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® with two years of industry experience, currently with Syntegra Private Wealth Group LLC. Prior to joining Syntegra, Payton worked at Private Client Services, LLC and OSAIC. Outside of advising, Payton has a background that includes positions at Lindenwood University and various businesses unrelated to finance. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charities, and businesses. The firm employs a discretionary management approach using proprietary model portfolios and a combination of quantitative and fundamental investment techniques.

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, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Kraft, Davis and Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and previously worked at LPL Financial in 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that serves individual and high-net-worth clients through fee-based investment management and financial planning. The firm manages portfolios using both fundamental and technical analysis across a variety of asset classes, offering discretionary management, rebalancing, and specialized services such as dynamic currency hedging.

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. Prior to that, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, Inc., and Securian Financial Services, Inc. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets for around 600 clients using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

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.

Kristin Sullivan is a financial advisor with MBM Wealth Consultants, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include seven years at Larson Financial Group, LLC and Larson Financial Securities, LLC, as well as positions at Smith Moore & Co. and Scottrade. MBM Wealth Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs tailored model portfolios with a focus on equity and debt securities, ETFs, and options, using a combination of fundamental, technical, and cyclical investment analysis.

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.

Kyle Jones is a financial advisor at FYRA Capital Management with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Calton & Associates and Focus Financial. Jones is also the managing member of Equitas Accounting, LLC, where he provides tax preparation and related accounting services. 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, and trusts. The firm employs a diversified investment approach that includes asset allocation across equities, ETFs, and mutual funds, combining fundamental, quantitative, and technical analysis along with model and third-party managers.

Ryan Green is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored services such as Mosaic Wealth Management© and a Brand Family Office for high net worth clients, using a multi-asset, multi-style approach with a focus on continuous personal consultation.

Thomas Brown is a financial advisor at Capital Management Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at World Equity Group, Inc. for 13 years. Outside of advisory work, he assists high school juniors and seniors with college and career selection through College Funding Solutions. Capital Management Services provides ongoing portfolio management and financial planning to individuals, trusts, businesses, and employee benefit plans. The firm uses a tactical asset allocation approach with mutual funds and ETFs, incorporates active rebalancing, and manages accounts for other advisers.

Norman Eccarius is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at AE Wealth Management, Asset Protection Strategies, Center Street Advisors, and National Planning Corporation. Additionally, he operates Eccarius Financial, where he is involved in insurance sales and services. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes multi-manager portfolios and alternative investment options, with investment decisions guided by an Investment Committee that offers various model and custom portfolios.

William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. 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 client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.

Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Scottrade Investment Management, and Wells Fargo Advisors. The Yanker Group provides fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm offers portfolio management, comprehensive financial planning, and hourly consulting using custodial and program platforms through LPL Financial, implementing portfolios with a range of investment vehicles informed by multiple analytical methods and Modern Portfolio Theory.

James Blake is a CFP® and Series 66-registered advisor with nine years of industry experience. He has been with Brand Asset Management Group, Inc. since 2019 and previously worked at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the board of directors at St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering multi-asset portfolio construction and strategic asset allocation. The firm’s Mosaic Wealth Management© turnkey service and Brand Family Office cater to clients with significant assets, combining investment management with coordinated estate and accounting services.