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.

Kendall Young is a CFP® professional with 20 years of industry experience, currently serving at Cauble & Harre Wealth Management, Inc. since 2019. Prior to this, he worked at Matter Family Office for 21 years. Since 2016, Kendall has served as the volunteer Board Chairman of the Financial Planning Association. Cauble & Harre Wealth Management, Inc. is a fee-only firm providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions. The firm uses customized portfolios built from individual securities, mutual funds, and ETFs based on model asset allocations, managing approximately $300 million across about 100 client relationships.

Todd Freund is a Series 65-licensed financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, Missouri, where he has worked since 1997. He has 21 years of industry experience and also maintains a general law practice as an attorney. Freund & Co. Investment Advisors provides financial advisory and portfolio management services to individuals and both for-profit and not-for-profit entities, along with retirement plan consulting for plan sponsors. The firm emphasizes asset allocation, diversification, and modern portfolio theory, integrating economic and tax considerations into portfolio design.

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.

Daniel Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Marketocracy Masters Capital Management since 2021. Wieman also has a background in the reinsurance industry, having worked at RGA Reinsurance Company since 2011. Marketocracy Masters Capital Management is an internet-based registered investment adviser that provides algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios, requiring custodial accounts at Interactive Brokers.

Patricia Conway is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. She has been with Conway Financial Group, LLC since 2005. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm employs a fundamental and cyclical analysis approach to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, offering comprehensive planning and ongoing portfolio management through a flat, periodic advisory fee structure.

Elizabeth Cauble is a CFP® with 18 years of industry experience, currently serving as an advisor at Cauble & Harre Wealth Management, Inc., where she has worked since 2007. She holds the Series 66 designation and is based in St. Louis, MO. Cauble & Harre Wealth Management is a fee-only firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm uses model asset allocations combining index funds, actively managed funds, ETFs, and select individual securities, and emphasizes continuous account monitoring with formal quarterly reviews.

John Schweizer is a financial advisor with LCI Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is also the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser serving primarily individuals, trusts, and qualified plans, offering both discretionary and non-discretionary portfolio management with a disciplined, value-based investment approach supplemented by growth-oriented strategies.

Bethany Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with two years of industry experience. She holds a Series 65 designation and has worked exclusively at Marketocracy Masters Capital Management since 2023. Outside of advising, she is a freelance writer. Marketocracy Masters Capital Management is an internet-based registered investment adviser that offers algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios developed by its Masters and Investment Committee.

Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.

Peter Harre is a CFA® charterholder with 18 years of industry experience. He has been with Cauble & Harre Wealth Management, Inc. since 2007. The firm is a fee-only wealth management team based in St. Louis, serving individuals, high-net-worth clients, and various institutional entities. Cauble & Harre Wealth Management provides discretionary portfolio management and financial planning, using model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities, with a focus on continuous monitoring and quarterly formal reviews.

Dylan Camp is a CFP® professional with six years of industry experience, currently advising at Conway Financial Group, LLC since 2019. Prior to joining Conway Financial Group, he worked at Prosperity Planning, Inc. and has experience outside the financial industry with the Newton YMCA. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm emphasizes fundamental and cyclical analysis to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, using a fee model based on flat periodic advisory fees rather than percentage-of-assets billing.

Yi Ling Chen is an investment adviser representative at MarketRiders with three years of industry experience. Prior to joining MarketRiders, Chen held academic roles at National Sun Yat-sen University and University of Missouri - St. Louis, and has been involved with SogoTrade, Inc. since 2017. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory service. The firm’s investment approach utilizes modern portfolio theory and algorithm-driven portfolio construction using ETFs, offering both discretionary managed accounts and non-discretionary subscription and advice-only arrangements.

Matthew Jarrell is a CFP® with 16 years of experience in financial planning and advisory services. He is affiliated with St. Louis Financial Planners Inc. and has worked with the firm and its affiliated asset management company since 2013. Jarrell is also licensed to sell life and long-term care insurance. St. Louis Financial Planners, Inc. offers 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 written, step-by-step financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis and individual equities and ETFs.

William Freund is a financial advisor at Freund & Co Investment Advisors, L.C. with over 50 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Outside of his advisory work, he also operates as an independent insurance agent. Freund & Co. Investment Advisors provides financial planning, portfolio design, and ongoing monitoring for individuals and both for-profit and nonprofit entities. The firm serves a small client base with a focus on non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and offers retirement plan consulting including ERISA fiduciary services.

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.

Robert Rafael is a financial advisor with MRM Group in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with MRM Asset Allocation Group, Inc. since 1988. MRM Group primarily serves individual investors — including high-net-worth individuals, IRAs, trusts, estates, charitable organizations, and business entities — through discretionary asset management and sub-advisory arrangements. The firm utilizes a quantitative, rules-based investment approach across three strategies focused on U.S. equities, ETFs, and mutual funds, and manages model portfolios for third-party platforms and a Morgan Stanley IMS wrap-fee program.

Terry Bommer is a financial advisor at Fiduciary Tactical Strategies, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fiduciary Tactical Strategies since 1992, as well as Cutter & Company, Inc. from 1992 to 2015. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, family businesses, and charitable organizations. The firm uses a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily employing no-load index mutual funds and ETFs, and offers discretionary portfolio management along with referrals to independent money managers when specialist strategies are appropriate.

Wyatt Swartz is a financial advisor with W. Swartz & Co., LLC, holding a Series 66 designation and 14 years of industry experience. He has been with W. Swartz & Co., LLC since 2015. W. Swartz & Co., LLC provides discretionary and non-discretionary portfolio management, investment counseling, and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $38.8 million in client assets and bases investment decisions on fundamental analysis and long-term purchase strategies.

Richard Connor is a financial advisor at MarketRiders with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Wells Fargo Clearing Services, and Scottrade. He also supervises investment adviser representatives at MarketRiders, an affiliate of SogoTrade. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory wrap-fee program. The firm employs an investment approach based on modern portfolio theory and algorithm-driven ETF portfolio construction, offering both discretionary and non-discretionary management options.