Brendan Freeman is a financial advisor at Cauble & Harre Wealth Management, Inc. in St. Louis, MO, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at First Business Bank, Regions Bank, and Banc Of America Investment Services, Inc. Cauble & Harre Wealth Management, Inc. is a fee-only firm serving individuals, high-net-worth households, and select institutional clients through discretionary portfolio management and financial planning. The firm uses customized portfolios based on model asset allocations, blending indexed and active strategies, and manages 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.

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.

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.

Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.

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.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.

Matthew Renaud Sr. is a financial advisor at Renaud & Company, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaud & Company since 1999. Renaud & Company, L.L.C. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning services to individuals and small businesses. The firm manages approximately $210.7 million in assets, using an actively managed approach based on client objectives and risk tolerances, with investments across equities, municipal and government securities, and mutual funds.

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.

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.