David Anderson is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co. since 1980. Anderson Hoagland & Co. provides 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 employs fundamental equity selection and fixed-income strategies, manages both discretionary and non-discretionary accounts, and offers consulting on private investments.

Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.

Kevin Detwiler is a Series 65-licensed advisor at FEFA Financial with one year of industry experience. Prior to joining FEFA Financial, he was self-employed for seven years and worked at Dave Sinclair Ford for three years. He is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities, using a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Stephanie Longanecker is a financial advisor at Universal Financial Advisors, LLC in St. Louis, Missouri, with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2018 to 2026. Outside of her advisory role, she is the founder of Pages by Stephanie, a separate business venture. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios with an emphasis on asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

Anthony Striker is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior experience includes roles at Duncan Financial Management, Inc. and Edward Jones. He has worked at Wheelhouse Advisory Group since 2021. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios using fundamental analysis and internally developed models, offering ongoing planning and portfolio oversight under written advisory agreements.

Sampson Norton is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with The Yanker Group and has previously worked at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and UMB Financial Services. Norton serves as a board member of the nonprofit Buddy Fund in St. Louis, MO. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm uses LPL Financial custodial and program platforms, applying fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to manage portfolios with mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed agent. 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 employs a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Carlye Knight is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Yanker Group in Manchester, MO. Her prior experience includes roles at Morgan Stanley and LPL Financial. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm utilizes an open-architecture platform through LPL Financial and manages approximately $265 million in client assets across a three-advisor team.

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.

Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 66, and Series 65 certifications. Pence’s prior work includes roles at First Community Credit Union, Vantage Credit Union, Gallagher Bassett, U.S. Bancorp Investments, Inc., and A. G. Edwards & Sons, Inc. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers three distinct management styles, employs technology for managing held-away accounts, and serves over 2,200 clients with a team approach supported by documented processes and client service staff.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Patrick Bruno is a financial advisor at Monetary Management Group Inc with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Monetary Management Group since 2006, following a brief tenure at Moloney Securities Co., Inc. from 2019 to 2020. 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 manage portfolios directly, using fundamental, technical, and cyclical analysis to tailor strategies to clients’ objectives and risk tolerances.

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.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

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.

Patrick Stradtman is a financial advisor with FEFA Financial in Saint Louis, MO, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at VCI Wealth Management LLC and multiple entities affiliated with FEFA, as well as experience at Saint Louis University Hospital. In addition to his advisory duties, he serves as a Retirement Planning Director involved in insurance sales and services. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Robert Potter is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes a role at Promotional Consultants Inc and an extended period as a student before joining Mosaic Family Wealth. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

William Pepmeyer is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at VCI Wealth Management LLC and Maggie Obriens. 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 employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs within tailored model allocations.