RBF Wealth Advisors

Travis Grasser is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining RBF Wealth Advisors, he worked at Private Client Services and Triad Advisors. He serves on the young professionals board of the Special Olympics of Missouri. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach consistent with modern portfolio theory and conducts routine portfolio supervision and formal reviews.

Mark Johnson is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Roman, Butler, Fullerton & Co since 2013 and previously worked at Triad Advisors, Inc. Johnson is also involved as vice president and board member of the Gateway Area Chapter of Safari Club International. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine supervision and formal quarterly reviews.

Blake Clynes is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with RBF Wealth Advisors in St. Louis, MO, and has prior experience at AMERIPRISE FINANCIAL SERVICES, LLC and Essilor of America. Outside of his advisory role, Blake provides financial planning services to emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach guided by modern portfolio theory and incorporates both fundamental and technical analysis in portfolio construction.

Paul Fullerton is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Roman, Butler and Fullerton since 2003 and has experience with Private Client Services and ESM Press, Inc. Outside of advising, Fullerton serves as a publishers' representative for educational publishers through The Fullerton Group, a small business involving his family. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified approach consistent with modern portfolio theory, incorporating both fundamental and technical analysis, with portfolio reviews typically conducted quarterly.

Christopher Burke is a CFP® certificant with 33 years of industry experience. He is affiliated with RBF Wealth Advisors and has worked there since 2010, including his current role at Private Client Services since 2023. Outside of his advisory work, Burke serves on the boards of two nonprofit organizations focused on charitable outdoor activities for veterans and combating human trafficking. RBF Wealth Advisors offers fee-based investment management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis and manages approximately $647.7 million in client assets as of 2024.

Nathaniel Gilman is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at RBF Wealth Advisors since 2022 and has been affiliated with Krilogy Financial, LLC since 2016. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified approach aligned with modern portfolio theory, incorporating both fundamental and technical analysis in portfolio construction.

Anthony Kalinowski is a CFP® with 38 years of industry experience, currently serving at RBF Wealth Advisors. He has been with Roman, Butler, Fullerton & Co since 2010 and previously worked with Triad Advisors until 2023. Kalinowski is the owner and host of TheRetirementInsiders podcast, which focuses on retirement lifestyle topics. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Aaron Ward is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked with Roman Butler Fullerton & Co since 2010 and with Triad Advisors Inc from 2010 to 2023. In addition to his advisory role, Ward provides student loan repayment planning for dental and other emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach, combining fundamental and technical analysis, with routine portfolio supervision and quarterly reviews.

Nathan Rivera is a financial advisor at RBF Wealth Advisors in St. Louis, MO. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Edward Jones. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

Robert Butler Jr. is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Triad Advisors, Inc. since 1998 and Roman, Butler, Fullerton & Co. since 1981. In addition to his advisory role, he manages portfolios of stocks and bonds through Roman, Butler & Fullerton, dedicating significant time to this activity. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach combining fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

Michael Meara is a financial advisor at RBF Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Renaissance Financial Corp, Securian Financial Services, and Nexus Wealth Advisors LLC. Outside of his advisory work, he owns a legal entity established for personal tax and accounting purposes. RBF Wealth Advisors offers fee-based investment management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis and manages approximately $647.7 million as of December 2024.