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 Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

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 Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

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.

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

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 a 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.

Scott has been in the financial advisory business since 1997, helping clients

About Missouri Financial Group

Missouri Financial Group, LLC traces its roots more than a century ago when a company owned agency was formed by Kansas City Life Insurance Company in Springfield, MO. Since 1912, the agencys owners and agents have been helping to provide financial security to individuals and businesses throughout the Ozarks and beyond. In 1968, G. Clair Plank took over individual ownership of the agency until 1990, when the current owner Michael Morris, CLU®, ChFC®, took control until 2016 when Scott Lassley, CLU®, ChFC® became owner and General Agent. Only three owners in more than 108 years. We believe that by treating people right and taking their situations seriously, well be serving our clients long into the future. Our solid relationships with Kansas City Life and Securities America allow us to offer many possibilities to solving issues dealing with retirement income, accumulation needs and legacy plans in which we specialize. Our health and employee benefits experts will search the entire marketplace for those solutions that will help solidify financial security and profitability for our clients. We are tremendously grateful to do what we are able to do; help our individual clients have greater peace of mind and our business clients the assurance to focus on what they do best, their own business. If that makes sense to you and you have a question or are in need of advice, please contact us.

Norman Wealth Advisory Rob Norman I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and several Insurance licenses. Including: Long term care, Variable annuity, Accident, Health & Life, and Disability. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation. In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers.

About Norman Wealth Advisory

At Norman Wealth Advisory our goal is to assist you in BUILDING, PROTECTING, and eventually TRANSFERRING your wealth. It took me 20 years to design what I believe to be one of the best "value propositions" in the industry. It's simple the client comes first, in everything thing I do, and every process I implement is for your financial benefit. I have a low fee holistic financial planning practice. I will be a forward thinker on your behalf. This will hopefully prevent you from having financial pitfalls in the future, that could derail your entire financial plan.

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.

John provides his clients with customized, comprehensive financial advice to help them achieve their goals and live the life they want. As a Certified Financial Planner (CFP®), he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native and CBC graduate, John received his undergraduate degree and MBA from Ole Miss. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also one of the main objectives for co-founding One Bridge Wealth Management: to continuously improve the financial lives of his clients and the services delivered to them. John lives with his wife and son in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.

About One Bridge Wealth Management

Here at One Bridge, we provide a comprehensive array of wealth management solutions to individuals, families, small businesses, non-profit organizations and qualified retirement plans. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the wealth strategies universe and its modules: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each module in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals.

Jeff Severin, MBA, is the CEO & founder of Severin Investments LLC, a private portfolio management firm founded in 2013. He has over 27 years of investment experience both as a portfolio manager and investment strategist. In 1991, Jeff started his financial career at John Hancock Financial Services. In 1999, he moved into portfolio management as Vice President of Investments at UBS-PaineWebber and in 2003 he joined Wachovia Securities. At Wachovia Securities, Jeff sat on the PIM platform where he managed 6 strategies of stocks, bonds and ETFs. Jeff then formed Severin Investments, LLC in 2013.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

As the founder of Correct Capital Wealth Management, Brian has had the honor and privilege of being a trusted advisor to families, institutions and corporations for over 27 years. He has been instrumental in developing the firm's culture, vision and investment process, and has assembled a professional team that strives to deliver exceptional service and advice. Brian not only brings decades of experience and knowledge in wealth management, but provides access to his vast network of relationships and resources to connect and help individuals succeed. Brian earned his B.S. in Business Administration from University of Missouri-Columbia in 1983. Starting in 1993, Brian worked at A.G. Edwards, which later became Wells Fargo Advisors. While there, he spent the last two and a half decades developing deep, trusting client relationships. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER" certification. To earn the CFP® designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Brian never takes for granted the commitment, trust and friendship valued clients extend. He is a six-time National Top 1200 Advisor as ranked by Barron's Magazine, and is consistently ranked as a FIVE STAR Wealth Manager. When working with clients, Brian strives to serve as his clients' advocate by focusing on their individual goals and objectives and making recommendations accordingly. Brian's energy, passion and drive comes from earning his Eagle Scout Award and working for his family's hat factory. Over 90 years ago Brian's grandfather, William Pultman started a cap manufacturing company called Correct Cap Company. Brian would often join his grandfather in meetings with his personal banker and was intrigued how the banker had a career helping others succeed. It turns out helping others succeed is Brian's destiny as well. Outside of Correct Capital, Brian is called upon for leadership and is passionate about giving back in the St. Louis community. Most notably, he is an Executive Board member of the St. Louis Men's Group Against Cancer and Executive Board Member of the Jewish Community Center. He is consistently recognized as a supporter of Pedal the Cause, Multiple Sclerosis Society, and is a member of the Eagle Scout Association. In addition, Brian is an avid biker, swimmer, traveler and loves to spend time with his family. A lifetime resident of St. Louis, Brian and his wife, Mindy, have two children Sydney and Sam, and one lovable Golden named Shana.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm that is built around the client journey. No matter where you are in life, we are there to work with you to plan for today, tomorrow and your future. Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your financial plan. With your success in mind, together we build customized solutions that help you meet your goals. Whether you are years away from retirement, contemplating retirement, or currently enjoying retirement, we can help.