Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory role, Fiehler is involved in agricultural and farming businesses as well as a staffing and management company affiliated with Syntegra. 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 with a focus on ETFs, mutual funds, and individual securities, utilizing both quantitative and fundamental investment techniques, and includes an affiliated tax and business services entity.

Anthony Gennaoui is a CFP® professional with 11 years of experience in financial advising. He has been with Droms Strauss Wealth Management since 2013. The firm is a six-advisor team based in St. Louis, managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. Droms Strauss Wealth Management offers customized investment management and integrated financial planning, utilizing an internal Investment Committee that applies fundamental analysis and modern portfolio theory to guide investment decisions.

Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates a tax preparation and accounting service through Tomerlin Bookkeeping Service, Inc. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios using asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and conducts regular portfolio reviews tailored to client risk tolerance and time horizon.

Kyle Neese is a CFA® charterholder with nine years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2026, after spending nine years at Wells Fargo Advisors. 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 that combines active and passive strategies, uses fundamental and behavioral analysis, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Mikaela Hodges is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO. She has three years of industry experience, having worked with the firm since 2020. Her prior work includes positions at Rossman School, Covenant Seminary, and Technology Partners. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored wealth management and family office solutions, employing a multi-asset, multi-manager approach with an emphasis on personal consultation and strategic asset allocation.

John Huang is a financial advisor at Vestech Asset Management Inc. in Saint Louis, MO, with 27 years of industry experience. He has held the role of President and Financial Representative at Vestech Securities, Inc., a broker-dealer affiliated with his firm, since 2016. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, managing approximately $100 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to allocate and actively manage client portfolios, often with discretionary trading authority.

Alex Flaugher is a financial advisor at Moment Private Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified asset allocation based on Modern Portfolio Theory and manages approximately $357 million in discretionary assets through a six-advisor team.

Laurance Hoagland III is a CFA® charterholder with 30 years of industry experience, currently serving at Anderson Hoagland & Co since 1992. He holds a Series 65 license and is based in St. Louis, MO. Anderson Hoagland & Co is a team of seven advisors providing 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 manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers non-discretionary consulting on private, non-public investments.

Sean Florentin is a financial advisor at Orion Investment Company with four years of industry experience. He previously worked for Lazard Asset Management for seven years. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm follows a long-term investment approach centered on a written “Target Portfolio,” emphasizing income, individual security selection, and low turnover.

Walter Reisinger is a financial advisor with Hill Investment Group in St. Louis, MO, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Hill Investment Group since 2010 and is also involved with Tucker Food Products, Inc. Outside of his advisory role, Reisinger serves as a trustee and managing member for several trusts and investment entities, and he is a trustee and finance committee member for Mary Institute & St. Louis Day School as well as a board member of the Nature Conservancy in St. Louis. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, using no-load mutual funds and ETFs, with discretionary portfolio management and access to third-party research providers and automated rebalancing platforms.

Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. 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 approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014 and has been associated with LPL Financial since 2004. Balice is also the owner of Balice Photography, a business outside the financial sector. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm employs strategic and tactical asset allocation models, reviews portfolios quarterly, and incorporates both fundamental and technical analysis to guide investment decisions.

Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.

David Anderson is a CFA® charterholder with 30 years of industry experience. He has been with Anderson Hoagland & Co. since 1980. The firm provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. Anderson Hoagland manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers consulting on private, non-public investments, with about $1.43 billion in assets under management as of December 31, 2025. The firm’s investment approach emphasizes fundamental equity selection and portfolio construction guided by economic and interest-rate outlooks.

Samuel Miller is a financial advisor with Adk Wealth Advisory Group in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and has an ongoing association with LPL Financial since 2007. Outside of his advisory role, Miller serves as a notary public in Missouri, providing services without charge to clients, friends, and family. ADK Wealth Advisory Group is an SEC-registered investment adviser that offers fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across various asset classes and provides both discretionary and non-discretionary services, including retirement-plan advisory and customized planning, with investment programs delivered through LPL-sponsored platforms.

Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

John Sinak is a financial advisor with ADK Wealth Advisory Group in St. Louis, Missouri, holding the Series 66 designation and 22 years of industry experience. He has worked at Kraft, Davis and Associates since 2021 and has been with LPL Financial since 2012. ADK Wealth Advisory Group is an SEC-registered adviser providing fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across multiple asset classes, serving both discretionary and non-discretionary accounts with a range of specialized investment and advisory services.

Michael Pompian is a CFP® and CFA® with 16 years of industry experience, currently serving at Sunpointe Investments since 2016. He is also an author affiliated with John Wiley and Sons. Sunpointe Investments provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans, using a long-term approach that combines fundamental and behavioral analysis with both active and passive strategies.