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.

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.

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.

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.

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 with 4-C Personal Wealth Management Consultants, LLC, where he has worked since 2015. He holds a Series 65 designation. 4-C Personal Wealth Management Consultants provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, as well as 3(21) retirement-plan advisory services to plan sponsors. The firm manages approximately $109 million in client assets and employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios.

Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Aquilant Advisors, she worked at American Portfolios Financial Services Inc. for 10 years. Outside of her advisory role, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers asset management, financial planning, fiduciary consulting, and utilizes a mix of fundamental, technical, quantitative, and cyclical analysis to construct customized portfolios.

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.

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.

Lincoln Sorensen is a financial advisor with Vista Finance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Little River Capital, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and CIBC USA. He serves as a director at Vista National Bank & Trust, focusing on trust, finance, compliance, and benefits. 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.

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.

John Schweizer is a financial advisor with LCI Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is also the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser serving primarily individuals, trusts, and qualified plans, offering both discretionary and non-discretionary portfolio management with a disciplined, value-based investment approach supplemented by growth-oriented strategies.

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.

Spencer Wilmes is a CFP® professional with nine years of industry experience, currently serving as an advisor at Bison Financial Group, LLC. His career includes roles at several firms, such as The Worley Banks Group, Pinnacle Family Advisors, and LPL Financial. He is also licensed to sell insurance products in Missouri. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, offering tailored investment strategies that incorporate strategic asset allocation, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and combines newly established advisory services with licensed insurance offerings.