Mikaela Hodges is a CFP® professional with 6 years at Brand Asset Management Group, Inc. and a total of 4 years of industry experience. Her previous roles include positions at Rossman School, Covenant Seminary, and Technology Partners. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering a multi-asset, multi-style investment approach with personalized consultation. The firm also offers specialized services such as its Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high-net-worth clients.

Daniel Michaud is an advisor at FYRA Capital Management in St. Charles, MO, holding a Series 65 designation. He joined FYRA Capital Management in 2026 and has no prior industry experience. Michaud's background includes four years at Saint Louis University and fourteen years as a student. FYRA Capital Management provides 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 employs a comprehensive investment approach incorporating asset allocation, fundamental, quantitative and technical analysis, and works with third-party managers and sub-advisors.

John Huang is a financial advisor at Vestech Asset Management Inc. in Saint Louis, MO, with 27 years of industry experience. He has held the role of President and Financial Representative at Vestech Securities, Inc., a broker-dealer affiliated with his firm, since 2016. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations, managing approximately $100 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to allocate and actively manage client portfolios, often with discretionary trading authority.

Alex Flaugher is a financial advisor at Moment Private Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified asset allocation based on Modern Portfolio Theory and manages approximately $357 million in discretionary assets through a six-advisor team.

Laurance Hoagland III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co since 1992. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a fundamental equity selection process and manages portfolios on a fully discretionary basis while also advising on private investments and coordinating with clients' other advisers on tax and estate matters.

Sean Florentin is a financial advisor at Orion Investment Company with four years of industry experience. He previously worked for Lazard Asset Management for seven years. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm follows a long-term investment approach centered on a written “Target Portfolio,” emphasizing income, individual security selection, and low turnover.

Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. 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 approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014, with prior experience at LPL Financial and WS Griffith Securities. Outside of his advisory role, Balice is a business owner of Balice Photography. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, families, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and uses both strategic and tactical asset-allocation models, incorporating fundamental and technical analysis to guide portfolio supervision and trading.

Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.

David Anderson is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Anderson Hoagland & Co. since 1980. Anderson Hoagland & Co. provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs fundamental equity selection and fixed-income strategies, manages both discretionary and non-discretionary accounts, and offers consulting on private investments.

Samuel Miller is a financial advisor with Adk Wealth Advisory Group in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and has an ongoing association with LPL Financial since 2007. Outside of his advisory role, Miller serves as a notary public in Missouri, providing services without charge to clients, friends, and family. ADK Wealth Advisory Group is an SEC-registered investment adviser that offers fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across various asset classes and provides both discretionary and non-discretionary services, including retirement-plan advisory and customized planning, with investment programs delivered through LPL-sponsored platforms.

Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

John Sinak is a financial advisor with ADK Wealth Advisory Group in St. Louis, Missouri, holding the Series 66 designation and 22 years of industry experience. He has worked at Kraft, Davis and Associates since 2021 and has been with LPL Financial since 2012. ADK Wealth Advisory Group is an SEC-registered adviser providing fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across multiple asset classes, serving both discretionary and non-discretionary accounts with a range of specialized investment and advisory services.

Michael Pompian is a CFP® and CFA® with 16 years of industry experience, currently serving at Sunpointe Investments since 2016. He is also an author affiliated with John Wiley and Sons. Sunpointe Investments provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans, using a long-term approach that combines fundamental and behavioral analysis with both active and passive strategies.

Robert Jones is a financial advisor at R.T. Jones Capital Equities Management Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at R.T. Jones-affiliated firms since 1987. Jones serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, offering discretionary portfolio management and digital client communications.

Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate alternative investments and coordinate tax-sensitive decisions through affiliated entities.

Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.

Andrew Balice is a financial advisor at Bridgewater Asset Management LLC with Series 65 and Series 63 licenses. He has been working in the industry since 2026 and previously held roles at LPL Financial LLC and Forsythe Findley Wealth Advisors. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs a mix of strategic and tactical asset allocation models, using fundamental and technical analysis to guide portfolio management.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. 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 approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.