Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.

Stephan Mc Kee is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Great Point Capital, LLC and Arete Wealth Advisors. Outside of advising, he is also licensed as an insurance agent and engages in insurance sales. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerances.

Jonathan Lester is a financial advisor with 10 years of industry experience, currently working at 25 Financial. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Great Point Capital. Outside of financial advising, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis, with estate-planning coordination and periodic portfolio reviews tailored to client goals and risk tolerances.

Kacy Brannum is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of her advisory work, she has experience in the restaurant industry as a bartender and server. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies to client risk profiles.

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.

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.

Scott Yanker is a CFP® with 41 years of experience in the financial services industry. He has been with The Yanker Group since 2015 and has also worked at LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2003. Outside of his advisory work, he is involved in a bed and breakfast business operated with family members. The Yanker Group primarily serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform through LPL Financial and employs a variety of investment strategies, maintaining a higher client load per advisor than typical for similar supported practices.

Austin Hanse is a Series 65-licensed advisor at FEFA Financial with six years of industry experience. He has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Asset Management, LLC. Outside of his advisory role, Hanse owns businesses involved in real estate investing and flipping. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

Benjamin Schweppe is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. In addition to his advisory role, Schweppe is a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies according to client risk profiles.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Bridgewater since 2014 and previously worked at LPL Financial and WS Griffith Securities, Inc. Outside of his advisory work, he is a business owner of a photography venture. 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 both strategic and tactical asset-allocation models, using fundamental and technical analysis to guide portfolio decisions.

Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.

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.

Kevin Detwiler is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 designation. He has one year of industry experience and previously worked as a self-employed professional and at Dave Sinclair Ford. Detwiler is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs within model allocations tailored to client risk profiles.

Stephanie Longanecker is a financial advisor at Universal Financial Advisors, LLC in St. Louis, Missouri, with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2018 to 2026. Outside of her advisory role, she is the founder of Pages by Stephanie, a separate business venture. Universal Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios with an emphasis on asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

Anthony Striker is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior experience includes roles at Duncan Financial Management, Inc. and Edward Jones. He has worked at Wheelhouse Advisory Group since 2021. 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, offering ongoing planning and portfolio oversight under written advisory agreements.

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.

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.