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.

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.

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.

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 at Aquilant Advisors in St. Louis, MO, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, U.S. Bancorp Investments, Merrill, Wells Fargo Clearing, and Stifel. He serves as a finance committee member for Kirk of the Hills School and is active as an independent insurance agent. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, providing discretionary and non-discretionary asset management, written financial planning, and fiduciary and consulting services. The firm employs a tailored investment approach that integrates fundamental, technical, quantitative, and cyclical analysis, with portfolio reviews conducted at least quarterly.

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 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.

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 is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and 19 years of industry experience. He has been the owner of Robert E. Hynes & Associates since 1979, where he sells life, health, and property and casualty insurance, along with annuities. He has also been affiliated with Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc. since 2006. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, providing financial planning, portfolio management, and third-party money manager selection and monitoring. The firm emphasizes a defensive, principal-protection investment approach with diversification and limited trading, and it also offers educational seminars, newsletters, and affiliated tax planning and preparation services.

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.

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.

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.

Patricia Conway is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. She has been with Conway Financial Group, LLC since 2005. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm employs a fundamental and cyclical analysis approach to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, offering comprehensive planning and ongoing portfolio management through a flat, periodic advisory fee structure.

Elizabeth Cauble is a CFP® with 18 years of industry experience, currently serving as an advisor at Cauble & Harre Wealth Management, Inc., where she has worked since 2007. She holds the Series 66 designation and is based in St. Louis, MO. Cauble & Harre Wealth Management is a fee-only firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm uses model asset allocations combining index funds, actively managed funds, ETFs, and select individual securities, and emphasizes continuous account monitoring with formal quarterly reviews.