Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

Stephen Erken is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Maxele Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses. Maxele Advisors provides comprehensive and modular financial planning and discretionary wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and a combination of fundamental and technical analysis to manage investments according to clients’ risk tolerance and time horizon, maintaining ongoing oversight with at least quarterly reviews.

Scott Humphrey is a financial advisor with Holistic Finance LLC in St. Louis, MO, holding the Series 63 and Series 66 designations and two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. Humphrey is also involved in licensed insurance sales and services as part of his role at Holistic Finance. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and ERISA 3(21) retirement plan advisory services. The firm’s investment approach incorporates fundamental analysis and client-specific objectives, offering a range of strategies from long-term holdings to trading and private placements, combined with integrated financial planning and portfolio monitoring.

Michael Brady is a financial advisor with Brady Family Wealth, LLC in Saint Louis, MO, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, previously working at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2023. Outside of his advisory role, he serves on a high school advancement committee focused on fundraising and school promotion. Brady Family Wealth serves individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary portfolio management with tax-aware, risk-adjusted asset allocations, combining active and passive strategies across various asset classes.

Mindful Wealth is an independent financial planning and investment advisory firm dedicated to helping individuals and families navigate financial complexity with clarity, confidence, and intention. We believe that financial planning is not simply about managing money; it is about helping people live meaningful lives aligned with their values, goals, and evolving circumstances. Money touches every aspect of life: career decisions, family relationships, health, geography, opportunity, and legacy. Yet traditional financial advice often focuses narrowly on investments or isolated transactions. At Mindful Wealth, we take a different approach. We view financial planning as an integrated, ongoing process that connects every financial decision to the broader story of a person’s life. Our work begins not with markets or products, but with people. We partner with clients during moments of transition, growth, uncertainty, and reinvention to help them make thoughtful financial decisions in an increasingly complex world.

Craig Toberman is a Partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses. Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews. Craig lives in the greater St. Louis area with his wife, Ally and sons, Hank and Dean. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.

Arielle Tucker is a CFP® professional with five years of industry experience, currently serving as an advisor at Mindful Wealth. Her background includes roles at Connected Financial Planning, White Lighthouse Investment Management, Taxfix, and Intuit. In addition to her advisory work, she produces educational podcast and video content focused on cross-border financial topics and provides tax preparation and consulting services as an Enrolled Agent. Mindful Wealth serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning services. The firm emphasizes a primarily passive investment approach using diversified portfolios of index funds and ETFs, and has specialized expertise in cross-border and international financial planning.

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2016. He holds the Series 65 designation and works from O'Fallon, Illinois. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $457.8 million for a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of actively managed and passive funds guided by fundamental and technical analysis with a long-term, dollar-cost-averaging approach.

Michael Holtz is a CFP® professional at Toberman Becker Wealth, LLC with approximately five years of experience in financial advisory roles. His prior experience includes positions at Matter Family Office and Mariner Wealth Advisors. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily for individuals age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based investment approach focused on passive, low-cost index funds and ETFs, with some selective active management, and offers financial plans at no additional fee.

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

Alexander Hoover is a financial advisor at Precision Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, and Legends Financial Services Group. Precision Wealth Strategies, LLC provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm uses a “Life-Timing Allocation” investment approach to align asset allocation with clients’ cash-flow needs and risk tolerance, offering both discretionary and non-discretionary management along with specialized retirement plan consulting.

John Linton is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Mosaic Family Wealth Partners and Moneta Group Investment Advisors. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and other advisory services. The firm employs a customized, primarily long-term fiduciary approach that incorporates fundamental analysis and may involve tactical reallocations, option strategies, or hedging.

Christopher Bettonville is a financial advisor at Claris Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 11 years of industry experience. He has been with Claris Advisors since 2015. Claris Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and qualified plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using diversified, no-load mutual funds and model portfolios.

Tess Butler is a financial advisor at Severin Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Severin Investments in two periods, from 2016 to 2019 and from 2022 to the present. Between these tenures, she was employed at Washington University School of Law for three years. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios, retirement advisory, 401(k) consulting, financial planning, estate-planning support, and a wrap-fee program tailored to its clients.

Michelle Brown is a CFP® with 24 years of experience in financial advising. She has been with Mosaic Wealth since 2015, including its predecessor entities, and previously worked at Purshe Kaplan Sterling Investments. Brown serves as a board member for both the All Saints School and the Fellowship of Christian Athletes in the Greater St. Louis area. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term fiduciary approach, utilizing fundamental analysis and a variety of investment vehicles, while offering account oversight and access to third-party cash-management and credit solutions.

Ryan Haynes is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Archford in 2023, he participated in a work-study program at McKendree University and worked at Papa John's. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using a variety of vehicles, including independent managers, mutual funds, ETFs, and privately placed investments for qualified clients.

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

Duane Roth is a financial advisor at Rda Financial Network with Series 63 and Series 66 credentials and 21 years of industry experience. He has been involved with RDA Financial Network and its affiliated entities since 2001 and also manages Roth Agribusiness. His background includes managing farming and agriculture operations in addition to his advisory roles. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm utilizes a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Andrew Merkle is a financial advisor with Claris Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has been in the industry since 2026. Prior to joining Claris Advisors, Merkle held positions at Mariner Wealth Advisors, Edward Jones, and several organizations related to athletics and banking. Claris Advisors provides discretionary investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold, asset-class investment approach based on Modern Portfolio Theory and utilizes diversified, no-load mutual funds, relying on third-party managers for certain strategies and fixed-income management.

Brian Knapp is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mosaic Wealth. His prior experience includes roles at Northwestern Mutual, TD Ameritrade, and Edward D. Jones. He is also licensed to conduct insurance sales. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, employing a long-term, fundamental analysis-based investment process with customized portfolio construction.