Thomas Dooley is a Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He has been with LegaTrust Financial Advisors, Inc. since 2010, where he is the sole advisor. Outside of his advisory role, he owns and manages a residential rental property. LegaTrust Financial Advisors provides investment advisory and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs diversified portfolio construction using modern portfolio theory and multiple analysis methods, and it maintains a specialized retirement plan consulting practice, including serving as ERISA fiduciaries for plan sponsors.

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.

Retirement Income & Tax Planning We have the ability to make the greatest impact for people who are within 5 years of retirement to 5 years post retirement. That 10 year window is crucial for establishing and executing a plan designed to minimize your tax bill and allow you to live your best life, whatever that means to you. The earlier we begin working with a client in that window, the better. Here are some examples of the questions we help clients answer: When can I retire? When should I claim Social Security benefits? How much can I spend each month? How can I minimize my tax bill? Should I take a lump sum pension payment or monthly income? Do I need a trust, or is a will sufficient? What other estate planning documents should I have? Should I change my investment mix as I age? How can I avoid the Medicare IRMAA surcharge?

John Dutemple is the sole advisor at Compton Advisors, LLC, an independent firm based in St. Louis, Missouri. He holds a Series 65 designation and has 23 years of industry experience, all of which have been with Compton Advisors since its founding in 2003. Outside of his financial advisory work, Dutemple is also a performing musician and operates a ticket brokerage business. Compton Advisors provides fee-only comprehensive financial planning primarily for individuals and families, with money-management services and project-specific financial analyses. The firm emphasizes diversified, low-cost indexed funds and other conservative investment options, employs mostly low-turnover strategies, and serves a small, highly individualized client base.

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.

Daniel Hampel is a financial advisor with Parco Wealth Management LLC in St. Louis, MO, holding a Series 65 license and six years of industry experience. He has worked at multiple firms, including MariPau Wealth Management, CoreCap Advisors, and AE Wealth Management. Outside of his advisory role, Hampel operates a tax preparation business serving similar clients. Parco Wealth Management is an independent SEC-registered investment adviser focusing on federal employees and retired federal pensioners. The firm provides discretionary investment management using a risk-based approach centered on ETFs and equities, with no account minimums and a fiduciary standard that avoids proprietary products and third-party payments.

Matthew Dallas is a financial advisor at Portfolio Guide with nine years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Cetera and Buckingham Strategic Wealth. Outside of his advisory role, he serves as treasurer for a local homeowners association. Portfolio Guide provides portfolio management and investment analysis primarily to other registered investment advisers and investment companies in a sub-advisory capacity. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, using both long- and short-term trading strategies.

Brendan Freeman is a financial advisor at Cauble & Harre Wealth Management, Inc. in St. Louis, MO, with seven years of industry experience. He previously worked at First Business Bank and Regions Bank before joining Cauble & Harre in 2025. Freeman holds Series 65 and Series 63 licenses. Cauble & Harre Wealth Management, Inc. is a fee-only firm serving individuals, high-net-worth households, and select institutional clients. The firm uses customized portfolios based on written Investment Policy Statements, combining indexed and active strategies with selective tactical shifts, and manages roughly $300 million across about 100 client relationships.

Stanley Finger is a financial advisor at Daytona Street Capital in Saint Louis, MO, holding a Series 65 designation with 25 years of industry experience. He previously worked for Eidelman Virant Capital for 38 years before joining Daytona Street Capital in 2023. Daytona Street Capital is an SEC-registered investment adviser managing approximately $161.4 million for individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm employs a concentrated core equity strategy focused on long-term outperformance of the S&P 500, combining customized portfolios with ETF-based allocation strategies and managing a private pooled investment vehicle.

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.

Brian Landzaat is a financial advisor at Vista Finance, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for The Private Bank/CIBC for 15 years. Landzaat also serves as Chief Fiduciary Officer at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.

Don Mckinley is a ChFC® with 58 years of experience in the financial services industry. He is CEO and insurance agent at McKinley Financial Resources, Inc., a company he has been involved with since 1976. Since 2018, he has served as an advisor at Fortify Wealth, Inc., following prior roles at Kestra Advisory Services, Kestra Investment Services, and Financial Resources of St. Louis. Fortify Wealth primarily 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, implementing portfolios through a proprietary research methodology and strategic asset allocation.

Sadie Swisher is a financial advisor at Profusion Private Wealth in St. Louis, MO, with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Profusion Financial since 2018, following prior roles at TD Ameritrade, MassMutual, and other firms. Profusion Private Wealth provides ongoing portfolio management and financial planning to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm offers an integrated family-office suite covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt oversight, utilizing both technical and cyclical analysis with a range of investment strategies.

Steven Farris is a financial advisor with Aquilant Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Aquilant Advisors since 2016 and also has affiliations with Cambridge Investment Research Advisors Inc. Farris serves as a finance committee member for Kirk of the Hills School and works as an independent insurance agent. Aquilant Advisors serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides asset management, financial planning, fiduciary retirement plan consulting, and uses a documented investment process to construct customized portfolios through third-party platforms.

Kendall Young is a CFP® professional with 19 years of industry experience, currently serving at Cauble & Harre Wealth Management, Inc. since 2019. He has also been affiliated with Matter Family Office since 1998. Kendall serves as the Board Chairman of the Financial Planning Association, a volunteer role focused on advancing the CFP® profession. Cauble & Harre Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities.

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.

Sally Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has been with Rogers Consulting Associates since 2012 and is also a shareholder and director at Rogers & Associates P.C., a CPA firm where she has worked for over 15 years. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and certain pooled vehicles. The firm offers tailored portfolio management, written financial plans, and insurance recommendations, managing approximately $75 million in client assets.

Fetzer Crockett is a financial advisor with 17 years of industry experience, currently practicing at 4-C Personal Wealth Management Consultants, LLC in St. Louis, MO. He holds the Series 66 designation and has worked at 4-C Wealth Management Consultants and National Planning Corporation since 2009, as well as Crockett And Company, Inc. since 1995. Outside of advisory work, he provides guidance on social security benefits planning and educational workshops through Insurance Authorities LLC and offers college assistance planning via College Tuition Solutions, LLC. 4-C Personal Wealth Management Consultants provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm manages approximately $109 million in client assets and employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios.

Bogdan Niciu is a financial advisor with 10 years of industry experience, currently with 4-C Personal Wealth Management Consultants, LLC, where he has worked since 2015. He holds a Series 65 designation. 4-C Personal Wealth Management Consultants provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, as well as 3(21) retirement-plan advisory services to plan sponsors. The firm manages approximately $109 million in client assets and employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios.