Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

James Mineman is a financial advisor at Duncker Streett & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Duncker Streett since 2020, following a 15-year tenure at PNC Capital Advisors. Duncker Streett & Co. provides investment management primarily to individual and high-net-worth clients, as well as institutions such as banks, pension plans, trusts, and charitable organizations. The firm emphasizes discretionary portfolio management using a blend of fundamental and technical analysis, focusing on long-term holdings and maintaining operational affiliations within the Hightower network.

Ingrid Miller is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with eight years of industry experience. Her career includes positions at Edward Jones and Ameriprise before joining her current firm. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios implemented through various investment vehicles.

Christopher Burke is a CFP® with 34 years of industry experience, currently serving at RBF Wealth Advisors in St. Louis, MO. He has held roles at Roman Butler Fullerton & Co and Triad Advisors Inc over the past 16 years. Outside of his advisory work, he is involved with the Jared Burke Foundation, a nonprofit organization focused on charitable outdoor activities for veterans and disabled individuals, and serves as treasurer for The Covering House, a nonprofit dedicated to rescuing and rehabilitating young girls from human trafficking. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets using diversified portfolios aligned with modern portfolio theory and offers a mix of discretionary management and managed account services.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with six years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s investment approach combines fundamental and behavioral analysis with a long-term perspective, blending active and passive strategies while emphasizing diversified portfolios and family-office services.

Ryan Haynes is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Archford in 2023, he participated in a work-study program at McKendree University and worked at Papa John's. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using a variety of vehicles, including independent managers, mutual funds, ETFs, and privately placed investments for qualified clients.

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

Anna Meurer is a CFP® and ChFC® with 14 years of industry experience. She currently serves as a financial advisor at Universal Financial Advisors, LLC and previously worked at Securities America, Inc. Outside of her advisory role, she owns Yellow Shed Creations, a business that designs t-shirts and wine glasses, and volunteers with several community organizations including the Salvation Army – St. Charles and local chambers of commerce. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing 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 offers customized investment solutions aligned with client risk tolerance and time horizon.

Duane Roth is a financial advisor at Rda Financial Network with Series 63 and Series 66 credentials and 21 years of industry experience. He has been involved with RDA Financial Network and its affiliated entities since 2001 and also manages Roth Agribusiness. His background includes managing farming and agriculture operations in addition to his advisory roles. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm utilizes a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Andrew Merkle is a financial advisor with Claris Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has been in the industry since 2026. Prior to joining Claris Advisors, Merkle held positions at Mariner Wealth Advisors, Edward Jones, and several organizations related to athletics and banking. Claris Advisors provides discretionary investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold, asset-class investment approach based on Modern Portfolio Theory and utilizes diversified, no-load mutual funds, relying on third-party managers for certain strategies and fixed-income management.

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.

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.

Kyle Neese is a CFA® charterholder with nine years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2026, after spending nine years at Wells Fargo Advisors. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines active and passive strategies, uses fundamental and behavioral analysis, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.

Spencer Funk is a CFP® with 12 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions at Eagle Strategies, Nylife Securities LLC, Darin J. Robinson, and Schmitt Profitools. Outside of his advisory work, he manages rental properties. Precision Wealth Strategies provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework that aligns asset allocation with clients’ cash-flow needs and offers services ranging from portfolio construction to retirement plan consulting.

Wesley Leftwich is an advisor at EntreWealth with six years of industry experience. His prior roles include positions at Dew Wealth Management and Plancorp, LLC. He also spent time at the University of Missouri and Elite Performance Academy earlier in his career. EntreWealth offers investment advisory services to individuals, businesses, and retirement plans, focusing on long-term trading strategies that combine various analytical approaches within client-specific Investment Policy Statements. The firm manages custodial accounts, may engage sub-advisors, and sponsors pooled investment vehicles recommended to clients when appropriate.

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 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.