Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

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 the principal of Heffernan & Associates, Inc. in St. Louis, MO, holding the CFP® designation and Series 63 license with 28 years of industry experience. He has been with Heffernan & Associates since 1985. Heffernan is also licensed as a life insurance agent for fixed annuities with Jackson National Life Insurance Company and AssetMark Trust Company. Heffernan & Associates provides investment advice and financial counseling to individuals, families, and related entities, managing approximately $17.12 million in client assets as of December 31, 2024. The firm employs a fundamental, long-term investment approach with a focus on macroeconomic assessment, credit analysis, and valuation, operating primarily on a non-discretionary basis with ongoing consultation and financial planning services.

John Gower is the sole advisor at John C. Gower, CFP, EA, an independent firm based in St. Louis, MO. He holds the CFP® and Series 65 designations and has seven years of industry experience, with his firm operating since 1996. In addition to financial advising, he also provides tax preparation services. The firm offers fee-only financial planning and discretionary investment management primarily for high-net-worth individuals, small businesses, trusts, and retirement plans. It employs a strategic asset-allocation approach focused on diversification, cost containment, tax management, and ongoing portfolio oversight.

Charles Heisner is a CFP® and Series 65-registered financial advisor with 24 years of industry experience. He is the principal of Heisner Financial, LLC, an independent firm he founded in 2001 in St. Louis, MO. Heisner maintains an active CPA license, which he uses to supplement his financial advisory services. Heisner Financial, LLC provides personal financial planning and investment advisory services to individuals, trusts, and select business clients, integrating tax, bookkeeping, and business consulting with investment advice. The firm manages approximately $37 million in client assets on a non-discretionary basis and offers both ongoing and hourly consulting engagements.

Joseph Darpel is a CFP® with 32 years of experience in the financial services industry. He is the principal advisor at Smart Steps Wealth Management LLC, having previously worked at Gunpowder Capital Management, Hayden Royal, and Raymond James Financial Services. He is also president of Jos F Darpel Investment Co., a non-investment-related support company. Smart Steps Wealth Management LLC offers discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm combines fundamental, quantitative, and technical investment analysis and provides institutional and retirement-plan services alongside individual wealth management, including the use of derivatives in managed accounts.

I’m a CFA® and CFP® professional who helps young professionals and growing families navigate life’s big financial decisions with clarity and confidence. Many of my clients are in the middle of major transitions—equity compensation, an inheritance, buying a home, or welcoming a child—and want expert guidance without the jargon. I combine deep technical expertise with a straightforward, approachable style so you can make smart moves today and build lasting wealth for tomorrow. My approach is collaborative and grounded in your real-life goals. We’ll create a plan that’s clear, flexible, and tailored to your priorities—whether that’s funding your next big move, investing for long-term growth, or making work optional someday. The result? You spend less time stressing about money and more time enjoying the life you’re building.

Patrick Robert is a CFP® professional with two years of experience, currently serving as the sole advisor at Generational Wealth Specialists. He has been involved with PKR Investments, LLC since 2009 and owns J&P Deluxe Properties. PKR Investments, LLC is an independent advisory firm that provides financial planning and consulting for individual and high-net-worth clients, primarily through referrals to third-party managers. The firm develops tailored plans addressing cash flow, retirement, tax, and estate issues, and monitors recommended managers without exercising discretionary trading authority or custody of client assets.

Mark Milton is the founder and sole member of Armory Oak Wealth LLC, an investment management firm based in Saint Louis, MO. He holds a Series 65 designation and has six years of experience in investment management and nine years as the managing attorney of MCM Law LLC, a law firm specializing in tax controversy, litigation, and estate planning. Milton also serves as Director and Treasurer of Greta Gives Hope, Inc., a nonprofit organization he co-founded in memory of his stillborn daughter, and holds board positions with the Federal Bar Association St. Louis Chapter and the Missouri Athletic Club. Armory Oak Wealth LLC provides discretionary and non-discretionary investment management services for individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses a strategic, risk-based asset allocation approach implemented through an unaffiliated third-party investment manager, Focus Partners Advisor Solutions, and emphasizes periodic due diligence and evaluation of that manager.

Alexandra Heck is a financial advisor at Herzog Financial Group, LLC in Saint Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Herzog Financial Group since 2015. Herzog Financial Group provides financial planning and wealth management services to individuals, families, small business owners, and retirees. The firm employs a strategic asset allocation approach combined with active selection of mutual funds, ETFs, equities, and investment-grade bonds, managing approximately $48 million in assets for around 87 clients.

Terrance Davis is the sole advisor at Terrance P Davis CPA/PFS in St. Louis, MO, holding the PFS™ designation and Series 65 license with six years of industry experience. He has been practicing under his firm name since 1990. In addition to financial advisory services, he provides part-time tax preparation during the tax season. Terrance P. Davis CPA/PFS offers fee-only comprehensive financial planning and investment advisory services primarily to individuals and small business owners, focusing on pre-retirees and retirees. The firm integrates income, estate, and gift tax consultation with a systematic planning process that emphasizes modern portfolio theory, asset allocation, and low-cost index or passively managed funds.

Jay Peters is a financial advisor at AECH Financial with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to joining AECH Financial in 2025, he worked for nearly a decade at Cetera and its affiliated entities. Outside of his advisory role, Peters serves as an elected board member of a homeowners association and consults as a referral partner for a nonprofit organization. AECH Financial is a state-registered investment adviser that provides discretionary investment management and portfolio implementation services to individuals, trusts, estates, corporations, and other business entities. The firm uses a model-driven investment approach combining quantitative, fundamental, technical, cyclical, and economic analysis, employing both long- and short-term strategies and ETFs.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

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.

Nicholas Matlock is a CFP® with 14 years of experience in the financial services industry. He is the founder and advisor at Cratero Capital LLC and also serves as Manager and Operations Manager at Dark Matter Capital Management. Outside of his advisory work, Matlock is the CEO of Cratero Copilot, a company providing personal assistant and operations management services for content creators. Cratero Capital LLC offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles. The firm employs ETF-based model portfolios with a combination of fundamental, technical, charting, and cyclical analysis, managing accounts on a discretionary basis with quarterly reviews.

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Paul Gantner is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and 10 years of industry experience. He has been with Your Wealth Matters LLC since 2016 and also operates Your Estate Matters, LLC since 2012. In addition to his advisory work, he is an attorney specializing in estate planning, elder law, and probate. Your Wealth Matters LLC provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on portfolio management through third-party asset managers and a separate portfolio analysis service. The firm emphasizes a non-discretionary investment approach based on modern portfolio theory, with diversified equity and fixed-income allocations reviewed and rebalanced according to each client’s investment policy.

Don Mckinley is a financial advisor at Fortify Wealth, Inc. with 58 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, NFP Advisor Services, and Financial Resources of St. Louis. In addition to his advisory work, he is CEO and insurance agent at McKinley Financial Resources, Inc. Fortify Wealth provides discretionary asset management and financial planning to high-net-worth individuals and corporations. The firm uses a proprietary research process to create diversified model portfolios and offers services including portfolio management, financial planning, and ERISA plan advisory.

Steven Farris is a financial advisor with Aquilant Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Aquilant Advisors since 2016 and has been affiliated with Cambridge Investment Research since 2014. Outside of his advisory role, Farris serves on the finance committee of Kirk of the Hills School and works as an independent insurance agent. Aquilant Advisors is an SEC-registered investment adviser managing approximately $215.6 million for about 295 clients with a two-advisor team. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and fiduciary management, utilizing a written Investment Policy Statement and a combination of fundamental, technical, cyclical, and quantitative analysis across various asset classes.

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.