera Advisor Networks LLC, Summit Financial Group, OneAmerica Securities, Inc., and Guardian Life. Outside of his advisory work, he is a partner in a firm involved in fixed and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs through a risk-based, model-driven investment process supported by Envestnet.

Justin Barwick is a financial advisor with Virtue Capital Management, LLC in St. Louis, MO, holding a Series 65 designation and 12 years of industry experience. He has been with Virtue Capital Management since 2016 and previously worked at Anixter for five years. Outside of his advisory role, he is associated with Barwick Consulting Services, which provides life and health insurance. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a range of portfolio management and consulting services, utilizing tactical, strategic, and dynamic investment approaches through a multi-team model.

Terrance Webster is a financial advisor at Saxony Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Patrick Capital Markets, Edward Jones, TD Ameritrade, and Webster University. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment strategies, including charting, fundamental, technical, and cyclical analysis.

Mark Thompson is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Saxony Capital Management since 2006 and previously worked at Patrick Capital Markets, LLC from 2012 to 2018. Outside of his advisory role, he is an ordained minister who performs wedding ceremonies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning, utilizing a range of investment strategies including technical, fundamental, and quantitative analyses.

Patrick Wiegers is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Northwestern Mutual, and Stifel. He serves on the Unlimited Play Young Professionals Board and the Saint Louis University High School Alumni Board. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing methods such as modern portfolio theory and quantitative analysis.

Jarad Mitchell is a financial advisor at Saxony Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patrick Capital Markets, LLC, US Bank, and Scottrade, Inc. Outside of his advisory work, he is a limited partner in Alliance Resource Partners, LP, a coal mining company. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors and offers a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Nicholas Withington is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including Charles Schwab, TD Ameritrade, and Scottrade. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines individual advisor relationships with centralized portfolio management and serves a range of clients from retail to institutional entities.

Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Adam Hartz is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as a campus elder at Canaan Baptist Church and acts as a trustee for his parents' trust. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and offers a combination of fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Brian Forbush is a financial advisor with Lanark Financial, Inc. in Imperial, MO, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior experience includes seven years at Wells Fargo Clearing Services and roles in staffing firms Robert Half International and Executive Staffing. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, institutions, and retirement plans. The firm manages approximately $1.78 billion in client assets through multiple advisor teams, offering both discretionary and non-discretionary arrangements along with program-based accounts and various overlay management services.

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

Amy Dinges is a financial advisor at MissionSquare Retirement with seven years of industry experience. She holds a Series 66 designation and has worked at Icma Rc since 2018, previously spending four years at PayCheck. Outside of her advisory role, Amy works as a shopper for Shipt, a personal shopping service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm utilizes investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Brian Long is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Cutter & Company Brokerage, Inc. for 23 years before joining Prospera in 2025. Outside of advisory work, he is involved in financial planning through St. Louis Financial Group, LLC, manages a tax preparation business, and has experience as a freelance model. Prospera Financial Services 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party options.

Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.

Ryan Klump is a financial advisor at Saxony Capital Management, LLC, holding the Series 66 designation with 22 years of industry experience. He has worked at Saxony Capital Management since 2004 and has also been affiliated with Patrick Capital Markets, LLC during multiple periods. Klump serves as a partner/shareholder in several holding companies connected to his firm and participates as an advisory board member for a local bank. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, employing a range of investment strategies and third-party manager due diligence.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Christopher Carrillo is a financial advisor at Prosperity Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Services, Inc., Sii, and National Planning Corporation. Outside of his advisory role, Carrillo has experience as a licensed insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and diversified investment strategies.

Lisa Pogorzelski is a financial advisor with Alera Investment Advisors, LLC and holds Series 63 and Series 66 designations. She has nine years of industry experience and has worked at firms including PNC Wealth Management, LPL Financial, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm uses a primarily long-term, fundamental-analysis driven approach, offering portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, with ongoing monitoring and supplemental services such as financial planning and ERISA consulting.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. His prior roles include positions at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. He also owns and manages tax preparation and business consulting practices outside of his advisory work. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently employing third-party managers and providing integrated insurance-linked account management.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting, employing a variety of investment approaches including fundamental, technical, and quantitative methods.