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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 65, Series 63

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 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.

Annuities
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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.

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

Annuities
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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 65, Series 63

Saint Charles, MO

Axius Advisors LLC

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.

Annuities
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Meaghan K

Series 66

O Fallon, MO

RPG Family Wealth Advisory, LLC

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.

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

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Steven K

Series 63, Series 66

Saint Charles, MO

Axius Advisors LLC

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.

Annuities
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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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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