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 with SFC Financial LLC in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has been with SFC Financial since 2003 and also serves as owner and secretary of the accounting firm Swink, Fiehler & Company, P.C., where he works as a tax accountant and consultant. SFC Financial, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm manages assets non-discretionarily, utilizing fundamental and technical analysis, asset allocation, and option strategies, with an affiliation to the accounting firm Swink Coplen & Company, P.C. that facilitates cross-referrals between financial and tax 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.

Christopher Williams is a financial advisor at Vista Finance, LLC with 15 years of industry experience. He previously worked at CIBC Bank USA for nine years before joining Vista Finance in 2021. Outside of his advisory role, he serves on the Planned Giving Committee for Forest Park Forever and the Expansion Steering Committee for LaunchCode, both nonprofit organizations focused on community and workforce development. Additionally, he holds a CEO position at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plan sponsors, and business entities. The firm employs a variety of analytical methods and asset-allocation strategies, managing discretionary wrap accounts and incorporating alternative investments and third-party platforms.

Thomas Ebinger is a financial advisor with Dew Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Dew Wealth Strategies since its founding in 2002. In addition to his advisory work, he has been involved with outside sales of non-variable insurance products. Dew Wealth Strategies, LLC provides discretionary investment management, financial planning, pension consulting, and personal wealth management to individuals, trusts, retirement plans, and other entities. The firm serves a small client base with approximately $94.7 million in discretionary assets under management and employs a range of investment strategies including fundamental and technical analysis, option strategies, and alternative investments.

Anthony Maheu is a financial advisor with Guardian Investment Management, LLC in St. Louis, MO, holding a Series 65 credential and 11 years of industry experience. He has been associated with multiple Guardian entities since 2012 and has experience in both investment management and insurance brokerage. Maheu’s other business activities include managing member and insurance broker roles at Guardian Wealth Management, LLC. Guardian Investment Management, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm offers tailored investment programs based on clients’ objectives and risk profiles, utilizing both fundamental and technical analysis, and delivers financial plans within a stated 180-day timeframe.

Emily Mc Cartney is a financial advisor with McCartney Wealth Management LLC in Saint Louis, Missouri. She holds a Series 65 designation and has nine years of industry experience, including two years at Mastercard prior to joining her current firm in 2017. McCartney Wealth Management provides investment management and financial planning primarily for individual and high-net-worth clients, as well as a limited number of qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory and factor-based research, emphasizing passive, low-cost indexed funds and diversified, tax-efficient allocations managed on a discretionary basis.

Timothy Brennan is a financial advisor with Hynes Advisory Group LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Flexible Plan Investments and Ceros Financial Services, Inc. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, offering financial planning, portfolio management, and third-party money manager selection and monitoring. The firm employs a defensive, principal-protection investment approach focused on diversification, limited trading, and the use of cash or principal-protected positions, complemented by educational seminars, newsletters, and an affiliated tax planning and preparation service.

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Gregory Zitko is a financial advisor at The Private Family Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 credentials and is also the sole owner of The Zitko Law Firm LLC, a legal practice he founded in 2016. The Private Family Advisors, LLC serves individuals, high-net-worth clients, trustees, charities, and corporations with financial planning, portfolio construction, and investment management. The firm combines active and passive strategies within a Modern Portfolio Theory framework and integrates investment advice with tax planning and estate support, operating on a fee-only basis.

Jacob Mc Kinney is a Series 65-licensed advisor with Clark Wealth Partners, LLC, bringing two years of industry experience. Before joining Clark Wealth Partners in 2024, he worked at Armstrong Teasdale LLP and PwC. He also served six years in the Air Force National Guard. Clark Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $260 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses, tailoring portfolios to clients’ risk tolerances using mutual funds, ETFs, equities, and model portfolios.

Michael Becker is a CFP® with eight years of industry experience. He is currently an advisor at Toberman Becker Wealth, LLC, where he has worked since 2024. His prior experience includes roles at Hightower, MML Investors Services, Mass Mutual Life Insurance, Stifel Nicolaus, and The St. Louis Trust Company. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily to individuals and high-net-worth clients aged 50 and older who are retired or planning for retirement. The firm employs a Modern Portfolio Theory-based investment approach using mainly passive, low-cost index funds and ETFs, tailoring asset allocation to each client’s needs and incorporating fundamental and tax considerations.

John Horan is a financial advisor at Bristol Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Bristol Wealth Management LLC since 2015 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Bristol Financial LLC serves individuals, including high-net-worth clients, and business entities, managing approximately 62 client relationships with around $100 million in assets. The firm provides portfolio management, financial planning, and consulting, using fundamental analysis, model portfolios, and a variety of strategies, while also incorporating third-party managers and private investment funds.

Oliver Joseph is a financial advisor at Wall Street Capital Advisors, LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Lindenwood University since 1999. Wall Street Capital Advisors provides discretionary portfolio management services for individuals, trusts, and pension plans, focusing on stocks, ETFs, and mutual funds. The firm employs an earnings-momentum investment approach combining fundamental, relative-strength, and technical analysis, with portfolios tailored to client risk tolerance and monitored through centralized oversight.