Erin Burks is a financial advisor at Syntegra Private Wealth Group LLC with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including Edward Jones, Ameriprise Financial Services, and Securities America. In addition to her advisory role, Burks is employed by MV High Performance, an LLC unrelated to investment activities, and serves as a notary public. 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 using firm-developed model portfolios and employs a variety of quantitative and fundamental techniques, serving a diverse client base with approximately $1.4 billion in discretionary assets across a 12-advisor team.

Joseph Griffard is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Bridgewater Asset Management LLC and has previously worked at HighPoint Advisor Group, LPL Financial LLC, and UBS Financial Services. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm employs strategic and tactical asset allocation models and uses a combination of fundamental and technical analysis to guide portfolio supervision and trading.

Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Monetary Management Group since 1998 and also spent four years at Moloney Securities Co., Inc. In addition to his advisory role, he is a licensed insurance producer with qualifications in multiple lines including life, casualty, and variable annuities. Monetary Management Group provides discretionary investment management services to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm delivers portfolio management through its registered investment adviser representatives using fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Monetary Management Group Inc since 2013. He holds Series 63 and 65 licenses and is based in St. Louis, MO. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives act as portfolio managers, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon using fundamental, technical, and cyclical analysis.

Lucas Wapinsky is a financial advisor at FEFA Financial with six years of industry experience. He holds a Series 65 designation and has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. In addition to advisory work, he is involved in insurance sales and serves as a retirement planner and disability retirement director with FEFA ADVISORS LLC. 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’s investment approach combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs and using model allocations tailored to client risk profiles.

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

Timothy Neer is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities and Prudential Insurance Company. Outside of Gradient Advisors, he is involved with Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers investment management and consulting primarily through a network of Investment Advisor Representatives and third-party money managers, operating largely on a non-discretionary basis with a focus on client risk tolerance and using a variety of analytical methods in portfolio management.

Brett Lawless is a financial advisor with CreativeOne Wealth, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has held prior roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, and Ameriprise Financial Services, Inc. Outside of advising, Lawless is an owner of two real estate development companies, Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through proprietary model portfolios and third-party managers, employing various analytical methods and a range of investment vehicles tailored to client objectives.

Eric Anderhub is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Anderhub has been with Cornerstone Wealth Management and LPL Financial since 2016. Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans, and other advisers, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides tailored account supervision through various LPL-sponsored advisory programs and ERISA-compliant retirement plan consulting.

Peter Donovan is a CFP®, ChFC®, and Series 66 licensed advisor with 22 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2025, following prior roles at Summit X, LLC and Equitable Advisors. Donovan serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and is involved in insurance agency activities as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of internal teams, external managers, and alternative investments.

Brennan Hammer is a financial advisor at Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.