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.

Andrew Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 licenses. He began his financial services career in 2025 with Forsythe Findley Wealth Advisors and joined Bridgewater Asset Management and LPL Financial LLC in 2026. Prior to his advisory roles, he attended the University of Missouri - Columbia and has held various positions in retail and education. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a combination of strategic and tactical asset-allocation models to oversee portfolios, which include a range of investment vehicles such as individual stocks, bonds, mutual funds, ETFs, and options.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.

Sampson Norton is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with The Yanker Group and has previously worked at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and UMB Financial Services. Norton serves as a board member of the nonprofit Buddy Fund in St. Louis, MO. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm uses LPL Financial custodial and program platforms, applying fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to manage portfolios with mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.

Thomas Burke is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Syntegra Private Wealth Group LLC, where he has worked since 2022. His prior experience includes roles at Private Client Services, OSAIC, Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Outside of advisory work, he owns a high-end auto storage and service business and serves as president of a staffing and management company supporting Syntegra. Syntegra Private Wealth Group is a 12-advisor team providing investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and various quantitative and fundamental techniques, complemented by an affiliated tax and business services entity.

Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed 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 mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Carlye Knight is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Yanker Group in Manchester, MO. Her prior experience includes roles at Morgan Stanley and LPL Financial. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm utilizes an open-architecture platform through LPL Financial and manages approximately $265 million in client assets across a three-advisor team.

Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tradewinds, he worked at First Community Credit Union, Vantage Credit Union, and Gallagher Bassett. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pensions, trusts, estates, and charitable organizations. The firm offers three distinct management styles and utilizes technology and documented processes to serve a broad client base efficiently.

Lauren Ferraro is a financial advisor at Wheelhouse Advisory Group, LLC in St. Louis, Missouri, holding a Series 65 designation with 16 years of industry experience. She previously worked at Moneta Group Investment Advisors, LLC for nine years and had shorter tenures at Clayton Financial Group, LLC and a brief period of unemployment. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and offers written retirement planning materials as part of its wealth planning services.

Patrick Bruno is a financial advisor at Monetary Management Group Inc with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Monetary Management Group since 2006, following a brief tenure at Moloney Securities Co., Inc. from 2019 to 2020. Monetary Management Group provides discretionary investment management to individuals, families, high-net-worth clients, trusts, retirement and profit-sharing plans, and Taft-Hartley plans through a firm-wide wrap fee program. The firm’s registered investment adviser representatives manage portfolios directly, using fundamental, technical, and cyclical analysis to tailor strategies to clients’ objectives and risk tolerances.

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.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Stacey Cheek is a financial advisor with Wheelhouse Advisory Group, LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. Prior to joining Wheelhouse Advisory Group in 2021, she worked at Duncan Financial Management, Inc. and Paradigm Financial Advisors, LLC. Outside of advising, she is a co-owner of a graphic design company with her spouse. Wheelhouse Advisory Group provides financial planning, investment management, and insurance-product services to individuals, families, trusts, estates, and businesses, including high-net-worth clients. The firm uses internally developed investment models and fundamental analysis to create customized portfolios and often incorporates insurance contracts as part of its retirement risk-management strategy.

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 Series 65-licensed advisor at Compass Wealth with four years of industry experience. She has worked at Compass Retirement Group and Compass Retirement Solutions since 2020 and previously spent thirteen years at Hollywood Casino. Outside of advisory work, she is a licensed insurance agent affiliated with various carriers. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support through a licensed technology platform. The firm uses asset-allocation models and third-party managers to manage portfolios and conducts regular reviews as part of its investment management services.

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.

Patrick Stradtman is a financial advisor with FEFA Financial in Saint Louis, MO, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at VCI Wealth Management LLC and multiple entities affiliated with FEFA, as well as experience at Saint Louis University Hospital. In addition to his advisory duties, he serves as a Retirement Planning Director involved in insurance sales and services. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.