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John C

Series 65

Chesterfield, MO

Clark Financial Services Group, Inc.

John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.

General retirement planning General tax planning Debt management Cash flow / budgeting Life insurance needs analysis
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Nathan B

CFP®, Series 65

Chesterfield, MO

Syntegra Private Wealth Group LLC

Nathan Burke is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Syntegra Private Wealth Group LLC in Chesterfield, MO, where he has worked since 2019. Burke also holds a role as a client service specialist at Osaic Wealth, Inc. since mid-2024. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management using firm-developed model portfolios and a mix of quantitative and fundamental investment techniques.

ESG / Sustainable investing Active portfolio management
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Michael Q

CFA®, Series 63

St Louis, MO

Wedgewood Partners, Inc.

Michael Quigley is a CFA® charterholder with 19 years of industry experience. He has been with Wedgewood Partners, Inc. since 2002. The firm provides discretionary portfolio management focused on large-cap growth investments for high-net-worth individuals, institutional clients, and registered investment companies. Wedgewood employs a concentrated, owner-oriented investment approach, typically holding about 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Active portfolio management Concentrated stock management
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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.

General retirement planning General estate planning guidance Cash flow / budgeting
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Christopher F

Series 63, Series 66

St. Charles, MO

FYRA Capital Management

Christopher Ferrara is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include 16 years at MFS Fund Distributors, Inc. He also teaches financial classes on retirement planning through the Council of Financial Educators, a nonprofit organization. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, including high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach focuses on asset allocation across equities, ETFs, and mutual funds, using fundamental, quantitative, and technical analysis supplemented by model portfolios and third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
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Tanner D

Series 63, Series 65

St. Charles, MO

Black Knight Wealth Management, LLC

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
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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.

General retirement planning General tax planning Debt management Cash flow / budgeting Life insurance needs analysis
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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.

General retirement planning General estate planning guidance Cash flow / budgeting
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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.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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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.

General retirement planning General estate planning guidance Cash flow / budgeting
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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.

Active portfolio management Concentrated stock management
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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.

General retirement planning Income planning General tax planning Charitable giving & philanthropy Life insurance needs analysis
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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.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Steven S

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, Inc. and several other firms. In addition to his advisory role, he provides service to fixed index annuity clients as an independent insurance agent. Axius Advisors LLC offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs Modern Portfolio Theory and a long-term trading approach, maintaining client portfolios primarily with mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

Annuities
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Geoffrey E

CFA®, Series 63, Series 65

Chesterfield, MO

MBM Wealth Consultants, LLC

Geoffrey Eikmann is a CFA® charterholder with 10 years of industry experience. He currently works at MBM Wealth Consultants, LLC and has prior experience at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

Social Security optimization Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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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.

General retirement planning General estate planning guidance Cash flow / budgeting
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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.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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.

General retirement planning General estate planning guidance Cash flow / budgeting
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Kurt S

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Kurt Sergiewich Jr. is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Arete Wealth Advisors, and Brookstone Capital Management. 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 a Modern Portfolio Theory-based investment approach, focusing on long-term strategies and monthly account reviews, with assets custodied at Schwab Institutional.

Annuities
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Meaghan K

Series 66

O Fallon, MO

RPG Family Wealth Advisory, LLC

Meaghan Keeven is a financial advisor at RPG Family Wealth Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Synergy Wealth Solutions and Mass Mutual Investors Services. Keeven is a partner in 925 Syndicate, a firm focused on tax mitigation strategies. RPG Family Wealth Advisory is part of Risk Paradigm Group (RPg), which offers tactical, ETF-centric investment strategies and customized portfolio management to individual, institutional, and high-net-worth clients. The firm employs a policy-based, quantitative approach with proprietary research and risk controls across separately managed accounts and model platforms.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
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