Matthew Durham is the principal of Durham Wealth Management, LLC, an independent advisory firm based in St. Peters, MO. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at LPL Financial and Infinity Financial Services. In addition to his advisory work, Durham maintains a licensed insurance practice. Durham Wealth Management is a solo advisory firm serving individual clients through discretionary portfolio management and written financial planning. The firm customizes investment strategies based on clients’ goals and risk tolerance, using fundamental and technical analysis, and manages approximately $11.5 million across 83 client relationships.

Steven Reinisch is a financial advisor at MacroVex Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MacroVex Capital since 2019, following prior roles at TAMP Advisory Solutions and Duncan McHugh Investments. MacroVex Capital provides discretionary and non-discretionary asset management and investor education to individuals, businesses, charities, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, technical, cyclical, charting, and quantitative analyses, along with stress testing, to guide portfolio construction and rebalancing, managing approximately $28 million across about 34 client relationships.

Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vp Pro and Futaba. Outside of financial advising, Wheeler owns a Smoothie King franchise where he assists with payroll and management. Wheeler Financial Planning serves individual clients by providing portfolio analysis and advisory services, primarily directing clients to a third-party manager rather than trading accounts directly. The firm employs a passive, buy-and-hold investment approach based on modern portfolio theory and focuses on mutual funds and fixed income instruments.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Thipp Ratsaboutseua is a financial advisor at QuantumLeap Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with QuantumLeap Wealth Management since 2014. QuantumLeap Wealth Management provides investment supervisory services and individualized portfolio management to private individuals, including high-net-worth clients. The firm integrates derivatives and borrowing strategies into separately managed accounts and employs a combination of fundamental and technical analysis tailored to client objectives.

James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has previously worked at Krilogy Financial, Moneta Group, Swiss Re, and Tradebot Systems. Belmont Private Wealth serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset-allocation approach, emphasizing passive investment vehicles alongside manager and fund analysis to construct diversified portfolios.

Jason Sandfort is a CFP® professional with 19 years of industry experience, currently serving at Angell Capital Management, LLC since 2010. He holds the Series 66 designation and is based in St. Charles, MO. Angell Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation through traditional, quantitative, and behavioral finance methods, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates Tomerlin Bookkeeping Service, Inc., providing tax preparation and accounting services. Universal Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach based on asset allocation and diversification principles from Modern and Post-Modern Portfolio Theory, managing discretionary portfolios with a variety of securities and strategies.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Opulence Tax Group, NYLIFE Securities LLC, and New York Life Insurance Company. He is also an independent licensed insurance agent with Penn Mutual, where he reviews and recommends insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm uses a range of investment strategies and prepares customized Investment Policy Statements, managing accounts with a combination of fundamental, quantitative, and technical analysis.

Douglas Rothermich is a financial advisor at Fidelis Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at TIAA-CREF Trust Co., FSB for 26 years. Outside of his advisory role, he contributes investment-related content to Kiplinger without compensation. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside financial planning and business consulting.

Norman Eccarius is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at AE Wealth Management, Asset Protection Strategies, Center Street Advisors, and National Planning Corporation. Additionally, he operates Eccarius Financial, where he is involved in insurance sales and services. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes multi-manager portfolios and alternative investment options, with investment decisions guided by an Investment Committee that offers various model and custom portfolios.

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Suresh Fernando is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Creative Financial Designs, Inc. and has been with Pathfinder Financial Advocates since 2014. Fernando is also involved in independent insurance sales and serves as President of Pathfinder Financial Advocates, LLC. Creative Financial Designs, Inc. provides investment management and financial planning services to individual clients, charitable organizations, businesses, and retirement plans. The firm employs a model-driven investment approach that incorporates third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing arrangements and specialized management programs.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Michael Webb is a financial advisor with On Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services for over 20 years and has managed Webb Insurance, a life, health, disability, and property casualty insurance agency, since 1991. Outside of advisory work, he serves on the board of Unlimited Play, a nonprofit organization, and is involved with St. Charles Eldercare Associates, which assists with Medicare and long-term care education. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, with a focus on both discretionary and non-discretionary managed account options.

Ryan Gill is a financial advisor with On Investment Management Company based in St. Charles, MO. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience. His prior work includes roles at Ohio National Financial Services and Mutual of America Securities Corporation. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors, offering a range of fee-based planning and managed account options alongside access to multiple third-party investment programs.

Sage Lake is a financial advisor at On Investment Management CO with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, he is a business manager and co-owner of a residential rental property in Wentzville, MO. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of third-party discretionary programs and adviser-directed managed accounts, serving both discretionary and non-discretionary client relationships.