Matthew Renaud Sr. is a financial advisor at Renaud & Company, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaud & Company since 1999. Renaud & Company, L.L.C. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning services to individuals and small businesses. The firm manages approximately $210.7 million in assets, using an actively managed approach based on client objectives and risk tolerances, with investments across equities, municipal and government securities, and mutual funds.

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.

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.

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.

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.

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.

Theodore Esser is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company Brokerage, having worked previously at Edward Jones. B & B Financial Planning Co., Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and family businesses, managing approximately $102 million for around 117 households. The firm serves both high-net-worth and non-HNW clients, using a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, including the use of derivatives in separately managed accounts for risk management.

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.

Jason Haldiman is a financial advisor with B & B Financial Planning Co., Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. Prior to joining B & B, he worked at Cutter & Company, Inc. since 1995. Outside of advisory work, he also sells Medicare insurance and fixed insurance products on a limited basis. B & B Financial Planning Co., Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and related entities. The firm uses tailored portfolios combining passive index and ETF exposure with selected active funds, dividend stocks, and municipal bonds, typically managing accounts on a discretionary basis with periodic reviews.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

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 with MarketRiders, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Clearing Services, and Scottrade, Inc. He is part of a five-advisor team at MarketRiders. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription online platform and a managed account service. The firm uses proprietary algorithms based on modern portfolio theory to build and manage ETF portfolios, combining a subscription model with a wrap-fee program and emphasizing mostly non-discretionary asset management.

Joseph Anderson is a financial advisor with Forest Park Capital LLC, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Integrity Advisory Solutions, Correct Capital Wealth Management, and Severin Investments LLC. He is also an independent licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, utilizing a combination of fundamental, quantitative, and technical analysis. The firm employs long-term trading strategies, may incorporate options, and offers tailored written Investment Policy Statements without account minimums.

Kristopher Wallace is a financial advisor at MarketRiders with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. Wallace is involved with the St Louis Investment Club, an investment club with mostly passive participation. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription platform offering portfolio construction tools and recommendations, as well as a managed account service via a wrap-fee program. The firm employs ETF-based portfolio management grounded in modern portfolio theory, utilizing proprietary algorithms reviewed by portfolio managers before execution.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Management Advisors in 2020, she worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she participates actively in local community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to deliver primarily non-discretionary advice, combining fundamental and technical analysis across a range of investment strategies.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.