Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.

Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.

Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.

Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.

Richard Murray is a financial advisor with Midwest Advisors LLC in Saint Louis, MO, holding a Series 65 credential and 10 years of industry experience. He has worked at Midwest Advisors LLC since 2012, including a period from 2017 to 2019 at Sorin Capital Management. Midwest Advisors LLC is a small, independent firm managing approximately $39.1 million on a discretionary basis for a select client base. The firm specializes in investment management focused on U.S. real estate industry securities, employing both long-short and long-only strategies with options used for hedging, and follows a fundamental, value-biased investment approach supported by frequent industry engagement and detailed research.

Andrew Fama is the principal of Fama Fiduciary Wealth LLC and holds a Series 65 designation with 25 years of experience at his firm. He also maintains a legal practice as an attorney and operates as a licensed real estate broker, each as sole proprietor. Fama Fiduciary Wealth LLC is an independent, fee-only advisory firm managing approximately $119 million for around 60 clients, including individuals, families, trustees, and business entities. The firm focuses on discretionary investment management and portfolio construction, employing asset allocation and Modern Portfolio Theory principles while typically using no-load mutual funds and ETFs.

Brendon Sutherland is a financial advisor at Percipient Advisors LLC with a Series 65 credential and six years of industry experience. Prior to joining Percipient Advisors in 2026, he was self-employed from 2020 to 2026 and worked at Saint Louis University from 2016 to 2020. Percipient Advisors LLC is a registered investment adviser offering discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm provides two primary investment strategies: an Active Swing Trading approach focused on a concentrated basket of high-volatility securities and a Passive Asset Allocation strategy using broad-based equity and fixed-income ETFs.

Jeffrey Mcgovern is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently the sole advisor at Haven Wealth Planning, where he has worked since 2022. Prior to that, he spent six years at Buckingham Strategic Wealth, LLC. Haven Wealth Planning provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs an evidence-based, passive investment approach grounded in Modern Portfolio Theory and the Fama–French framework, often utilizing index mutual funds and ETFs, and integrates financial planning with investment advice.

Daniel Heffernan is a CFP®-certified financial advisor with 29 years of industry experience. He has been the principal of Heffernan & Associates, Inc. in St. Louis, MO, since 1985. In addition to his advisory role, he is licensed as a life insurance agent, specializing in fixed annuities. Heffernan & Associates provides investment advice and financial counsel to individuals, families, trusts, retirement plans, and business interests. The firm employs a fundamental-analysis approach with a focus on long-term investments and operates primarily on a non-discretionary basis, engaging clients in all investment decisions.

Gary Cassell is the sole advisor at Premier Wealth Advisory Services, Inc. in Chesterfield, MO, holding Series 65 and Series 63 licenses with 38 years of industry experience. He has been with Premier Wealth Advisory Services since 1998 and also has experience at Ceros Financial Services Inc. since 2012. In addition to his advisory role, he acts as an independent insurance agent for various companies. Premier Wealth Advisory Services provides portfolio and active management to individuals, high-net-worth clients, trusts, and retirement plans using a combination of technical and fundamental analysis, relative strength, and modern portfolio theory. The firm offers both discretionary and non-discretionary management across multiple asset classes and regularly monitors and reviews client accounts.

Monica Gamblin is the principal of Integra Wealth Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at The Gamblin Group, LLC since 2012, where she is involved in tax representation, financial advising, and tax preparation. Her prior firms include First Heartland Consultants, Inc., New England Securities, and Edward Jones. Integra Wealth Advisors serves individual clients by providing comprehensive financial planning and tax-related services, with a focus on tax expertise as the principal is an IRS-designated Enrolled Agent. The firm acts as a solicitor to third-party money managers, offers educational seminars, and provides consulting on a fixed-fee or hourly basis rather than managing assets directly.

Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.

Michael Piper is a financial advisor and principal of Michael Piper, LLC in Saint Louis, MO. He holds the PFS™ designation and Series 63 and 65 licenses, with three years of industry experience. In addition to his advisory role, Piper is the owner and author of Simple Subjects, LLC, a publishing company he has operated since 2008. He also serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC is a solo-registered investment adviser providing comprehensive financial planning to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing and strategic asset allocation with a focus on tax efficiency, while clients retain discretion over portfolio implementation.

Evan Buenger is a financial advisor at Vertumnus Capital LLC with one year of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Stifel Nicolaus and Buenger Capital Partners, LLC. Vertumnus Capital LLC provides investment advisory services to individuals, trusts, estates, retirement plans, and small businesses. The firm offers tailored portfolio management and financial planning, utilizing strategies such as active management, tactical trading, and options, and includes an advisory program for selecting and overseeing sub-advisers.

With over 25 years of experience in investment research, portfolio management, and advisory operations, I founded my RIA to provide expert guidance to financial advisors and investors. As a CFA Charterholder, CERTIFIED FINANCIAL PLANNER™, and Accredited Investment Fiduciary (AIF®), my goal is to simplify the complexities of investing and help clients make informed decisions about stocks, bonds, mutual funds, ETFs, annuities, alternatives, and private investments. For advisors, I offer tailored support for creating model portfolios, conducting investment committee meetings, and developing retirement plan strategies, all aimed at enhancing advisor-client relationships and delivering better outcomes. Over the years, I’ve worked in various roles, from equity research and fixed income trading to serving as the de-facto Chief Investment Officer for a large RIA. My services cover a wide range of needs, including life insurance analysis, capital gains budgeting, structured product and annuity evaluations, options-based strategies for individual stock positions, IPS reviews, enhanced prospect conversions, and the development of customized model portfolios. I pride myself on providing data-driven insights to help advisors improve their practices, better serve their clients, and grow their businesses. In addition to my professional work, I enjoy spending time with my wife and four kids, golfing, traveling, coaching youth sports, and mentoring students. I’m passionate about investing in future generations and advancing the fields of finance and investing. My technical expertise, combined with a personal approach, allows me to work alongside advisors to elevate their client offerings, streamline operations, and achieve lasting success.

Ethan Oetter is a financial advisor at Long River Investment Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Twin Springs Investments, LLC and RunTide Capital Management, LLC. In addition to his advisory role, he provides administrative support on a contract basis for Twin Springs Family Office & Charitable Foundation. Long River Investment Management offers discretionary investment management through separately managed accounts for individuals, high-net-worth clients, trusts, foundations, corporations, and select institutional clients. The firm employs a fundamentally oriented investment process with concentrated equity and globally diversified ETF strategies tailored to client risk tolerance and goals.

Michael Ludgate is a financial advisor with Ludgate Capital and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in the cybersecurity industry for several years, including positions at At-Bay, eSentire, and TechGuard Security. His background also includes employment at the St. Clair County Treasurer's Office. Ludgate Capital provides non-discretionary investment advisory services and financial planning to individuals, families, trusts, and other clients. The firm emphasizes diversified, long-term portfolio construction informed by fundamental and quantitative analysis and integrates financial and retirement planning into its advisory relationships.

Kyle Parke is the sole advisor at Parke Investment Management, Inc. in St. Louis, MO, holding a Series 65 credential with 28 years of industry experience. He has led his independent firm since 1993 and has also been associated with Holiday Inn Corp. since 1992. Parke Investment Management serves primarily individual clients through discretionary portfolio management and occasionally provides financial planning at no additional charge. The firm manages a modest asset base for a limited client roster, employing a broad range of investment vehicles and utilizing borrowing and derivatives strategies within separately managed accounts.