Creve Coeur, MO Office

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Kara Brockmeier is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

Adam Kilker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. He has 17 years of experience in the industry, including roles at Royal Alliance Associates, Inc. and Premier Financial Partners. Kilker provides financial planning services through NWF Advisory Services while working from St. Louis, Missouri. NWF Advisory Services manages approximately $6.4 billion in client assets with a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting across a variety of account types.