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.

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

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.

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.

Brendan Freeman is a financial advisor at Cauble & Harre Wealth Management, Inc. in St. Louis, MO, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at First Business Bank, Regions Bank, and Banc Of America Investment Services, Inc. Cauble & Harre Wealth Management, Inc. is a fee-only firm serving individuals, high-net-worth households, and select institutional clients through discretionary portfolio management and financial planning. The firm uses customized portfolios based on model asset allocations, blending indexed and active strategies, and manages approximately $300 million across about 100 client relationships.

Walter Obremski is a CFP®-designated financial advisor with 54 years of industry experience. He is currently associated with B & B Financial Planning Co., Inc. and has prior work experience spanning 35 years at Cutter & Company, Inc., followed by a position at Prospera Financial Services, Inc. Obremski is involved in investment clubs where he participates as a part-owner and broker on accounts. B & B Financial Planning Co., Inc. offers personal financial planning and investment management services to individuals, families, trusts, estates, and related entities. The firm creates customized portfolios through strategic asset allocation, combining passive index and ETF investments with selected active funds, dividend-paying stocks, and municipal bonds, and manages accounts typically on a discretionary basis with periodic reviews.

Timothy Hunt is a CFP® professional with 38 years of experience in financial planning and advisory services. He has been with St. Louis Financial Planners, Inc. since 1980 and St. Louis Financial Planners Asset Management since 1996. Hunt is a partial owner of both firms and occasionally assists clients by notarizing documents or helping re-register investments into living trusts. St. Louis Financial Planners, Inc. provides comprehensive financial planning and advisory services primarily to individual clients and plan sponsors, with a focus on retirement, tax, estate, and college planning as well as risk management. The firm emphasizes detailed, written financial plans and ongoing account monitoring, using technical analysis and primarily individual equities and ETFs in portfolio strategies.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, Matter Family Office, Merrill, and TIAA-CREF Trust Company. Belmont Private Wealth serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with periodic rebalancing to maintain target allocations.

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.

Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.

John Hofman is a financial advisor at Hofman Wealth Management with 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley Private Bank, and Merrill. Outside of his advisory work, he serves on the finance committee and as a board member for two homeowners associations in Missouri. Hofman Wealth Management provides wealth and investment management, financial planning, and access to third-party asset managers for individuals, high-net-worth investors, pension and profit-sharing plans, non-profits, and businesses. The firm employs tax-aware, risk-adjusted asset allocations using a combination of active and passive strategies and manages client portfolios primarily on a discretionary basis.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.

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.

Theodore Hellman is a financial advisor at Hofman Wealth Management with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years and Morgan Stanley for one year. Outside of his advisory role, he serves as Chair of the Woods Mill Center Redevelopment Association and provides strategic planning consulting to the Phi Kappa Theta Alumni Association. Hofman Wealth Management offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth investors, pension and profit-sharing plans, nonprofits, and businesses. The firm employs tax-aware, risk-adjusted asset allocation strategies using a combination of active and passive investments and provides discretionary portfolio management along with wrap-fee and third-party manager programs.

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.

Bogdan Niciu is a financial advisor with 10 years of industry experience, currently serving at 4-C Personal Wealth Management Consultants, LLC since 2015. He holds a Series 65 designation and is based in Creve Coeur, MO. 4-C Personal Wealth Management Consultants offers discretionary wealth management and financial planning services primarily to individuals, high net worth clients, trusts, and estates. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, and provides retirement plan advisory services under a 3(21) fiduciary model.