Hannah Leone is a CFP® professional with 10 years of industry experience. She has been with Foundation Wealth Management, LLC since 2011. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profits, trustees, and investment committees. The firm uses a Modern Portfolio Theory framework and serves a diverse client base, including state and municipal government entities, managing over $660 million with a compact team of four advisors.

Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.

Brett Rufkahr is a CFA® charterholder with 16 years of industry experience, currently serving at Alpine Private Wealth in Saint Louis, MO. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, Alpine Investment Management, LLC, and Merrill. Outside of financial advisory, he is a co-owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm employs a sub-adviser model for portfolio management and offers discretionary investment supervisory services alongside optional family-office support.

Jeffrey Steiner is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He previously worked at US Bank for eleven years before joining his current firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation combined with tactical adjustments, and offers a range of investment and wealth management services alongside specialized offerings such as oil and gas royalty management and business transition planning.

Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.

Damaris Gingerich is a CFP® professional with six years of industry experience, currently serving at Brand Asset Management Group, Inc. She joined the firm in 2018 and has prior experience working at Missouri Baptist University. In addition to her advisory role, she has taught piano for over a decade. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach with strategic asset allocation, and offers specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Tamara Dickerson is a financial advisor at Compass Wealth with a Series 65 credential and four years of industry experience. She previously worked for Hollywood Casino for 13 years prior to joining the financial services field. In addition to her advisory role, she maintains an insurance agent license with various carriers. Compass Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, with access to independent model managers and options overlays, while coordinating planning with clients’ other advisors.

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ProPartners Wealth and ProPartners Wealth, LLC prior to joining Correct Capital. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and portfolio services, implementing individualized investment plans through a combination of fundamental and technical analysis and a mix of asset classes.

Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients, including high-net-worth individuals and charitable organizations, managing approximately $499 million for about 421 clients. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, with a process that incorporates both third-party model portfolios and tactical strategies involving technical analysis.

Cory Kraft is a CFP® with 37 years of industry experience, currently serving at Adk Wealth Advisory Group in St. Louis, MO. He has worked with LPL Financial since 1998 and has been with Kraft, Davis and Associates, LLC, operating as ADK Wealth Advisory Group, since 2015. Outside of financial advising, he is a business owner of Brownstone LLC, an entity that owns an airplane. ADK Wealth Advisory Group is an SEC-registered investment adviser providing fee-based investment management and financial planning to individual and high-net-worth clients. The firm offers retirement-plan advisory, hourly consulting, and tailored planning services, combining fundamental and technical analysis to manage portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and REITs.

Kenneth Bower is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clayton Financial Group, LLC since 2015. He holds the Series 66 designation and is based in St. Louis, MO. Outside of his advisory role, he serves as a banking board member for Southern Bank. Clayton Financial Group provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations. The firm manages a significant asset base across its team and employs investment strategies that include fundamental and technical analysis, modern portfolio theory, and advanced techniques such as options and margin.

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent with Penn Mutual, spending approximately five hours per month reviewing and recommending insurance products. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with a range of professional advisors. The firm offers access to various investment vehicles, including private funds managed by its affiliated adviser, and employs a disciplined, multi-strategy approach for discretionary portfolio management.

Anthony Kalinowski is a CFP® with 38 years of industry experience, currently serving at RBF Wealth Advisors. He has been with Roman, Butler, Fullerton & Co since 2010 and previously worked with Triad Advisors until 2023. Kalinowski is the owner and host of TheRetirementInsiders podcast, which focuses on retirement lifestyle topics. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Poonnasa Corn is a CFP® and holds a Series 66 license, with 11 years of industry experience. She currently serves as an advisor at Compass Wealth and previously worked at Edward Jones for 11 years. Compass Wealth provides discretionary investment management, financial planning, and retirement-focused advice to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using equities, ETFs, and mutual funds, while also employing independent model managers and options overlays.

Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 license and has worked in various roles across different sectors including distribution and arena box office operations. 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 coordinated tax-sensitive decisions.

Kaleb Doyle is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Brand Asset Management Group, Inc., where he has been since 2026. Prior to that, he spent seven years at Moneta Group Investment Advisors, LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on strategic asset allocation and multi-manager portfolio construction. The firm offers specialized services including the Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high net worth clients.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. 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, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.

Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.