About First Financial Consultants

Alan Suiter has expertise in analyzing his clients' financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning. Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today. Alan put himself through college at Joplin's MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times. First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO.

About St. Louis Financial Group

We are an independent Wealth Management firm in the Ballwin, Chesterfield area. We help a select group of high net-worth families and small business owners in the St. Louis area. Specializing in retirement planning, we match client's dreams and values with a written financial plan to remove the worries associated with investments and insurance. Some of our clients have been with us for over 20 years. We take great pride in being independent and having the ability to research many types of investments and come back to the client with the best tool to get the job done. Whether it's an IRA or stock and bond portfolio, we'll find the right investment for you, your family or your business.

About St. Louis Financial Planners, Inc.

As a long-established financial planning corporation, St. Louis Financial Planners has set its own tradition, a tradition of values-centered management advice. In 1976, the firm first offered full service financial planning in order to address the core financial needs of their clients. For over 35 years, people of the Midwest have relied on St. Louis Financial Planners and the principles on which the firm was built: Listen closely. Provide fundamentally sound financial planning. Deliver what you promise. Commit to quality. No nonsense Midwestern values still guide the firm today. As eloquently expressed in the state motto of their Missouri home, "Salus populi suprema lex esto" - "the welfare of the people is the supreme law;" St. Louis Financial Planners knows that their continuing success depends on how well they service and respond to the needs and interests of their clients. St. Louis Financial Planners, Inc. is an Investment Advisor registered with the states of Missouri, Illinois and Texas and may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors Board—St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 40 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses’, also holds the following securities licenses’; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of “Best in Client Satisfaction Wealth Managers”.

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.

Whether building an income plan for retiring nurse, helping a family plan for their childs college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Welcome! I'm originally from Nebraska where I graduated from Hastings College with a degree in Physics and then moved to St. Louis in 1985 to attend Washington University. Shortly after that, I navigated my way to becoming a financial advisor. Initially I worked for large wealth management firms, but found that they spent more time talking about how to make the firm more money than how to make the clients more money. At that point, I decided to make a change and started my own firm. In 1999, I launched Premier Wealth Advisory Services to help our clients invest smarter, reduce taxes, and retire on their terms. When I'm not at the office, you will find me spending time with my beautiful wife and two great children, family, friends, or watching every Husker football game with my dad. I love hiking in Colorado, playing tennis, walking and brewing beer with my son.

About Premier Wealth Advisory Services

Premier Wealth Advisory Services mission is to inspire our clients to achieve their goals through education, communication and service, which exceeds their expectations. We have over 25 years of experience providing sound financial advice for both individuals and businesses. At Premier Wealth Advisory Services, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs. Our core values are Professional Knowledge, Integrity, Personalized Service and Teamwork. Located in Chesterfield, MO, Premier Wealth Advisory Services was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you.

Licensed in the following state(s)*: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

About Oppenheimer & Company

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Jeffrey gained over 20 years of industry experience at both John Hancock Financial Services and UBS Before opening Severin Investments in 2003. He earned a bachelor's degree in finance and an MBA. Jeffrey holds his Series 65 license as well as his health and life insurance licenses.

About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

I am married with 3 children under the age of 12. We enjoy Crossfit as a family and going to local parks together.

About Merrill Lynch