I desire to simplify stock options and personal finance topics. My core belief is that money is a tool that can facilitate spending your time doing what you love, with who you love. I specialize in serving individuals in their 30's and 40's who hold stock options in a pre-IPO company. Together we navigate the nuances of equity compensation, manage the risks you're exposed to along the way, and provide a clarity for how a financial windfall can provide new opportunities for you & your family. Our relationship begins with understanding what you value, who is most important to you, how you desire to spend your time, and what challenges you're currently facing. I aim to create a safe space to ask questions and distill an actionable roadmap to guide you on a path for using your money to live a good life today and in the future. Interested in seeing what an advisory relationship could look like? I'd love the opportunity to meet you & see how I can be of help!

Meagen Wagner is a CFP® professional with five years of industry experience, currently serving at Facet Wealth since 2021. Her prior roles include positions at Plancorp LLC and experience with Lighting Solutions Design Gallery LLC and August Moon. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations. The firm serves a wide range of households through phone, video, and a proprietary web platform, employing a flat subscription model rather than percentage-based fees.

Christopher Tobin is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Droms Strauss Wealth Management, JPMorgan Chase, Morgan Stanley, and UMB Financial Corporation. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including broker-dealer, commercial real estate, and private equity activities.

Nicholas Akers is a financial advisor with Principal Advised Services in Saint Louis, MO, holding a Series 66 credential and 11 years of industry experience. He has worked at Principal Advised Services since 2024 and previously spent six years with Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant vice president at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, leveraging its affiliation with Principal Financial Group to access proprietary funds and products.

Jeffery Schulz is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Larson Financial Group during multiple periods since 2014, as well as working at Stifel and St. Louis Community College. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary strategies, incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for client advice.

Luke Gassett is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience with CliftonLarsonAllen LLP and involvement with local athletic associations. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Daniel Exum is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. He previously served in the US Air Force from 2015 to 2022 before transitioning to his current role. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies, and benefits from integration with the broader Principal Financial Group family, which supports access to affiliated products and services.

Thaddeus Brija is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Cetera Wealth Services, renaissance financial, Minnesota Life, and Securian Financial Services. Brija serves on the advisory board of BNI and volunteers with Friends of Arch Grants. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored investment strategies.

Michael Barlow is a CFP® and Series 65-licensed financial advisor at RubinBrown Advisors LLC with six years at the firm and a total of three years in the industry. His prior experience includes roles at Securian Life Insurance Company, Renaissance Financial Corp, Minnesota Life Insurance Company, Moneta Group, and Premium Retail Services. He also has a background at Miami University. RubinBrown Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment advisory, financial planning, and retirement plan services. The firm utilizes model portfolios with mutual funds and ETFs, leverages tax-aware strategies, and incorporates AI tools within its financial planning process.

Carter Hayes is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Sierra Investment Management, Inc. and Northern Lights Distributors, LLC. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Tamara Fain is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She previously worked at Edward Jones for 10 years before joining Stifel, where she has been since 2017. Outside of her advisory role, she is a brand partner for Kleo Kolor, selling press-on nails to friends and family. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services with a focus on customized financial planning and portfolio management. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing clients with a range of service options tailored to their needs.

John Russo is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. Russo is a board member of The Illinois Autism Development Center, a nonprofit organization providing education programs for autistic children and adults. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm primarily implements strategic asset allocation through model portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary advice, and incorporates tax-aware practices and technology tools in its services.

Brian Hoeltge is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with RubinBrown Advisors since 2021. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm employs strategic asset allocation primarily through model portfolios and offers both discretionary and non-discretionary advice, incorporating tax-aware practices and technology-driven solutions.

Mark Gregor is a financial advisor with Midwestern Securities Trading Company, LLC in St. Louis, MO. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. His prior roles include financial advisor positions at Members 1st Credit Union and First Missouri Credit Union. Outside of his advisory work, Gregor serves as a pastor at Owensville Christian Church and is treasurer and a board member of Mission to Russia. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, ERISA 3(38) investment fiduciary services, and access to third-party money managers through discretionary and non-discretionary investment approaches.

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Jeffery Kuhlmann is a CFP® professional with 19 years of industry experience, currently serving at Larson Financial Group, LLC since 2026. He previously worked at Edward Jones for 23 years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and offers a range of specialized services including pension consulting and the use of AI-assisted tools in research and client documentation.

Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Michele Laws is a financial advisor at Portside Wealth Group, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TownSquare Capital, Allegis Investment Services, and National Planning Corporation. Outside of her advisory role, she is involved in divorce financial education as a monthly speaker at a divorce workshop and is a board member for Divorce Dollars & Sense. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and client education using a blend of investment approaches combined with affiliated legal and accounting expertise.