Cameron Meehling is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Charles Schwab and TD Ameritrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm manages discretionary portfolios and uses fundamental analysis alongside internally developed investment models, offering ongoing planning and portfolio oversight as a fiduciary.

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. In addition to his advisory role, Moore oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning for individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

Andrew Briesacher is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Duncan Financial Management, Inc., and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses. The firm uses internally developed investment models and fundamental analysis to create customized, discretionary portfolios and commonly prepares written Retirement Navigator plans as part of its wealth planning services.

Joshua Rood is a financial advisor at Severin Investments LLC in St. Louis, MO, holding a Series 65 license with one year of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors with discretionary portfolio management, financial planning, and estate-planning support. The firm uses proprietary model portfolios and an investment policy statement process, combining fundamental and technical analysis through an internal Investment Committee.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors in St. Louis, MO, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Buckingham Asset Management. Outside of advising, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments.

Jeffery Campos is a financial advisor at Wheelhouse Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and proprietary investment models to manage discretionary portfolios and delivers ongoing planning and portfolio oversight under fiduciary agreements.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

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.

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.

Brian Lock is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Universal Financial Advisors, LLC. He has held roles at several firms, including Securities America Inc and Beam Asset Management, and is a principal at an independent RIA. Outside of his advisory work, he volunteers with L.O.V.E. of KDHX, a community organization focused on leadership change and accountability at a local radio station, where he organizes fundraising events and contributes editorial content. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and diversification using Modern and Post-Modern Portfolio Theory and manages portfolios tailored to clients’ risk tolerance and time horizon.

Anthony Rich is a financial advisor with Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Rich serves as a Public Affairs Flight Commander for the Missouri Air National Guard and is a board member of St. Joseph School, a private Catholic school. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, 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 manages client portfolios on a discretionary basis.

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.

Susan Sommer is a Certified Financial Planner® with 34 years of industry experience. She is currently an advisor at Universal Financial Advisors, LLC and has held prior roles at OSAIC, Securities America, Inc., Beam Asset Management, and PFG Advisors, LLC. Outside of her advisory work, she participates in a women's networking group focused on marketing collaboration among financial professionals. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm’s investment approach emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.

Grant Richars is a financial advisor at Universal Financial Advisors, LLC in St. Louis, MO, holding a Series 65 registration. He has been in the industry since 2025 and has experience at Northwestern Mutual prior to joining Universal Financial Advisors. Richars has also worked in educational roles at Southern Illinois University and Southwestern Illinois College. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, emphasizing asset allocation and diversification based on Modern and Post-Modern Portfolio Theory.

Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Grant Giardino is a CFP® professional with four years of industry experience, currently serving at Dew Wealth Management. Before joining Dew Wealth Management, he worked at Plancorp, SABATKA & CO., and held roles at Kansas State University and other organizations. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its multi-step family office services.

Josip Pehar is a financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. He previously worked at Knights of Columbus Asset Advisors and Knights of Columbus Insurance, where he spent over a decade. Pehar also serves in the U.S. Coast Guard Reserve as a Reserve Command Master Chief. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to manage investments, with an emphasis on equities and ETFs tailored to client risk profiles.

Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.

Lance Lehmann is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Mosaic Family Wealth Partners, Allstate Insurance Company, and Lindenwood University. He serves as a board member for Speiro, a public charity focused on asset management and compliance. Mosaic Wealth offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach utilizing fundamental analysis to construct and monitor diversified portfolios.