Timothy Hunt is a Certified Financial Planner® with 37 years of industry experience. He has been with St. Louis Financial Planners, Inc. since 1980 and St. Louis Financial Planners Asset Management since 1996. Outside of his advisory role, he is a part owner of both firms and occasionally notarizes investment-related documents for clients, as well as assists with re-registering investments into living trusts. St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individuals 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, using technical analysis with individual equities and ETFs, and refers portfolio management to its affiliated registered adviser.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Namtaf Advisors, LLC, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment management with index mutual funds and ETFs, and monitoring accounts quarterly.

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.

Dana Rice is a financial advisor at Forest Park Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Forest Park Capital, Rice worked at Financial Legacy Associates and has been involved in financial coaching through Elevate Financial Coaching, LLC since 2023. Additionally, Rice has a background in dental hygiene, working at Excellence in Dentistry since 2017. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, using a combination of fundamental and quantitative analysis, technical charting, and modern portfolio theory to manage diversified portfolios. The firm offers customized Investment Policy Statements and employs a long-term trading approach that may include options 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.

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.

James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has prior experience at Krilogy Financial, Moneta Group, Swiss Re, Tradebot Systems, and the University of Missouri Kansas City. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with index funds and ETFs, and manages accounts with a focus on maintaining target allocations through periodic rebalancing.

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.

John Rhodes is a CFP® professional with five years of industry experience. He is currently with Belmont Private Wealth and previously worked with Krilogy Financial and Moneta Group Investment Advisors. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm focuses on asset allocation and Modern Portfolio Theory, favoring passive investment strategies using index mutual funds and ETFs.

Nicole Graul is a Series 65-licensed financial advisor with Thousand Wealth Management in Chesterfield, MO, with seven years of industry experience. She is also a CPA and Partner at Thousand CPA Services, where she devotes the majority of her time. Graul has been with Thousand Wealth Management since 2018 and has been involved with Thousand CPA Services since 2009. Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and oversight of held-away accounts to individuals, trusts, small businesses, and pension plans. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while offering both stand-alone planning and ongoing portfolio management.

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 with MarketRiders and holds a Series 66 designation. She has three years of industry experience and previously held academic positions at National Sun Yat-sen University and the University of Missouri - St. Louis. MarketRiders provides managed account services and a subscription-based platform to individuals, high-net-worth clients, small business owners, and institutional users. The firm employs proprietary algorithms based on modern portfolio theory for ETF allocation and rebalancing, with human oversight of trades.

Zachary Bradford is a CFP® professional with seven years of experience in the financial advisory industry. He is currently the sole advisor at Tenet Retirement Services LLC, where he has worked since 2022. His prior experience includes roles at Creative Planning, LLC, Paradigm Financial Advisors, LLC, and Northwestern Mutual, among others. Tenet Retirement Services provides advisory services to individual and high-net-worth clients, focusing on portfolio management and financial planning tailored to retirement and personal goals. The firm employs a modern portfolio theory-based investment approach, utilizing ETF-based portfolios alongside other instruments for diversification, and offers both discretionary and non-discretionary management.

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of his advisory role, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios and offers tailored Investment Policy Statements without account minimums.

Matthew Ott is a financial advisor with Thousand Wealth Management and holds a Series 65 designation. He has seven years of industry experience and previously worked at Martz and Wilson LLP for 13 years. Ott is also a CPA and partner at Thousand CPA Services, where he provides accounting and tax preparation services. Thousand Wealth Management offers financial planning, discretionary investment management, retirement plan consulting, and investment oversight to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while providing discretionary management where authorized.

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 with Freund & Co Investment Advisors, L.C. in St. Louis, MO, holding Series 65 and Series 63 licenses and over 50 years of industry experience. He has worked at Cambridge Investment Research since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Additionally, he has been an independent insurance agent since 1972. Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design, and ongoing portfolio monitoring for individuals and for-profit and not-for-profit entities. The firm typically offers non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and also provides retirement-plan investment consulting and fiduciary services.

Terry Bommer is a financial advisor with Fiduciary Tactical Strategies, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fiduciary Tactical Strategies and Cutter & Company since 1992. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a dynamic asset allocation approach with a market-timing overlay using no-load index mutual funds and ETFs, managing client accounts on a discretionary basis and occasionally referring clients to independent third-party managers.