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Travis G
Series 66
St. Louis, MO
RBF Wealth Advisors
Travis Grasser is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining RBF Wealth Advisors, he worked at Private Client Services and Triad Advisors. He serves on the young professionals board of the Special Olympics of Missouri. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach consistent with modern portfolio theory and conducts routine portfolio supervision and formal reviews.
John G
Series 65
Saint Louis, MO
FEFA Financial
John Girault is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His career includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, Fefa Asset Management, LLC, and LaPorte CPAs & Business Advisors. 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. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, focusing on equities and ETFs and tailoring model allocations to client risk profiles.
Kevin C
CFP®, Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Kevin Clark is a CFP® certified financial advisor with 26 years of industry experience, currently serving as Vice President at Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999. Outside of his financial advisory work, Clark operates as a scoreboard operator for the St. Louis Cardinals baseball team during the season and serves as Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, operating as Gardius Wealth Advisors, manages approximately $499 million for individual and institutional clients. The firm provides comprehensive financial planning and portfolio management using mutual funds, ETFs, and individual equities, combining fee-based management with insurance brokerage and employing a tactical investment approach that includes charting and technical analysis.
Mark J
Series 63, Series 65
St. Louis, MO
RBF Wealth Advisors
Mark Johnson is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Roman, Butler, Fullerton & Co since 2013 and previously worked at Triad Advisors, Inc. Johnson is also involved as vice president and board member of the Gateway Area Chapter of Safari Club International. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine supervision and formal quarterly reviews.
Sarah W
Series 63, Series 66
Saint Louis, MO
25 Financial
Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.
Blake C
CFP®, Series 66
St. Louis, MO
RBF Wealth Advisors
Blake Clynes is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with RBF Wealth Advisors in St. Louis, MO, and has prior experience at AMERIPRISE FINANCIAL SERVICES, LLC and Essilor of America. Outside of his advisory role, Blake provides financial planning services to emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach guided by modern portfolio theory and incorporates both fundamental and technical analysis in portfolio construction.
Steven K
Series 63, Series 65
St Louis, MO
Wedgewood Partners, Inc.
Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.
Robert H
CFP®
St. Louis, MO
Droms Strauss Wealth Management
Robert Hines is a CFP® at Droms Strauss Wealth Management in St. Louis, MO, with 19 years of experience at the firm. He is part of a six-advisor team serving a range of clients including high-net-worth individuals, trusts, and charitable organizations. Droms Strauss Wealth Management manages approximately $730 million and provides customized investment management and financial planning services. The firm emphasizes asset allocation within a modern portfolio theory framework and integrates investment advice with accounting services through a founding principal who is a practicing CPA.
Joseph F
Series 63, Series 65
Manchester, MO
The Yanker Group
Joseph Farhatt is a financial advisor at The Yanker Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Yanker Group since 2015, also maintaining a role with LPL Financial since 2011. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, providing discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm manages approximately $265 million in client assets and operates on an open-architecture platform through LPL Financial, offering access to a broad range of investment products and implementing strategies based on fundamental, technical, cyclical analysis, and Modern Portfolio Theory.
Geoffrey E
CFA®, Series 65, Series 63
Chesterfield, MO
MBM Wealth Consultants, LLC
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.
Carson C
Series 65
St. Louis, MO
Wheelhouse Advisory Group, LLC
Carson Cheek is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation with less than one year of industry experience. His background includes roles at Larson Financial Securities and Acropolis Investment Management, LLC, as well as experience outside finance working at Fox Run Golf Course and Autospa Carwash. He also worked at Missouri State University and in the Northwest School District. 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, serving clients that include high-net-worth individuals and various institutional entities.
Paul F
Series 63, Series 65
St. Louis, MO
RBF Wealth Advisors
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 H
Series 65
Olivette, MO
Virtus Financial Group
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.
Ingrid M
Series 66
Saint Louis, MO
TBG-Bedford Group LLC
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 B
CFP®, Series 63, Series 65
St. Louis, MO
RBF Wealth Advisors
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.
Thomas R
ChFC®, Series 63, Series 65
Chesterfield, MO
Bridgewater Asset Management LLC
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.
Anna M
CFP®, ChFC®, Series 66
St. Louis, MO
Universal Financial Advisors, LLC
Anna Meurer is a CFP® and ChFC® with 14 years of industry experience. She currently serves as a financial advisor at Universal Financial Advisors, LLC and previously worked at Securities America, Inc. Outside of her advisory role, she owns Yellow Shed Creations, a business that designs t-shirts and wine glasses, and volunteers with several community organizations including the Salvation Army – St. Charles and local chambers of commerce. 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 emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory and offers customized investment solutions aligned with client risk tolerance and time horizon.
Benjamin C
Series 66
Ellisville, MO
MDRN Capital
Benjamin Cason is a Series 66 licensed advisor with 15 years of industry experience. He has worked at MDRN Capital since 2026 and previously held roles at Fisher Investments, Charles Schwab, TD Ameritrade, and Scottrade Investment Management. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios with unaffiliated Independent Managers and low-cost mutual funds and ETFs, applying both fundamental and technical analysis.
Jeffrey F
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
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 G
CFP®, Series 63, Series 65
St. Louis, MO
Droms Strauss Wealth Management
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.
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