John Hawver is a financial advisor at Mark V Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley & Co. LLC and Broadway Technology. Mark V Capital Advisors LLC is an independent investment adviser based in Missouri that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients such as family offices and trusts. The firm uses a data-driven investment process combining quantitative and qualitative analysis and implements a unified model across client accounts with periodic reviews.

Eric Amundson is the managing director of Adaptive Wealth Management, LLC in Chesterfield, MO, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Concorde Investment Services, LLC since 2012. Outside of advisory work, he serves on the board of the St. Louis Chapter of the Fellowship of Christian Athletes and is involved in business consulting through Bridge Profit Solutions, LLC. Adaptive Wealth Management is a state-registered independent investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, businesses, charities, and pension plans. The firm employs an active, market-timing approach using trend-following technical analysis and neural-network-based intermarket indicators to guide daily trading decisions, tailoring investment programs to each client’s financial situation and risk tolerance.

Thipp Ratsaboutseua is a financial advisor at QuantumLeap Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with QuantumLeap Wealth Management since 2014. QuantumLeap Wealth Management provides investment supervisory services and individualized portfolio management to private individuals, including high-net-worth clients. The firm integrates derivatives and borrowing strategies into separately managed accounts and employs a combination of fundamental and technical analysis tailored to client objectives.

Curtis Sawyer is the sole advisor at Sawyer Capital Management in Wildwood, MO, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Sawyer Capital Management since 2007. Since 2010, he has also been associated with Webster University. Sawyer Capital Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and sponsors of pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and a passive, asset-class strategy using no-load mutual funds and ETFs, supported by written investment policy statements, Monte Carlo analysis, and periodic rebalancing. It offers a combination of individual wealth management and formal retirement-plan consulting services, including plan-level analysis and participant education.

Gregory Livingston is the sole advisor at Livingston & Associates, Ltd., an independent wealth management firm based in Wildwood, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Livingston has managed his firm since 2001. Livingston & Associates serves primarily individual clients, including some high-net-worth households, and a limited number of corporate retirement-plan clients. The firm emphasizes a passive-management approach with portfolio management, financial planning, insurance offerings, and occasional business consulting, and distinguishes itself by providing insurance brokerage services and strategic relationships for legal, accounting, and banking needs.

David Zaegel is a CFP® with 12 years of experience in financial advising, currently serving as the sole advisor at CWOs for Hire LLC in Saint Louis, MO. He has been with CWOs for Hire since 2016 and is also a minority owner and accountant at CPAs for Hire LLC, an accounting and tax firm, where he provides CFO services and tax return preparation. Additionally, he owns Fastball LLC, an investment education business he restarted in 2025. CWOs for Hire LLC offers personalized investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental, technical, cyclical, and charting analysis with both passive and active management strategies, and maintains a referral relationship with an affiliated accounting firm.

Susan Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2015 and has since completed her training as a financial advisor. Susan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Susan’s approach to financial planning focuses on helping clients navigate the complexities of their unique life priorities, which she identifies as family, finances, health, home, leisure, work, and giving. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, employee financial health, international wealth management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She earned a master’s degree from Washington University in Saint Louis, a bachelor’s degree from Beijing Technology and Business University, and an additional master’s degree from the University of Hertfordshire. Susan is fluent in Chinese and English. Service to the community is important to Susan. She has served as a consultant at the Light of Christ Lutheran Chinese Mission in St. Louis and is a member of both the Asian American Chamber of Commerce and the Asian Pacific American Advocates. Her volunteer work reflects her commitment to supporting the local Chinese community and other organizations. Outside of her professional work, Susan enjoys chess, cooking, gardening, hiking, and yoga.

Yosef Ferris is the principal advisor at Summer Fields Investments, LLC, an independent firm based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Summer Fields since its founding in 2014. Outside of financial advising, he is a musician and songwriter, involved with the band Abraxas Bridge, which produces independent music distributed through CDBaby. Summer Fields Investments provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of macroeconomic and microeconomic analysis with fundamental, cyclical, and technical security selection, generally favoring mid- and large-cap equities alongside fixed income, ETFs, REITs, and other instruments, and is notable for serving charitable organizations and employing limited margin in managed accounts.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. based in Weldon Spring, MO, with 23 years of industry experience and registrations including Series 63 and Series 65. He has been with Starkey & Associates since 1984. Outside of advising, he owns the musical group Ozark Mountain Boys, Inc. Starkey & Associates, Inc. is an independent registered investment adviser serving a small client base that includes individuals, pension plans, trusts, and business entities. The firm manages approximately $25 million in assets using a fundamental analysis approach with long- and short-term strategies and options, all on a non-discretionary basis.

Patrick Robert is a CFP® professional with two years of experience, currently serving as the sole advisor at Generational Wealth Specialists. He has been involved with PKR Investments, LLC since 2009 and owns J&P Deluxe Properties. PKR Investments, LLC is an independent advisory firm that provides financial planning and consulting for individual and high-net-worth clients, primarily through referrals to third-party managers. The firm develops tailored plans addressing cash flow, retirement, tax, and estate issues, and monitors recommended managers without exercising discretionary trading authority or custody of client assets.

