Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and as president of a local Soccer Booster Club. Archford Capital Strategies provides portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Christopher Michalak is a financial advisor with Meramec Financial Planners, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Clayton Financial Group, LLC since 2016 and joined Meramec Financial Planners in 2025. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios using fundamental and technical analysis alongside modern portfolio theory.

Ryan Heidenreich is a CFP® with 17 years of industry experience. He currently works at Sunpointe Investments and previously spent 16 years at American Century Investment Services Inc. and 7 years at American Century Investments Private Client Group, Inc. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines fundamental and behavioral analysis, blends active and passive strategies, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Kevin Kaleta is a financial advisor with Sunpointe Investments in St. Louis, MO, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Moneta Group Investment Advisors, Wells Fargo Bank, and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Sugar Smokehouse for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Connor Bouse is a financial advisor at Slagle Financial, LLC with a Series 65 designation and two years of industry experience. He has been with Slagle Financial since 2022. Slagle Financial provides investment supervisory services and financial planning for individuals, families, and businesses, offering tailored engagement terms and investment policy statements. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses fundamental security analysis with a preference for index mutual funds and ETFs in internal management.

Laura Paulsell is a CERTIFIED FINANCIAL PLANNER™ professional at Meramec Financial Planners, LLC with 10 years of industry experience. She previously worked for nine years at Clayton Financial Group, LLC before joining Meramec Financial Planners in 2025. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios to client goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.

Julie Bahr is a CFP® professional with 23 years of industry experience. She is currently with Meramec Financial Planners, LLC, where she joined in 2025 after ten years at Clayton Financial Group, LLC. Bahr holds Series 63 and Series 65 licenses. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory, and operates with a multi-advisor team holding various industry credentials.

John Biedenstein is a financial advisor at Correct Capital Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2019, in addition to his role at Correct Capital beginning in 2018. He also previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, managing approximately $889 million with a focus on individualized investment plans that combine fundamental and technical analysis.

Mark Allaria is a CFP® professional with 14 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory role, he is involved in servicing fixed insurance products. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million on a discretionary basis. The firm provides wealth management, financial planning, and ERISA fiduciary services to individuals, trusts, estates, corporations, and retirement plans, utilizing quantitative optimization and institutional share-class selection in its investment approach.

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has over 14 years of industry experience, including 12 years at Regions and 3 years with FRA Wealth Management. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses an open-architecture investment approach, combining passive and active strategies, and emphasizes client engagement and education.

Brian Pultman is a CFP®-certified financial advisor with 32 years of industry experience. He is a principal at Correct Capital Wealth Management, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo. Pultman serves on the JCC Endowment Investment Committee, contributing to philanthropic investment decisions. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides customized investment management and financial planning, combining fundamental and technical analysis with a long-term investment approach and the use of third-party managers and reporting tools.

Frederic Sauer is an investment professional at Orion Investment Company with 21 years of industry experience. He holds a Series 66 designation and has been with Sauer Dazey Investment Company since 2004. Outside of his advisory work, he serves as president of Capplanco Eight, Inc., an S-corporation that owns rental real estate and securities investments. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm focuses on a long-term, low-turnover investment approach centered on gradually building a written “Target Portfolio” over three to five years, emphasizing income and careful security selection.

Krystal Hill is a CFP® professional with 13 years of industry experience. She has been with Zemenick & Walker, Inc. since 2011. The firm is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. Zemenick & Walker employs a team-based process with a predominately non-discretionary model, emphasizing diversification and client-approved investment decisions.

Hannah Leone is a CFP® professional with 10 years of industry experience. She has been with Foundation Wealth Management, LLC since 2011. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profits, trustees, and investment committees. The firm uses a Modern Portfolio Theory framework and serves a diverse client base, including state and municipal government entities, managing over $660 million with a compact team of four advisors.

Manson Clement is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Mosaic Wealth, he worked for ten years at Kirk Day School. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and related services. The firm employs a customized, primarily long-term fiduciary approach, using fundamental analysis to construct and monitor portfolios that may include mutual funds, ETFs, individual securities, and pooled private vehicles.

Brett Rufkahr is a CFA® charterholder with 15 years of industry experience and currently serves at Alpine Private Wealth. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, and Alpine Investment Management, LLC. Outside of his advisory work, he is the owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm uses a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and offers access to affiliated mutual and private funds.

Jeffrey Steiner is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He previously worked at US Bank for eleven years before joining his current firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation combined with tactical adjustments, and offers a range of investment and wealth management services alongside specialized offerings such as oil and gas royalty management and business transition planning.

Chad Slagle is a financial advisor with Slagle Financial, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Slagle Financial since 2009 and is a partner in Best Practices, LLC, a consulting business serving financial firms and individuals. Additionally, he works as an independent insurance agent representing various companies. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. 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 process focused on detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at ProPartners Wealth and its affiliate before joining Correct Capital. Prior to his financial career, his work history includes roles outside the industry such as at Campus Bar and Grill and UPS. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, using a combination of fundamental and technical analysis with a focus on longer-term investment horizons.