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 a financial advisor at Roth Investment Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has taught finance and investment courses as an adjunct professor at Webster University and St. Louis University. Additionally, he contributes as a writer for the investment website Seeking Alpha. Roth Investment Management is a single-advisor independent firm providing discretionary asset management and investment consulting to individuals, trusts, retirement plans, and other entities. The firm employs a bottom-up, research-driven, value-oriented investment approach, often utilizing concentrated portfolios with strategies that may include leverage, derivatives, and option-selling to manage risk and enhance returns.

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, currently operating Yu Financial Advice, LLC in Chesterfield, Missouri. She previously worked at Edward Jones and runs a separate publishing and education business, YU & Money LLC, which offers seminars and online classes on basic money topics without providing specific investment advice. Yu Financial Advice provides financial planning and advisory services focused on comprehensive written plans and project-based consulting for individuals. The firm emphasizes client education, uses a suitability questionnaire to tailor plans, and recommends passive, low-cost index funds and ETFs without managing client assets or earning commissions.

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.

Nicholas Matlock is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Cratero Capital LLC. His prior experience includes roles at Dark Matter Capital Management, Edward Jones, Charles Schwab, TD Ameritrade, and Scotttrade. In addition to his advisory work, he is CEO of Cratero Copilot, a firm providing personal assistant and operations management services for content creators. Cratero Capital LLC offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles, with specialized business and tax/estate planning services for creators and small business operators. The firm implements investment programs using model portfolios focused on exchange-traded funds and manages both individual and pooled accounts, including a private fund with performance-based fee arrangements.

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

Daniel Berg is a financial advisor at B.E.S.T. Wealth Management LLC in St. Louis, MO, holding a Series 65 designation with seven years of industry experience. He has worked at B.E.S.T. Wealth Management since 2018 and previously spent 11 years at Green Course Financial Advisors. B.E.S.T. Wealth Management serves individuals, businesses, and retirement plans by providing written financial plans, discretionary portfolio management, retirement-plan advisory, and in-house tax preparation. The firm employs an evidence-based investment approach focused on passive allocation through ETFs and mutual funds, supported by academic research and six core principles, beginning client engagements with a written financial plan.

Paul Gantner is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, with 10 years of industry experience. He holds a Series 65 designation and also operates an affiliated law practice specializing in estate planning, elder law, and probate. Gantner has been with Your Wealth Matters LLC since 2016 and Your Estate Matters, LLC since 2012. Your Wealth Matters LLC serves individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management through referrals to turnkey asset management programs and third-party advisers, combining these with broader financial planning services that include retirement, education, charitable, and estate planning.

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.

Don Mckinley is a financial advisor at Fortify Wealth, Inc. in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 59 years of industry experience, with prior roles at Kestra Advisory Services, Kestra Investment Services, Financial Resources of St. Louis, and McKinley Financial Resources, where he continues to serve as CEO and insurance agent. Fortify Wealth serves primarily individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology to implement portfolios focused on strategic asset allocation, periodic rebalancing, and manager due diligence, while also offering fiduciary ERISA plan services and conducting public seminars and workshops.

Steven Farris is a financial advisor at Aquilant Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research, Merrill, Wells Fargo Clearing, Stifel, U.S. Bancorp Investments, and Fifth Third Securities. Outside of advisory roles, he serves as a finance committee member at Kirk of the Hills School and is an independent insurance agent. Aquilant Advisors provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm customizes portfolios and investment policy statements using a combination of analytical methods and integrates outside strategists through unified managed accounts and third-party platforms.

Sharon Stanton is a financial advisor with SFC Financial LLC in St. Louis, MO. She holds a Series 65 designation and has 17 years of industry experience. Stanton has worked at SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers non-discretionary portfolio supervision, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing strategies based on fundamental and technical analysis and asset allocation.

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.

Samuel Everett is a CFP® professional with 16 years of industry experience, currently serving at Archway Wealth Management, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC for 12 years. Everett holds Series 66 registration and has experience acting as a co-trustee and power of attorney for family-related investment matters. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $313 million in assets across about 200 client relationships, using a portfolio approach based on Modern Portfolio Theory and capital-market assumptions.

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.