Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.

Cameron Meehling is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions 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 using fundamental analysis and proprietary investment models, serving clients including high-net-worth individuals while operating under fiduciary standards.

Timothy Moore is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Quincy Wells Capital, Great Point Capital, and Arete Wealth Advisors. Outside of his advisory role, he oversees finances and administrative functions at Faith Community Church, where he has been involved since 2015. 25 Financial provides discretionary asset management and ongoing financial planning primarily for individual and high-net-worth clients. The firm incorporates a variety of analysis methods in its tailored investment programs and offers estate-planning coordination and due diligence services.

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 with a Series 65 credential and two years 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 individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, retirement advisory, financial planning, and estate-planning support through actively managed model portfolios that combine fundamental and technical analysis.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Buckingham Asset Management, and Mosaic Family Wealth. Outside of his advisory role, 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 comprehensive financial planning and portfolio management. The firm’s investment approach is evidence-based, combining in-house management, third-party sub-advisors, and technology-enabled solutions, with access to alternative and private investments through a non-discretionary platform.

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 with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Lyons Wealth Management, Fortitude Advisory Group, Assetmark, Lincoln Financial Distributors, and Manning & Napier Advisory Advantage. He is also the owner of ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, serving both direct clients and other advisers. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and active rebalancing, with occasional short positions, and coordinates billing and trade review with third-party advisers and custodians.

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 with one year of industry experience. He holds the Series 65 designation and has prior experience with Northwestern Mutual and Four Process. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages portfolios based on asset allocation and diversification principles, tailoring strategies to client risk tolerance and time horizon.

Robert Barrale is a CFP® and Series 65-designated advisor with nine years of industry experience. He has been with KEB Wealth Advisors since 2014 and previously worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services to individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and coordination with an affiliated accounting firm for integrated tax and estate planning.

Grant Giardino is a CFP® professional at Dew Wealth Management with four years of industry experience. He previously worked at Plancorp, SABATKA & CO., and has held roles at Kansas State University and Lombardo & Sons. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension plans, and charitable organizations, offering various wealth services from family office assessments to retirement plan consulting. The firm combines financial planning with investment management and coordination of outside professionals, utilizing both discretionary and non-discretionary approaches and employing tools such as direct indexing and data aggregation.

Josip Pehar is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has prior experience with Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Pehar 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 to individuals, high-net-worth clients, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory to tailor model allocations according to client risk profiles.