Mark Milton is the sole advisor at Armory Oak Wealth LLC in Saint Louis, MO. He holds a Series 65 designation and has six years of experience in financial advising. In addition to his advisory role, Milton is the founder and managing attorney of MCM Law LLC, a law firm specializing in civil and criminal tax controversy, litigation, tax preparation and planning, and estate planning. He also serves on the Board of Directors for the Federal Bar Association St. Louis Chapter, is a Director and Treasurer of the nonprofit Greta Gives Hope, Inc., and a member of the Board of Governors for the Missouri Athletic Club. Armory Oak Wealth provides discretionary and non-discretionary investment management primarily to individuals, high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm employs a strategic asset allocation approach, using diversified, mutual fund-based portfolios tailored to clients’ goals, risk tolerance, liquidity needs, and time horizon, with investment advice implemented through an independent third-party manager.

Daryl Tegtmeier is a Certified Financial Planner® with 32 years of experience, currently serving as the sole advisor at Epoch Family Wealth since 2016. His prior experience includes roles at Panoptic Wealth Advocates and LPL Financial. He is also licensed to sell commissionable insurance products. Epoch Family Wealth provides investment advisory and financial planning services to high-net-worth individuals, charitable organizations, and corporate clients. The firm uses multiple analysis methods to tailor portfolios and generally favors ETFs, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final approval of transactions.

Stephanie Calderas is a financial advisor at PathFinder Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with MRM Asset Allocation Group, Inc. Outside of advising, Stephanie is an Enrolled Agent who prepares tax returns, a licensed life, health, and disability insurance agent, and a licensed real estate agent in Missouri. PathFinder Financial Services provides discretionary and nondiscretionary investment management and advisory services to individuals and pension and profit-sharing plans. The firm emphasizes long-term, fundamentally driven portfolio construction and uses third-party managers and models, including a sub-advisory model managed by Congress Wealth Management, while conducting ongoing oversight and annual reviews.

Jeffrey Risley is a CFP® professional with 24 years of industry experience. He has been the principal advisor at Risley Capital Management LLC since 2011. The firm is an independent SEC-registered investment adviser managing approximately $163 million in assets, serving individual clients including high-net-worth households as well as state and municipal government entities. Risley Capital Management offers personalized investment policies and utilizes a combination of fundamental analysis, technical methods, and asset allocation across various securities, providing discretionary and non-discretionary portfolio management alongside consulting and tax-preparation services.

Brady Ritchey is an independent financial advisor at Roth Investment Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and teaches finance courses as an adjunct professor at Webster University and St. Louis University. Ritchey also contributes written content to the investment website Seeking Alpha. Roth Investment Management is a single-advisor firm providing discretionary asset management and investment consulting to individuals, trusts, retirement plans, and other legal entities. The firm employs a bottom-up, research-driven, value-oriented investment approach, often maintaining concentrated portfolios and utilizing margin, options strategies, and quantitative tools to support portfolio management.

Michael Carroll is the principal of Carroll Wealth Management Inc., an independent registered investment adviser based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of experience in the financial industry. Carroll has led his own firm since 2009. He maintains a licensed insurance agent designation, though he does not actively use it. Carroll Wealth Management Inc. offers discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements, employs a variety of analytical methods, and manages all accounts in-house, utilizing a broad range of investment strategies and asset types.

Misook Yu is a CERTIFIED FINANCIAL PLANNER™ with 11 years of industry experience. She is the principal of Yu Financial Advice, LLC and previously worked at Edward Jones. In addition to her advisory work, she is involved in book publishing and delivers educational seminars and online classes on basic financial topics through YU & Money LLC. Yu Financial Advice, LLC provides financial planning and consulting services to individual clients, focusing on written comprehensive plans that address cash flow, retirement, insurance, tax, estate, and college savings strategies. The firm emphasizes client education and uses a suitability questionnaire to tailor plans, with investment recommendations centered on passive, low-cost index funds and ETFs.

John Zata is an advisor at Simplexus Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones and Correct Capital Wealth Management. Simplexus Wealth Management provides comprehensive financial planning and portfolio management to individual and high-net-worth clients through a monthly membership model. The firm employs a multi-method investment approach within a strategic asset allocation framework and offers both discretionary and non-discretionary portfolio management services in conjunction with its planning membership.

Brian Bingham is the owner of Elite Investment Advisors, LLC in Manchester, MO, holding a Series 65 registration with 25 years of industry experience. He founded Investor Education Network, LLC, where he creates and delivers market education courses. Since 2010, he has volunteered as a leader and board member with the American Association of Individual Investors, focusing on stock selection strategies, and he also leads Investor's Business Daily Meetup Groups to educate individual investors. Elite Investment Advisors is an independent, state-registered firm managing discretionary accounts primarily for individuals, IRAs, trusts, and businesses. The firm employs a trading-oriented approach with concentrated portfolios, using a combination of fundamental growth-stock selection, technical analysis, market timing, and short-term trading.

Aaron Keener Smith is a financial advisor at Tiburon Capital Advisors LLC with one year of industry experience. He holds a Series 65 designation. His prior work history includes roles at Stl Weightloss and FXPM. Tiburon Capital Advisors provides discretionary and non-discretionary investment management and investment policy development primarily for accredited and high-net-worth individuals and small businesses. The firm employs a combined tactical and strategic investment approach using model allocations and bespoke recommendations across a range of instruments, including ETFs, options, and alternative investments.