Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. We specialize in: -Asset Protection -Investment Management -Tax Planning -Employee Benefits & Pensions -Practice Management -Retirement Planning -Contract Negotiation -Mortgage Planning -Risk Management -Estate Planning At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.

ButcherJoseph & Co. advises privately held businesses on ownership succession transactions. We listen and understand each client’s unique concerns and tailor an objective-driven approach to help you identify the best buyer of your business. We are nationally recognized experts specializing in sale transactions to strategic and financial buyers, employee ownership transactions (ESOPs), capital advisory (debt & equity), and valuations and fairness opinions. ButcherJoseph is headquartered in St. Louis, MO with a presence in Miami, Palm Beach, and Washington, DC and offices in Chicago, Charlotte, Scottsdale, and Nashville.

Archford Capital Strategies is an independent wealth management firm. Our sole mission is to help our clients – high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition – incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives. Specific obligations require specific solutions; we’ll align those individual goals within your overall financial framework so that collectively you’re moving ever closer to your ultimate objectives. You can also contact us at 618.416.7085. https://archfordcapital.com/social-media-disclosure-statement/ Securities offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC, Headquartered at 80 State St. Albany, NY 12207 Purshe Kaplan Sterling Investments and Archford Capital Strategies are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Please note that nothing on this page should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be direct investment, accounting, tax or legal advice to any one investor. Consult with an accountant or attorney regarding individual accounting, tax or legal advice. No advice may be rendered unless a client service agreement is in place. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

Founded to be a revolutionary investment firm focused on complete customization with transparent integrity, Cambridge Capital Management was one of the first pure "fee-only"​ investment companies in the area. Today, Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice. We understand that wealth is simply a means to attain life's goals, whatever they may be, and that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values. With that in mind, we get to know and understand your goals and objectives so that we can create a plan unique to your situation. We counsel you on how the important financial decisions you make now may affect your lifestyle and long-term goals.

K.G. Brokers, Inc. specializes in providing freight shipping solutions. As an independent Landstar agency, we have access to one of the largest global logistics networks in the industry, which means your business has access to this vast network too.

As a registered investment advisor and a pure investment management firm, we have a fiduciary standard to act solely in the best interest of our clients. We are compensated on a simple fee structure - not through commissions or other hidden fees. We have a direct, vested interest in the success of our client's portfolios. We manage each client's portfolio within the parameters of our core strategy (growing and compounding dividend and interest income) customized for each client's specific situation.

Modern Dollar Planning is a fee-only financial planning and investment management firm located in St. Louis'​ Historic Lafayette Square. We provide financial planning services to corporate executives and medical professionals on a flat-fee basis.

Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL. We've designed our client experience to be centered around trust, actions initiated by planning, and achievements ending in celebrations.

Helping people achieve and maintain financial independence by educating and assisting them to develop portfolios that would mirror our own given the same goals, objective, tax bracket, temperament, and investment time horizon.

As a Managing Director and Co-Founder, Erin manages K-Pro U.S.’s supplier/partner relations, oversees its office and employees, serves as a direct link to K-Pro GmbH and negotiates new and pre-existing contracts.