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Matthew H
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.
Michael B
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also an independent contractor in the hospitality industry, focusing on corporate meetings and incentive travel. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of quantitative and fundamental investment techniques and manages client assets through tailored discretionary portfolios using both in-house and third-party model strategies.
Josip P
Series 65
Saint Louis, MO
FEFA Financial
Josip Pehar is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has prior experience with Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Pehar serves in the U.S. Coast Guard Reserve as a Reserve Command Master Chief. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory to tailor model allocations according to client risk profiles.
Timothy E
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.
Payton L
CFP®, Series 65
Chesterfield, MO
Syntegra Private Wealth Group LLC
Payton La Foy is a CFP® with two years of industry experience, currently with Syntegra Private Wealth Group LLC. Prior to joining Syntegra, Payton worked at Private Client Services, LLC and OSAIC. Outside of advising, Payton has a background that includes positions at Lindenwood University and various businesses unrelated to finance. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charities, and businesses. The firm employs a discretionary management approach using proprietary model portfolios and a combination of quantitative and fundamental investment techniques.
Michelle B
Series 65
St. Louis, MO
Guardian Wealth Partners, LLC
Michelle Borawski is a financial advisor at Park Avenue Investment Advisory, LLC, holding a Series 65 credential with three years of industry experience. She has worked at multiple firms, including Guardian Life Insurance Company and AE Wealth Management, LLC. Outside of her advisory role, she owns a small business called Perfectly Smudged and is involved in pet sitting through Rover. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages client assets on a discretionary basis using model portfolios and third-party investment managers accessed via technology platforms, and offers supplemental services such as financial planning and business exit consulting.
Spencer B
Series 65
Chesterfield, MO
Syntegra Private Wealth Group LLC
Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.
Samuel H
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. 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, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.
Andrew M
CFP®, Series 66
Chesterfield, MO
MBM Wealth Consultants, LLC
Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. Prior to that, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, Inc., and Securian Financial Services, Inc. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets for around 600 clients using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.
Michael Z
Series 63, Series 65
Manchester, MO
Capital Management Services, Inc.
Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.
Kristin S
Series 63, Series 66
Chesterfield, MO
MBM Wealth Consultants, LLC
Kristin Sullivan is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include seven years at Larson Financial Group, LLC and Larson Financial Securities, LLC, as well as positions at Smith Moore & Co. and Scottrade. MBM Wealth Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs tailored model portfolios with a focus on equity and debt securities, ETFs, and options, using a combination of fundamental, technical, and cyclical investment analysis.
Terry M
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
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 G
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
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 B
Series 63, Series 65
Manchester, MO
Capital Management Services, Inc.
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 W
CFP®, Series 63, Series 65
Chesterfield, MO
MBM Wealth Consultants, LLC
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.
James B
CFP®, Series 66
Chesterfield, MO
Brand Asset Management Group, Inc.
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 B
CFP®, Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
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.
Ethan R
Series 66
Chesterfield, MO
Greenup Wealth
Ethan Roelle is a financial advisor at Greenup Wealth with a Series 66 designation and one year of industry experience. Before entering finance, he worked at General Motors for eight years. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a range of analytical methods and investment strategies, managing both discretionary and non-discretionary accounts while offering services such as tax-efficient asset location and access to alternative investments.
Brent R
CFP®, Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
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 L
Series 63, Series 65
Saint Louis, MO
FEFA Financial
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.
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