Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 14 years. He is also an independent insurance agent servicing existing fixed index annuity clients through an outside IMO. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, focusing on investments such as mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Robert Mooney III is a financial advisor at Sunpointe Investments with 31 years of industry experience. He holds Series 65 and Series 63 licenses and worked at UBS Financial Services for 16 years before joining Sunpointe in 2025. Mooney is also a licensed insurance agent involved in insurance sales and implementation outside of trading hours. Sunpointe Investments serves 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 with behavioral and fundamental analysis, offering diversified portfolios including alternative asset classes and family-office services.

Geoffrey Eikmann is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with MBM Wealth Consultants, LLC and has previously worked at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets across roughly 600 clients using tailored model portfolios that incorporate equity, debt securities, ETFs, options, and other investment vehicles.

Paul Fullerton is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Roman, Butler and Fullerton since 2003 and at ESM Press, Inc. from 2016 to 2023. Outside of advising, he serves as a publisher’s representative for educational publishers through The Fullerton Group, Inc. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm manages approximately $716 million in discretionary assets, using diversified portfolios aligned with modern portfolio theory and providing managed account services primarily on a discretionary basis.

Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

James Mineman is a financial advisor at Duncker Streett & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Duncker Streett since 2020, following a 15-year tenure at PNC Capital Advisors. Duncker Streett & Co. provides investment management primarily to individual and high-net-worth clients, as well as institutions such as banks, pension plans, trusts, and charitable organizations. The firm emphasizes discretionary portfolio management using a blend of fundamental and technical analysis, focusing on long-term holdings and maintaining operational affiliations within the Hightower network.

Ingrid Miller is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with eight years of industry experience. Her career includes positions at Edward Jones and Ameriprise before joining her current firm. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios implemented through various investment vehicles.

Christopher Burke is a CFP® with 34 years of industry experience, currently serving at RBF Wealth Advisors in St. Louis, MO. He has held roles at Roman Butler Fullerton & Co and Triad Advisors Inc over the past 16 years. Outside of his advisory work, he is involved with the Jared Burke Foundation, a nonprofit organization focused on charitable outdoor activities for veterans and disabled individuals, and serves as treasurer for The Covering House, a nonprofit dedicated to rescuing and rehabilitating young girls from human trafficking. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets using diversified portfolios aligned with modern portfolio theory and offers a mix of discretionary management and managed account services.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with six years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe 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 investment approach combines fundamental and behavioral analysis with a long-term perspective, blending active and passive strategies while emphasizing diversified portfolios and family-office services.

Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding Series 65 and Series 63 credentials with seven years of industry experience. He has worked with several firms including Brookstone Capital Management, Cambridge Investment Research Advisors, and Arete Wealth Advisors. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on Modern Portfolio Theory and conducts monthly reviews while primarily investing in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater Asset Management since 2014 and has also been associated with LPL Financial since 2000. Bridgewater Asset Management LLC provides investment advisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a combination of strategic and tactical asset allocation, using fundamental, technical, and cyclical analysis, and offers discretionary asset management, financial planning, and pension consulting.

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. 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 approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

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.

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.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.

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.