David Eidelman is a CFA® charterholder with 25 years of industry experience. He is currently with Daytona Street Capital, where he has worked since 2023, following a 41-year tenure at Eidelman Virant Capital. The firm provides discretionary portfolio management services to a select group of clients, including individuals, retirement accounts, trusts, charitable organizations, and business entities. Daytona Street Capital employs a concentrated core equity strategy focused on long-term outperformance of the S&P 500, combined with ETF-based allocation strategies for broader diversification and customization.

Shelley Christian is a financial advisor at Bison Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Worley Banks Group, LLC and the Pattonville School District. She also operates as an independent insurance agent. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm tailors investment strategies to client objectives and risk tolerance, employing methods such as strategic asset allocation and both long- and short-term trading.

Arielle Tucker is a CFP® professional with five years of industry experience, currently serving as an advisor at Mindful Wealth. Her background includes roles at Connected Financial Planning, White Lighthouse Investment Management, Taxfix, and Intuit. In addition to her advisory work, she produces educational podcast and video content focused on cross-border financial topics and provides tax preparation and consulting services as an Enrolled Agent. Mindful Wealth serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning services. The firm emphasizes a primarily passive investment approach using diversified portfolios of index funds and ETFs, and has specialized expertise in cross-border and international financial planning.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and Citigroup. Outside of his advisory role, he is involved with EGIS Financial, where he sells FDIC-insured cash account products, manages a sales team, and conducts insurance sales. W. Swartz & Co., LLC offers discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and businesses. The firm focuses on fundamental analysis and long-term investment strategies, customizing accounts to client restrictions and maintaining regular reviews and communications.

Jacob Potter is a financial advisor at SFC Financial LLC in St. Louis, MO, holding a Series 65 designation with four years of industry experience. He is also a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm where he has worked since 1999. SFC Financial LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm manages assets non-discretionarily using a combination of fundamental and technical analysis, asset allocation, and option strategies, and maintains an affiliation with the accounting firm Swink Coplen & Company, P.C.

Timothy Banks is a financial advisor with The Worley Banks Group, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Private Client Services, RFG Advisory, Four Seasons Wealth Management, and LPL Financial. He is also a licensed independent insurance agent. The Worley Banks Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, as well as investment consulting to broker-dealer customers. The firm manages approximately $165 million across several hundred accounts and employs third-party model portfolios and research to guide its investment decisions.

Holden Clendaniel is a financial advisor at 360 Ira with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Inc. from 2019 to 2023. Clendaniel also dedicates part of his time to insurance sales and services in St. Charles, MO. 360 Ira is a fee-based financial planning and investment management firm serving individual clients through discretionary asset management, written financial plans, and educational seminars. The firm uses fundamental and technical analysis, periodic account reviews, and third-party managers as part of its investment approach.

Casey Hunt is a CFP® certificant with 28 years of industry experience, affiliated with St. Louis Financial Planners Inc. He has been with St. Louis Financial Planners Asset Management LLC and St. Louis Financial Planners, Inc. since 1997. Hunt is also a partial owner of both entities and assists clients with registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides financial planning and advisory services to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis, individual equities, and exchange-traded funds.

Michael Holtz is a CFP® professional at Toberman Becker Wealth, LLC with approximately five years of experience in financial advisory roles. His prior experience includes positions at Matter Family Office and Mariner Wealth Advisors. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily for individuals age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based investment approach focused on passive, low-cost index funds and ETFs, with some selective active management, and offers financial plans at no additional fee.

Eric Steiner is a CFP® with 32 years of industry experience and is currently with Trinity Wealth Advisors LLC in St. Louis, MO. He has been with the Trinity organization since 2001 through its various entities. Steiner has an inactive role receiving residuals from selling annuities in the past. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, and provides retirement plan consulting for businesses. The firm uses a goals-oriented wealth management process that integrates lifestyle and legacy objectives with investment advice and typically implements portfolios through outside institutional managers under its oversight.

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

Logan Eckhardt is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. He has been with Your Wealth Matters LLC since 2017 and is also affiliated with Your Estate Matters, L.L.C. since 2013. Your Wealth Matters LLC primarily serves individual and high-net-worth clients, as well as charitable organizations, providing portfolio management through referrals to turnkey asset management programs and third-party advisers, alongside comprehensive financial planning services. The firm’s investment approach is based on modern portfolio theory and long-term trading, with an emphasis on manager due diligence and portfolio reviews, generally operating in a non-discretionary capacity and utilizing co-advisor arrangements for discretionary management.

Sean Duncan is a financial advisor with Duncan Financial Management, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Wells Fargo Clearing and TD Ameritrade prior to joining Duncan Financial Management. Duncan Financial Management serves individuals, trusts, estates, business entities, and company retirement plans with discretionary investment management and comprehensive financial planning. The firm manages approximately $25.4 million in discretionary assets and offers customized retirement planning, asset allocation across various securities, and educational resources such as newsletters and seminars.

Derrick Frost is a financial advisor at Profusion Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Investment Group, Inc. from 2014 to 2016. Frost is a member of Profusion Private Asset Fund, LLC and Profusion Laclede Condos, LLC. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm uses technical analysis and a variety of trading strategies while managing both discretionary and non-discretionary accounts, and it sponsors and advises pooled investment vehicles.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.

Gregory Drozda is a financial advisor at Profusion Financial with 11 years of industry experience. He holds a Series 65 designation and previously worked for Equis Group LLC for 18 years. Outside of advising, he consults on strategy and business development for a local St. Louis coffee company. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm employs technical analysis and a variety of trading strategies, managing both discretionary and non-discretionary portfolios while also sponsoring private pooled investment vehicles.

Zachary Thomas is a financial advisor at Vista Finance, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vista Finance, he worked at MassMutual NorthWest and spent several years employed at Chick-fil-A. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, using a fiduciary, client-driven process that incorporates both qualitative and quantitative analysis across a broad range of asset classes.

Colby Sherman is a financial advisor with Archford Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fidelity Investments, Allstate Insurance Co, and Columbia Management Investment Distributors Inc, along with eight years of service in the Army National Guard. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a range of investment vehicles and provides specialized services such as charitable giving programs and trustee-related support.

Dossie Jennings is a financial advisor with Compass Wealth in St. Louis, MO, holding Series 65, Series 66, and Series 63 licenses and one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC, New York Life Insurance Company, Shiny Nickels & Dimes, Edward Jones, and BJC Healthcare. Compass Retirement Group, LLC, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models and third-party managers to manage portfolios on a discretionary basis.

John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.