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.

John Rhodes is a CFP® professional with five years of industry experience. He is currently with Belmont Private Wealth and previously worked with Krilogy Financial and Moneta Group Investment Advisors. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm focuses on asset allocation and Modern Portfolio Theory, favoring passive investment strategies using index mutual funds and ETFs.

Nicole Graul is a Series 65-licensed financial advisor with Thousand Wealth Management in Chesterfield, MO, with seven years of industry experience. She is also a CPA and Partner at Thousand CPA Services, where she devotes the majority of her time. Graul has been with Thousand Wealth Management since 2018 and has been involved with Thousand CPA Services since 2009. Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and oversight of held-away accounts to individuals, trusts, small businesses, and pension plans. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while offering both stand-alone planning and ongoing portfolio management.

Dylan Camp is a CFP® professional with six years of industry experience, currently advising at Conway Financial Group, LLC since 2019. Prior to joining Conway Financial Group, he worked at Prosperity Planning, Inc. and has experience outside the financial industry with the Newton YMCA. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm emphasizes fundamental and cyclical analysis to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, using a fee model based on flat periodic advisory fees rather than percentage-of-assets billing.

Jason Sandfort is a CFP® professional with 19 years of industry experience, currently serving at Angell Capital Management, LLC since 2010. He holds the Series 66 designation and is based in St. Charles, MO. Angell Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation through traditional, quantitative, and behavioral finance methods, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Robert Hofman is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining Hofman Wealth Management, where he has been an advisor since 2026. Hofman Wealth Management offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth clients, pension plans, non-profits, and businesses. The firm uses tax-aware, risk-adjusted asset allocations with both active and passive strategies and provides discretionary portfolio management, including a wrap-fee program and access to third-party manager programs.

Zachary Bradford is a CFP® professional with seven years of experience in the financial advisory industry. He is currently the sole advisor at Tenet Retirement Services LLC, where he has worked since 2022. His prior experience includes roles at Creative Planning, LLC, Paradigm Financial Advisors, LLC, and Northwestern Mutual, among others. Tenet Retirement Services provides advisory services to individual and high-net-worth clients, focusing on portfolio management and financial planning tailored to retirement and personal goals. The firm employs a modern portfolio theory-based investment approach, utilizing ETF-based portfolios alongside other instruments for diversification, and offers both discretionary and non-discretionary management.

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of his advisory role, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios and offers tailored Investment Policy Statements without account minimums.

Theodore Esser is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company Brokerage, having worked previously at Edward Jones. B & B Financial Planning Co., Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and family businesses, managing approximately $102 million for around 117 households. The firm serves both high-net-worth and non-HNW clients, using a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, including the use of derivatives in separately managed accounts for risk management.

Matthew Ott is a financial advisor with Thousand Wealth Management and holds a Series 65 designation. He has seven years of industry experience and previously worked at Martz and Wilson LLP for 13 years. Ott is also a CPA and partner at Thousand CPA Services, where he provides accounting and tax preparation services. Thousand Wealth Management offers financial planning, discretionary investment management, retirement plan consulting, and investment oversight to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while providing discretionary management where authorized.

James Hofman is a CFP® with 13 years of experience in the financial services industry. He is currently with Hofman Wealth Management, where he has worked since 2026. Prior to this, he held positions at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Hofman Wealth Management provides wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth investors, pension and profit-sharing plans, non-profits, and businesses. The firm offers discretionary portfolio management as well as wrap-fee and third-party manager programs, focusing on tax-aware, risk-adjusted asset allocation using both active and passive strategies.

Matthew Jarrell is a CFP® with 16 years of experience in financial planning and advisory services. He is affiliated with St. Louis Financial Planners Inc. and has worked with the firm and its affiliated asset management company since 2013. Jarrell is also licensed to sell life and long-term care insurance. St. Louis Financial Planners, Inc. offers financial planning and advisory services primarily to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written, step-by-step financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis and individual equities and ETFs.

Jason Haldiman is a financial advisor with B & B Financial Planning Co., Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and more recently with Prospera Financial Services, Inc. Outside of his advisory role, he is involved in Medicare insurance sales and retirement benefit consulting for non-profit employees. B & B Financial Planning Co., Inc. provides personal financial planning and investment management services to individuals, families, trusts, and estates. The firm uses a tailored investment approach combining passive and active strategies, including options for hedging and income, and typically manages client accounts on a discretionary basis with regular review and rebalancing.

Terry Bommer is a financial advisor at Fiduciary Tactical Strategies, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fiduciary Tactical Strategies since 1992, as well as Cutter & Company, Inc. from 1992 to 2015. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, family businesses, and charitable organizations. The firm uses a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily employing no-load index mutual funds and ETFs, and offers discretionary portfolio management along with referrals to independent money managers when specialist strategies are appropriate.

Kevin Lang is a CFP® with 32 years of experience in the financial industry. He is a principal at Lang & Becker, Inc., where he has worked since 2006, and he previously spent over two decades at Triad Advisors, LLC. In addition to his advisory work, Lang operates a CPA firm offering tax planning, estate planning, and insurance services. Lang & Becker provides personalized investment advisory services to individuals, including high net worth clients, and businesses. The firm manages discretionary accounts through the Osaic Wealth Management platform and employs a client-centered investment process that utilizes risk tolerance assessments and diversified portfolio construction.

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.

Joseph Anderson is a financial advisor at Forest Park Capital LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Correct Capital Wealth Management and Integrity Advisory Solutions. Anderson is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis, technical/charting techniques, and modern portfolio theory to manage portfolios, often employing long-term strategies and options when appropriate.

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.

Annmarie Hoerr is a financial advisor at Wealth Management Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Sagepoint Financial in various capacities from 2011 to 2019. Outside of her advisory role, she is a notary public and participates in several community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions while operating primarily in a non-discretionary capacity, with an investment approach that includes both fundamental and technical analysis.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of advisory work, he is also involved in insurance sales through the Chamberlin Group. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm’s investment process is based on Modern Portfolio Theory and incorporates diversified ETFs, mutual funds, fixed index annuities, private fund investments, and model portfolios.