Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she is active in the Washington Optimist Club and Women With Purpose, a nonprofit organization focused on supporting women’s professional and personal growth. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions, emphasizing both fundamental and technical investment analysis and operating mainly in a non-discretionary capacity.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

Jordan Faerber is a CFP® with nine years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC. He has worked at Cornerstone and its affiliated entities since 2020 and previously held roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. He also owns Faerber Tax Services, a tax preparation and accounting business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a tailored investment approach combining fundamental, quantitative, and qualitative analysis, and offers ERISA-compliant retirement consulting along with multiple LPL-sponsored advisory programs.

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

Jeffrey Weber is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at First State Financial Management, LPL Financial, Natcity Investments, Inc., and U.S. Bancorp Investments, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a range of clients including individuals, high-net-worth clients, and institutions. The firm offers diversified advisory programs and combines proprietary strategies with third-party models, providing both discretionary and non-discretionary managed solutions.

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Nicolas Boyd is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. He is involved with Tax Favored Benefits, providing retirement plans and financial advisory services. Wealth Enhancement Advisory Services delivers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach integrating passive and active strategies overseen by an internal Investment Committee.

Kimberly Church is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes roles at Robert Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of finance, she operates an independent distributor business with Young Living and runs an Etsy shop specializing in vintage jewelry and accessories. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including financial planning, investment management, brokerage, and retirement consulting, utilizing both proprietary strategies and third-party models.

James Stiles is a financial advisor with &Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at Edward D. Jones & Co., L.P. Stiles maintains an active interest in local agriculture and land use through ownership of a farm that provides hunting leases and crop production. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm uses various analytical approaches and both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.