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.

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 at SFC Financial LLC in St. Louis, MO, holding a Series 65 designation with 16 years of industry experience. She has been with SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines fundamental and technical analysis with asset-allocation techniques and employs both long- and short-term strategies, including option strategies such as covered calls, managing assets on a non-discretionary basis while clients retain execution authority.

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.

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.

Jeffrey Duncan is a financial advisor with Duncan Financial Management, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Duncan Financial Management since 2009. Outside of his advisory role, he is an independent insurance agent. Duncan Financial Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a fiduciary, client-education-focused approach, offering customized retirement roadmaps and diversified portfolio management that includes equities, fixed income, mutual funds, ETFs, and limited options strategies.

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.

Christopher Sandifer is a financial advisor at Your Wealth Matters LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Stifel Nicolaus and Hollingshead & Dudley. In addition to his advisory role, Sandifer is an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. Your Wealth Matters LLC 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’s investment approach is based on modern portfolio theory and long-term trading, with a focus on manager due diligence and aligning portfolios to client risk tolerance.

Robert Hynes Jr. is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc., and is the owner of Robert E. Hynes & Associates, which provides insurance products including life, health, and annuities. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors. The firm offers financial planning, portfolio management, and access to third-party money managers, focusing on a defensive, principal-protection investment approach with an emphasis on diversification and limited trading.

Tennessee Ervin is a financial advisor with Skrobonja Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Skrobonja Financial, Tennessee worked in educational roles at Southwest Baptist University and the Jefferson R-7 School District. Skrobonja Wealth Management primarily serves individual clients, offering discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analyses, as well as duration management for fixed income, to manage portfolios that include stocks, bonds, ETFs, and mutual funds.

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.

Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of financial advising, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering personalized asset management and financial planning services. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policies to client needs, using third-party platforms and unified managed accounts to implement discretionary and non-discretionary strategies.

Daniel Wieman is a financial advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Marketocracy Masters Capital Management since 2021. Wieman also has a background in the reinsurance industry, having worked at RGA Reinsurance Company since 2011. Marketocracy Masters Capital Management is an internet-based registered investment adviser that provides algorithm-driven portfolio management to individual clients through an interactive website. The firm focuses on individual investors with low recommended minimums and manages discretionary accounts using model portfolios, requiring custodial accounts at Interactive Brokers.

Alan Suiter is a financial advisor with Cornerstone Select Advisors, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Creativeone Wealth, LLC, Saxony Securities Inc., and First Financial Consultants, Inc., where he has been active for several decades. Outside of advisory work, he is involved with Suiter Investigations, LLC, which focuses on locating unclaimed property for individuals and corporations. Cornerstone Select Advisors, LLC is an SEC-registered investment adviser offering discretionary asset management and customized portfolio services to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm employs a top-down, value-oriented investment approach combined with technical trading overlays and offers several model strategies alongside tailored portfolio solutions.