Craig Toberman is a Partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses. Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews. Craig lives in the greater St. Louis area with his wife, Ally and sons, Hank and Dean. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.

David Apted is a financial advisor with Bristol Financial LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He joined Bristol Financial in 2018 after working at Forest Securities Inc. Apted is the managing member of David M. Apted, LLC, an RIA applicant in Missouri, and is also a licensed insurance agent who occasionally offers insurance products to clients. Bristol Financial LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm operates primarily on a non-discretionary basis, manages $84 million in assets, and employs a mix of investment strategies including long-term equity positions, short sales, and options.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of advisory work, he is also involved in insurance sales through the Chamberlin Group. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm’s investment process is based on Modern Portfolio Theory and incorporates diversified ETFs, mutual funds, fixed index annuities, private fund investments, and model portfolios.

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 based in St. Louis, MO, with five years of industry experience. She has worked at Mindful Wealth and its predecessor entities since 2022, as well as White Lighthouse Investment Management Inc, Taxfix, GmbH, and Intuit. Outside of her advisory role, she produces educational content 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 financial planning services, emphasizing a primarily passive investment approach using diversified portfolios of index funds and ETFs. The firm is noted for its focus on cross-border and international planning, supporting globally mobile clients through a concentrated, planner-driven service model.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 13 years of industry experience. He holds the 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 and manages a sales team, and he also conducts insurance sales for various companies. W. Swartz & Co., LLC provides discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and business entities. The firm uses fundamental analysis and a long-term purchase orientation in its investment decisions, customizing accounts based on client restrictions and offering regular reviews and market update communications.

Jacob Potter is a financial advisor at SFC Financial LLC with four years of industry experience. He holds a Series 65 designation and has served as a shareholder and director of tax at the CPA firm Swink Coplen & Company PC since 1999. SFC Financial LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers individualized portfolio supervision on a non-discretionary basis, combining fundamental and technical analysis with asset allocation strategies.

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 six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2019 to 2023. Clendaniel is also involved in insurance sales and services. 360 IRA is a fee-based financial planning and investment management firm serving individual clients through discretionary asset management, financial plans, and educational seminars. The firm uses fundamental and technical analysis and often works with third-party managers while offering public workshops and insurance products.

Casey Hunt is a CFP® professional with 29 years of experience, currently serving at St. Louis Financial Planners Inc. since 1997. He holds ownership interests in both St. Louis Financial Planners Inc. and its affiliated asset management firm. St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes detailed written financial plans and ongoing account monitoring, with portfolio strategies that utilize 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.

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 nine years of industry experience. He has been with Your Wealth Matters LLC since 2017 and has operated Your Estate Matters, L.L.C. since 2013. Your Wealth Matters LLC 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, along with comprehensive financial planning services. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing manager due diligence and portfolio reviews to ensure alignment with client objectives.

Sean Duncan is a financial advisor at Duncan Financial Management, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Wells Fargo Clearing and TD Ameritrade prior to joining Duncan Financial Management. Duncan Financial Management serves individuals, trusts and estates, business entities, and company retirement plans by providing discretionary investment management and comprehensive financial planning services. The firm manages about $25.4 million in assets and offers customized retirement planning, ongoing asset supervision, and educational seminars.

Derrick Frost is a financial advisor at Profusion Private Wealth in St. Louis, MO, with 16 years of industry experience. He holds a Series 66 designation and has worked at Profusion Financial, Inc. since 2013 after roles at Wells Fargo Clearing and Fulcrum Advisory Services. He is a member of Profusion Private Asset Fund, LLC. Profusion Private Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and manages pooled investment vehicles. The firm offers an integrated family-office suite covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt oversight, with investment strategies that include both long- and short-term approaches and the use of derivatives and leveraged strategies.

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, he is involved in managing several real estate ventures. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach and utilizes diversified asset classes, including ETFs, mutual funds, and private fund investments.

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.

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 at Compass Wealth in St. Louis, MO, holding Series 65, 66, and 63 licenses with one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC and New York Life Insurance Company, with earlier roles at Edward Jones and BJC Healthcare. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and incorporates independent model managers and options overlays as part of its investment process.