Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater since 2014 and previously worked at LPL Financial LLC (formerly Linsco/Private Ledger Corp.) for over two decades. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm uses strategic and tactical asset-allocation models with a blend of fundamental and technical analysis to guide portfolio management and participates in multiple LPL-sponsored advisory programs, including operating its own wrap-fee program.

Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.

Anna Meurer is a financial advisor at Universal Financial Advisors, LLC with 15 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and LPL Financial. Outside of advising, she is involved in several volunteer activities, including serving on the board of The Salvation Army - St. Charles and participating in community organizations focused on supporting vulnerable populations. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with 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 primarily on a discretionary basis.

Benjamin Cason is a Series 66-licensed advisor with 16 years of industry experience. He has worked at firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and focuses on portfolio construction through unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term investment approach.

Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory role, Fiehler is involved in agricultural and farming businesses as well as a staffing and management company affiliated with Syntegra. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, and individual securities, utilizing both quantitative and fundamental investment techniques, and includes an affiliated tax and business services entity.

Anthony Gennaoui is a CFP® professional with 11 years of experience in financial advising. He has been with Droms Strauss Wealth Management since 2013. The firm is a six-advisor team based in St. Louis, managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. Droms Strauss Wealth Management offers customized investment management and integrated financial planning, utilizing an internal Investment Committee that applies fundamental analysis and modern portfolio theory to guide investment decisions.

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.

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.

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.

Laurance Hoagland III is a CFA® charterholder with 30 years of industry experience, currently serving at Anderson Hoagland & Co since 1992. He holds a Series 65 license and is based in St. Louis, MO. Anderson Hoagland & Co is a team of seven advisors providing 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 manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers non-discretionary consulting on private, non-public investments.

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 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.

David Anderson is a CFA® charterholder with 30 years of industry experience. He has been with Anderson Hoagland & Co. since 1980. The firm provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. Anderson Hoagland manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers consulting on private, non-public investments, with about $1.43 billion in assets under management as of December 31, 2025. The firm’s investment approach emphasizes fundamental equity selection and portfolio construction guided by economic and interest-rate outlooks.

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.