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.

Fetzer Crockett is a financial advisor with 17 years of industry experience, currently with 4-C Personal Wealth Management Consultants, LLC. He holds the Series 66 designation and has been affiliated with Crockett And Company, Inc. since 1995. In addition to his advisory role, Mr. Crockett is involved in insurance guidance and provides educational workshops on Social Security benefits. He also operates a college assistance planning firm, College Tuition Solutions, LLC. 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 employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios across various asset classes.

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.

Michael Clark is a CFP® with 19 years of industry experience. He has worked at Clark Wealth Partners, LLC since 2016 and previously spent six years at Visionary Wealth Advisors. Clark is also licensed as an independent insurance agent, an activity to which he devotes less than one hour per month. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, with portfolios tailored to clients’ risk tolerances and objectives using a range of investment vehicles and model portfolios.

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.

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

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.

David Oransky is a financial advisor with Laminar Wealth LLC in Chesterfield, MO. He holds the PFS™ designation and Series 65 license and has 15 years of industry experience. Oransky has been with Laminar Wealth since 2013. Laminar Wealth LLC provides wealth management services to individuals, high-net-worth clients, and trusts and estates. The firm employs a primarily passive investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on diversification, cost control, and tax efficiency through low-cost ETFs and mutual funds.

Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.

Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.

Mark Schweiss is a financial advisor at Modern Dollar Planning, LLC in St. Louis, MO, with 26 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and joined Modern Dollar Planning in 2017 after a brief tenure at HighTower Securities, LLC. Outside of his advisory role, Schweiss is a managing partner at At Last, 2016 LLC, a real estate investment company. Modern Dollar Planning provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost exchange-traded funds and occasional fixed-income or individual securities tailored to client goals.

Thomas Eidelman is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He is a principal at Daytona Street Capital, where he has worked since 2021 and previously spent 19 years at Eidelman Virant Capital. Outside of his advisory work, he is an owner and passive investor in Dixon Service Station LLC, a gas station business. Daytona Street Capital is an SEC-registered investment adviser managing approximately $161 million for individuals, trusts, and other entities through separately managed accounts and a private pooled investment vehicle. The firm employs a concentrated equity strategy focused on long-term outperformance of the S&P 500, combined with ETF-based allocation for diversification and customization.

Brad Tinnon is a CFP®-certified financial advisor at B.E.S.T. Wealth Management LLC in St. Louis, MO, with 20 years of industry experience. He has been with B.E.S.T. Wealth Management since 2012. Outside of advising, he collaborates on the marketing and development of a budgeting app through a separate business entity. 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 follows an evidence-based investment approach using primarily passive allocation strategies while incorporating fundamental analysis and tactical reallocations when appropriate.

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked with New York Life and its affiliated companies from 2015 to 2025. Outside of his advisory role, he is also an independent insurance agent. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, providing discretionary portfolio management and financial planning tailored to individual risk tolerances and objectives.

Zachary Wagganer is a financial advisor with Fortify Wealth, Inc. in St. Louis, MO. He holds a Series 65 designation and has 13 years of industry experience. Prior to joining Fortify Wealth in 2018, he worked at Mosaic Family Wealth, LLC. Outside of his advisory role, he owns a hunting craft business called Preacher's Kid. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology for portfolio construction, offers fiduciary ERISA plan services, and conducts educational seminars and workshops.

Krista Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 13 years of industry experience. She also serves as director and treasurer of Rogers and Associates PC, a public accounting firm where she provides financial planning, tax preparation, accounting, and senior management services. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, trusts, estates, and certain pooled vehicles. The firm offers discretionary portfolio management and written financial plans tailored to client needs, managing approximately $75 million in client assets.

Brian Wieland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at J. Loyd Capital Management, LLC since 2015. He previously worked at Beckland Risk Management, LLC from 2010 to 2020. J. Loyd Capital Management provides discretionary investment management to individuals and high-net-worth clients, developing tailored portfolios based on client objectives and liquidity needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and incorporates derivatives and leverage strategies in separately managed accounts, distinguishing its approach from many similarly sized advisers.

Kenneth Coplen is a financial advisor at SFC Financial LLC in St. Louis, MO, with 26 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is the owner and secretary of Swink, Fiehler & Company, P.C., a tax accounting and consulting firm he has been involved with since 1989. SFC Financial, LLC offers investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides individualized portfolio supervision on a non-discretionary basis, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services.

Javier Duren is a CFP® professional with Signify Wealth LLC in St. Louis, MO. He has been with the firm since 2024 and previously worked for the St. Louis Cardinals from 2018 to 2024. Signify Wealth provides discretionary investment management and advisory services to individuals, including high-net-worth clients, and privately held small business entities. The firm manages approximately $364 million in discretionary assets and utilizes a range of investment approaches, including allocations to third-party managers and internally constructed portfolios with mutual funds, ETFs, equities, and fixed income.