Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.

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.

Yi Ling Chen is an investment adviser representative at MarketRiders with three years of industry experience. Prior to joining MarketRiders, Chen held academic roles at National Sun Yat-sen University and University of Missouri - St. Louis, and has been involved with SogoTrade, Inc. since 2017. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory service. The firm’s investment approach utilizes modern portfolio theory and algorithm-driven portfolio construction using ETFs, offering both discretionary managed accounts and non-discretionary subscription and advice-only arrangements.

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.

Timothy O'Neal is a financial advisor at Archway Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for 15 years. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in its investment process, managing approximately $313 million in assets across about 200 client relationships, and offers a proprietary wrap fee program alongside institutional custody and trading support.

Brett Parker is a CFP® professional with 26 years of industry experience. He has been with Aquilant Advisors since 2019 and previously worked at Royal Alliance Associates and Premier Financial Partners, LLC. Parker is also a registered representative with Cambridge Investment Research. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, providing asset management, financial planning, and fiduciary consulting services. The firm uses a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policy statements to client needs, integrating outside strategists and third-party platforms in its management approach.

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.

Robert Rafael is a financial advisor with MRM Group in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with MRM Asset Allocation Group, Inc. since 1988. MRM Group primarily serves individual investors — including high-net-worth individuals, IRAs, trusts, estates, charitable organizations, and business entities — through discretionary asset management and sub-advisory arrangements. The firm utilizes a quantitative, rules-based investment approach across three strategies focused on U.S. equities, ETFs, and mutual funds, and manages model portfolios for third-party platforms and a Morgan Stanley IMS wrap-fee program.

Ryan Bowman is a CFP® professional with seven years of experience in financial advisory roles. He is currently the sole advisor at Maxele Advisors, LLC in Webster Groves, MO. His prior experience includes positions at firms such as Aspen Wealth Strategies, Raymond James Financial Services Advisors, and Mariner Wealth Advisors. Maxele Advisors provides financial planning and wealth management services to individual investors, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model portfolios and a combination of fundamental and technical analysis to guide investment decisions, managing approximately $201.6 million in discretionary assets while serving a large client base through model-based strategies and custodial technology.

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.

Richard Connor is a financial advisor at MarketRiders with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Wells Fargo Clearing Services, and Scottrade. He also supervises investment adviser representatives at MarketRiders, an affiliate of SogoTrade. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory wrap-fee program. The firm employs an investment approach based on modern portfolio theory and algorithm-driven ETF portfolio construction, offering both discretionary and non-discretionary management options.

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.

Kristopher Wallace is a financial advisor at MarketRiders with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. In addition to his advisory role, he is involved with the St Louis Investment Club, an investment club where he has a primarily passive role. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and managed advisory services. The firm utilizes algorithm-driven ETF portfolio construction based on modern portfolio theory, offering both discretionary and non-discretionary account options.

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.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years at the firm. Prior to joining Aquilant Advisors, she worked at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering asset management, financial planning, and fiduciary consulting services. The firm uses a mix of analytical approaches to create tailored investment strategies and participates in third-party platforms and wrap programs.

Jared Meese is a financial advisor at Shearwater Capital in Ballwin, MO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shearwater Capital since 2007, following an earlier tenure at Edward Jones starting in 2000. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a long-term, scientifically based investment approach emphasizing broad global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Arielle Tucker is a CFP® professional based in St. Louis, MO, with five years of industry experience. She has worked at Mindful Wealth and its predecessor entities since 2022, as well as White Lighthouse Investment Management Inc, Taxfix, GmbH, and Intuit. Outside of her advisory role, she produces educational content 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 financial planning services, emphasizing a primarily passive investment approach using diversified portfolios of index funds and ETFs. The firm is noted for its focus on cross-border and international planning, supporting globally mobile clients through a concentrated, planner-driven service model.

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.