Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.

Andrew Kowal is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Cornerstone Wealth Management, Moneta Group Investment Advisors, and Buckingham Wealth Partners. He serves as Treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary assets primarily through tailored model portfolios using individual securities, ETFs, options, and occasionally mutual funds and Independent Managers, combining fundamental, technical, and cyclical investment analysis methods.

Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at LPL Financial LLC since 2004 and previously held roles at Martin Wier, Inc. and OSAIC. Molly also manages investment advisory services through Bridgewater Asset Management, an independent registered investment advisor. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm employs both strategic and tactical asset-allocation models, reviews portfolios quarterly, and utilizes a blend of fundamental and technical analysis to guide investment decisions.

Wayne Atkins Jr. is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with FEFA Financial in Saint Louis, MO. He has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of finance, he is president of Litmas Inc., an AI platform for litigation attorneys, and holds a passive ownership interest in Xander Law Group, P.A. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental and quantitative analysis with a focus on equities and ETFs, offering tailored investment strategies supported by compliance audits and annual account reviews.

Michael Orr is a financial advisor with Axius Advisors LLC based in Saint Charles, MO. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and running Orr Financial, a financial consulting business. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and a long-term trading approach, emphasizing risk tolerance documentation and monthly account reviews.

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. 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 range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Joseph Bartmess is a financial advisor with LVZ, Inc. in Wildwood, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at SagePoint Financial, Next Financial Group, and Edward Jones. Outside of advising, he serves on multiple nonprofit boards, including the Wildwood Family YMCA, Canterbury Enterprises, Manchester United Methodist Church, and The Rotary Club of West St Louis County, and he leads financial education seminars as Chapter President of the American Financial Education Alliance in Saint Clair County. LVZ, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and qualified retirement plans. The firm offers diversified portfolio strategies using ETFs, mutual funds, and other instruments and supports over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets.

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory to tailor model allocations based on client risk profiles.

August Goldkamp is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management LLC and VCI Wealth Management LLC. Goldkamp is also licensed as an insurance agent through FEFA Advisors LLC, where he conducts insurance sales on a commission basis. 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 uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with an emphasis on equities and ETFs, tailoring model allocations to client risk profiles.

James Gissy is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 65 and Series 63 licenses and has 31 years of industry experience. He has been with Capital Management Services since 1986. Outside of advisory work, he is the owner of Gissy Group LLC, which manages office condominium rentals. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, with active rebalancing and occasional short positions.

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.

Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.

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.

Timothy Chambliss is a financial advisor at Axius Advisors LLC in Saint Charles, MO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, and Private Client Services. Chambliss also acts as an insurance agent as part of his investment-related activities. Axius Advisors 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, offering monthly account reviews and investing primarily in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

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.

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.