Ian Robertson is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Management Services since 2015. Outside of his advisory role, he owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm based in Salem, SC. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million in assets. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and serves both retail clients and other investment advisers.

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 CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

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.

Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also an independent contractor in the hospitality industry, focusing on corporate meetings and incentive travel. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of quantitative and fundamental investment techniques and manages client assets through tailored discretionary portfolios using both in-house and third-party model strategies.

Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.

Payton La Foy is a CFP® and Series 65-licensed financial advisor with Syntegra Private Wealth Group LLC, bringing one year of industry experience. Prior to his current role, he worked at Private Client Services, LLC and OSAIC. La Foy also has experience in client service within the investment sector. Syntegra Private Wealth Group LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management focused on ETFs, mutual funds, and individual securities, utilizing a combination of quantitative and fundamental strategies supported by a 12-advisor team managing over $1.3 billion in discretionary assets.

Michelle Borawski is a financial advisor at Park Avenue Investment Advisory, LLC, holding a Series 65 credential with three years of industry experience. She has worked at multiple firms, including Guardian Life Insurance Company and AE Wealth Management, LLC. Outside of her advisory role, she owns a small business called Perfectly Smudged and is involved in pet sitting through Rover. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages client assets on a discretionary basis using model portfolios and third-party investment managers accessed via technology platforms, and offers supplemental services such as financial planning and business exit consulting.

Douglas Rothermich is a financial advisor at Fidelis Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at TIAA-CREF Trust Co., FSB for 26 years. Outside of his advisory role, he contributes investment-related content to Kiplinger without compensation. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside financial planning and business consulting.

Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.

Donald Vaught is a financial advisor with Adk Wealth Advisory Group in Creve Coeur, MO. He holds the Series 66 designation and has 21 years of industry experience. He has worked with Kraft, Davis and Associates, LLC since 2015 and has been affiliated with LPL Financial since 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that provides fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using both fundamental and technical analysis, offering discretionary management, dynamic currency hedging, and a combination of wrap and non-wrap account structures.

Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. 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, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ risk tolerances and liquidity needs.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.

Terry Moyers Jr. is a financial advisor with Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Moyers also conducts insurance sales as part of his professional activities. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses discretionary portfolio management with firm-developed model portfolios and incorporates a variety of quantitative and fundamental investment techniques.