Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

Fetzer Crockett is a financial advisor with 17 years of industry experience, currently practicing at 4-C Personal Wealth Management Consultants, LLC in St. Louis, MO. He holds the Series 66 designation and has worked at 4-C Wealth Management Consultants and National Planning Corporation since 2009, as well as Crockett And Company, Inc. since 1995. Outside of advisory work, he provides guidance on social security benefits planning and educational workshops through Insurance Authorities LLC and offers college assistance planning via College Tuition Solutions, LLC. 4-C Personal Wealth Management Consultants provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm manages approximately $109 million in client assets and employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios.

Michael Clark is a CFP® with 19 years of industry experience. He has worked at Clark Wealth Partners, LLC since 2016 and previously spent six years at Visionary Wealth Advisors. Clark is also licensed as an independent insurance agent, an activity to which he devotes less than one hour per month. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, with portfolios tailored to clients’ risk tolerances and objectives using a range of investment vehicles and model portfolios.

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.

Mark Schweiss is a financial advisor at Modern Dollar Planning, LLC in St. Louis, MO, with 26 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and joined Modern Dollar Planning in 2017 after a brief tenure at HighTower Securities, LLC. Outside of his advisory role, Schweiss is a managing partner at At Last, 2016 LLC, a real estate investment company. Modern Dollar Planning provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost exchange-traded funds and occasional fixed-income or individual securities tailored to client goals.

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked with New York Life and its affiliated companies from 2015 to 2025. Outside of his advisory role, he is also an independent insurance agent. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, providing discretionary portfolio management and financial planning tailored to individual risk tolerances and objectives.

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Jacob Mc Kinney is a Series 65-licensed advisor with Clark Wealth Partners, LLC, bringing two years of industry experience. Before joining Clark Wealth Partners in 2024, he worked at Armstrong Teasdale LLP and PwC. He also served six years in the Air Force National Guard. Clark Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $260 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses, tailoring portfolios to clients’ risk tolerances using mutual funds, ETFs, equities, and model portfolios.

James Nash III is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Clark Wealth Partners, LLC and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2026. Clark Wealth Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, tailoring portfolios to individual risk tolerances and objectives using mutual funds, ETFs, individual equities, and internally designed model portfolios.

Jacob Gall is a financial advisor at Modern Dollar Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Collop Capital and Laure Financial. Outside of advisory roles, Gall has been involved with Stratman Sports since 2018. Modern Dollar Planning, LLC provides financial planning and discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified, low-cost portfolios tailored to client objectives and risk tolerance.

Wayne Botz is a financial advisor at LCI Advisors with 30 years of industry experience. He has been with LCI Advisors since 2008 and holds Series 63 and Series 65 licenses. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process supplemented by distinct strategies including a focused growth sleeve and a discovery portfolio that combines value and technical analysis.

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

Richard Wimmer Jr. is a financial advisor at Meredith Wealth Planning with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked at firms including Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a continuous discretionary basis with periodic reviews.

Scott Humphrey is a financial advisor with Holistic Finance LLC in St. Louis, MO, holding the Series 63 and Series 66 designations and two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. Humphrey is also involved in licensed insurance sales and services as part of his role at Holistic Finance. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and ERISA 3(21) retirement plan advisory services. The firm’s investment approach incorporates fundamental analysis and client-specific objectives, offering a range of strategies from long-term holdings to trading and private placements, combined with integrated financial planning and portfolio monitoring.

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2016. He holds the Series 65 designation and works from O'Fallon, Illinois. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $457.8 million for a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of actively managed and passive funds guided by fundamental and technical analysis with a long-term, dollar-cost-averaging approach.

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

Christopher Bettonville is a financial advisor at Claris Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 11 years of industry experience. He has been with Claris Advisors since 2015. Claris Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and qualified plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using diversified, no-load mutual funds and model portfolios.

Tess Butler is a financial advisor at Severin Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Severin Investments in two periods, from 2016 to 2019 and from 2022 to the present. Between these tenures, she was employed at Washington University School of Law for three years. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios, retirement advisory, 401(k) consulting, financial planning, estate-planning support, and a wrap-fee program tailored to its clients.

Ryan Haynes is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Archford in 2023, he participated in a work-study program at McKendree University and worked at Papa John's. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using a variety of vehicles, including independent managers, mutual funds, ETFs, and privately placed investments for qualified clients.