Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Damaris Gingerich is a CFP® professional with six years of industry experience, currently serving at Brand Asset Management Group, Inc. She joined the firm in 2018 and has prior experience working at Missouri Baptist University. In addition to her advisory role, she has taught piano for over a decade. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach with strategic asset allocation, and offers specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients, including high-net-worth individuals and charitable organizations, managing approximately $499 million for about 421 clients. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, with a process that incorporates both third-party model portfolios and tactical strategies involving technical analysis.

Cory Kraft is a CFP® with 37 years of industry experience, currently serving at Adk Wealth Advisory Group in St. Louis, MO. He has worked with LPL Financial since 1998 and has been with Kraft, Davis and Associates, LLC, operating as ADK Wealth Advisory Group, since 2015. Outside of financial advising, he is a business owner of Brownstone LLC, an entity that owns an airplane. ADK Wealth Advisory Group is an SEC-registered investment adviser providing fee-based investment management and financial planning to individual and high-net-worth clients. The firm offers retirement-plan advisory, hourly consulting, and tailored planning services, combining fundamental and technical analysis to manage portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and REITs.

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent with Penn Mutual, spending approximately five hours per month reviewing and recommending insurance products. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with a range of professional advisors. The firm offers access to various investment vehicles, including private funds managed by its affiliated adviser, and employs a disciplined, multi-strategy approach for discretionary portfolio management.

Norman Meyer is a financial advisor with Vestech Asset Management Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms including Ni Advisors and Cuttingedge Advisors and is also the owner and independent agent of MFG LLC, specializing in traditional insurance sales and service. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, employing a mix of fundamental, technical, and cyclical analysis with discretionary portfolio management and a range of advanced investment strategies.

Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 license and has worked in various roles across different sectors including distribution and arena box office operations. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while maintaining flexibility to incorporate alternative investments and coordinated tax-sensitive decisions.

Kaleb Doyle is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Brand Asset Management Group, Inc., where he has been since 2026. Prior to that, he spent seven years at Moneta Group Investment Advisors, LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on strategic asset allocation and multi-manager portfolio construction. The firm offers specialized services including the Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high net worth clients.

Matthew Evans is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked for First Heartland Capital for 22 years and is currently involved with Mortgage Free Life, LLC, where he owns and operates a business focused on fixed life and annuities, including training and recruiting agents. RPG Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans, using a long-term, outcome-focused investment approach that combines fundamental and technical analysis.

Todd Brand is a financial advisor at Brand Asset Management Group, Inc., holding a Series 65 designation with 28 years of industry experience. He has worked at Brand Asset Management Group since 2005 and previously at Brand Risk Management LLC from 2010 to 2019. 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 to portfolio construction and offers turnkey wealth management and family office services, including coordinated estate and accounting support.

Matthew Westhoff is a CFP® professional with 21 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2013. He is also involved with MBM Insurance Services and serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side-effects and impacts. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets, employing tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Ian Robertson is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Lyons Wealth Management, Fortitude Advisory Group, Assetmark, Lincoln Financial Distributors, and Manning & Napier Advisory Advantage. He is also the owner of ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, serving both direct clients and other advisers. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and active rebalancing, with occasional short positions, and coordinates billing and trade review with third-party advisers and custodians.

Isaac Butler is a Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing two years of industry experience. His prior roles include positions at Foundations Investment Advisors, The Chamberlin Group, and Northwestern Mutual. Butler is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a discretionary management approach using model portfolios and a range of quantitative and fundamental techniques, serving a client base that includes high net worth individuals.

Christopher Schulenburg is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and at Clark Financial Services Group since 1991. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients with comprehensive financial planning and portfolio management, utilizing both third-party model portfolios and tactical strategies. The firm manages approximately $499 million for about 421 clients through a team of five advisors.

Ariel Cabello is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Peoples National Bank, Simmons Bank, and Great Southern Bank. Outside of finance, he was involved with Soccer Master for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on multi-asset, multi-style portfolio construction and continuous personal consultation. The firm offers specialized turnkey wealth management and family office services, including coordinated estate and accounting support and public financial-education programs.

Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.

John Blixen II is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Monetary Management Group since 2002. 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’s advisers act as portfolio managers, tailoring portfolios to client objectives and employing fundamental, technical, and cyclical analysis.

Christopher Winkelmann is a Certified Financial Planner® with 27 years of industry experience. He is affiliated with Bridgewater Asset Management LLC and Highpoint Advisor Group, LLC, and holds Series 63 and Series 65 licenses. His career includes over a decade of service at Bridgewater Asset Management and LPL Financial. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs tailored portfolio supervision using strategic and tactical asset allocation with a range of securities, reviewing portfolios at least quarterly.

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.