Steven Farris is a financial advisor at Aquilant Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research, Merrill, Wells Fargo Clearing, Stifel, U.S. Bancorp Investments, and Fifth Third Securities. Outside of advisory roles, he serves as a finance committee member at Kirk of the Hills School and is an independent insurance agent. Aquilant Advisors provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm customizes portfolios and investment policy statements using a combination of analytical methods and integrates outside strategists through unified managed accounts and third-party platforms.

Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of financial advising, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering personalized asset management and financial planning services. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policies to client needs, using third-party platforms and unified managed accounts to implement discretionary and non-discretionary strategies.

Brett Parker is a CFP® professional with 26 years of industry experience. He has been with Aquilant Advisors since 2019 and previously worked at Royal Alliance Associates and Premier Financial Partners, LLC. Parker is also a registered representative with Cambridge Investment Research. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, providing asset management, financial planning, and fiduciary consulting services. The firm uses a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policy statements to client needs, integrating outside strategists and third-party platforms in its management approach.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years at the firm. Prior to joining Aquilant Advisors, she worked at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering asset management, financial planning, and fiduciary consulting services. The firm uses a mix of analytical approaches to create tailored investment strategies and participates in third-party platforms and wrap programs.