Jeffrey Duncan is a financial advisor with Duncan Financial Management, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Duncan Financial Management since 2009. Outside of his advisory role, he is an independent insurance agent. Duncan Financial Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a fiduciary, client-education-focused approach, offering customized retirement roadmaps and diversified portfolio management that includes equities, fixed income, mutual funds, ETFs, and limited options strategies.

Christopher Sandifer is a financial advisor at Your Wealth Matters LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Stifel Nicolaus and Hollingshead & Dudley. In addition to his advisory role, Sandifer is an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. 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 alongside comprehensive financial planning services. The firm’s investment approach is based on modern portfolio theory and long-term trading, with a focus on manager due diligence and aligning portfolios to client risk tolerance.

Robert Hynes Jr. is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc., and is the owner of Robert E. Hynes & Associates, which provides insurance products including life, health, and annuities. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors. The firm offers financial planning, portfolio management, and access to third-party money managers, focusing on a defensive, principal-protection investment approach with an emphasis on diversification and limited trading.

Tennessee Ervin is a financial advisor with Skrobonja Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Skrobonja Financial, Tennessee worked in educational roles at Southwest Baptist University and the Jefferson R-7 School District. Skrobonja Wealth Management primarily serves individual clients, offering discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analyses, as well as duration management for fixed income, to manage portfolios that include stocks, bonds, ETFs, and mutual funds.

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.

Tyler Skrobonja is an investment advisor representative with Skrobonja Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Madison Avenue Securities and Kalos Capital and serves as a college pastor and guitar instructor at First Baptist Church of Arnold. Skrobonja Wealth Management serves primarily individual clients and offers discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and quantitative analyses with regular portfolio monitoring and rebalancing, and it also utilizes sub-advisory relationships and platform-specific implementations.

Zachary Wagganer is a financial advisor with Fortify Wealth, Inc. in St. Louis, MO. He holds a Series 65 designation and has 13 years of industry experience. Prior to joining Fortify Wealth in 2018, he worked at Mosaic Family Wealth, LLC. Outside of his advisory role, he owns a hunting craft business called Preacher's Kid. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology for portfolio construction, offers fiduciary ERISA plan services, and conducts educational seminars and workshops.

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.

Kenneth Coplen is a financial advisor at SFC Financial LLC in St. Louis, MO, with 26 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is the owner and secretary of Swink, Fiehler & Company, P.C., a tax accounting and consulting firm he has been involved with since 1989. SFC Financial, LLC offers investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides individualized portfolio supervision on a non-discretionary basis, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services.

Anthony Maheu is a Series 65-licensed financial advisor with 11 years of industry experience, currently at Guardian Investment Management, LLC in St. Louis, MO. He has held roles at several related entities including Guardian Estate, LLC and Guardian Family Home Care, LLC. Maheu is also involved with Guardian Wealth Management, LLC, where he serves as Managing Member and Insurance Broker. Guardian Investment Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and cash/treasury management. The firm customizes investment programs based on client goals and risk tolerance, using fundamental and technical analysis along with third-party platforms, and provides discretionary oversight of variable and fixed index annuities.

Timothy Brennan is a financial advisor with Hynes Advisory Group LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Flexible Plan Investments and Ceros Financial Services, Inc. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, offering financial planning, portfolio management, and third-party money manager selection and monitoring. The firm employs a defensive, principal-protection investment approach focused on diversification, limited trading, and the use of cash or principal-protected positions, complemented by educational seminars, newsletters, and an affiliated tax planning and preparation service.

John McKinley is a CFP® professional with over 21 years of experience in the financial services industry. He has worked at Fortify Wealth, Inc. since 2018 and previously held roles at Kestra Advisory Services, LLC, Kestra Investment Services, Inc., and Financial Resources of St. Louis. He also serves as vice-president of McKinley Financial Resources, Inc., where he advises clients on insurance needs and coverage options. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm offers discretionary asset management, financial planning, fiduciary ERISA plan services, and conducts educational seminars, using a proprietary research methodology to build portfolios with disciplined rebalancing and manager due diligence.

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.

Walter Klein IV is an advisor with SFC Financial LLC, holding a Series 65 credential and one year of industry experience. He also works as a staff accountant at Swink Coplen & Company, preparing tax returns and projections. 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 and comprehensive financial planning, utilizing fundamental and technical analysis as well as asset allocation strategies.

Jacquelynn Capriano is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation with 10 years of industry experience. She is also a partner and practicing lawyer at Your Estate Matters LLC, an estate planning and elder law firm. Your Wealth Matters LLC primarily 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 alongside comprehensive financial planning services. The firm employs a long-term, modern portfolio theory-based investment approach and operates mainly in a non-discretionary capacity, coordinating with co-advisors for discretionary management.

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.

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.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.