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.

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 Series 65-licensed financial advisor with 11 years of industry experience, currently at Guardian Investment Management, LLC in St. Louis, MO. He has held roles at several related entities including Guardian Estate, LLC and Guardian Family Home Care, LLC. Maheu is also involved with Guardian Wealth Management, LLC, where he serves as Managing Member and Insurance Broker. Guardian Investment Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and cash/treasury management. The firm customizes investment programs based on client goals and risk tolerance, using fundamental and technical analysis along with third-party platforms, and provides discretionary oversight of variable and fixed index annuities.

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 designations and has prior experience at Waddell & Reed. In addition to his advisory role, Zitko is the sole owner of The Zitko Law Firm, LLC, a non-investment legal practice he founded in 2016. The Private Family Advisors, LLC serves individual and high-net-worth clients, trustees, and charities with financial planning, portfolio construction, and investment management. The firm uses a Modern Portfolio Theory framework combining active and passive strategies and integrates investment advice with tax and estate planning through a fee-only, bundled service model.

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®-designated financial advisor with eight years of industry experience. He is currently with Toberman Becker Wealth, LLC and has previously worked at Hightower, MML Investors Services, Mass Mutual Life Insurance Co, Stifel Nicolaus, and The St. Louis Trust Company. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients, specializing in investors age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based approach, primarily employing passive, low-cost index funds and ETFs, and tailors asset allocation to each client’s needs.

John Horan III is a financial advisor with Bristol Financial LLC in Clayton, MO, holding a Series 66 designation and having 22 years of industry experience. He worked at Merrill from 2002 to 2015 before joining Bristol Wealth Management LLC, where he has been since 2015. Bristol Financial LLC provides portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and business entities. The firm focuses on non-discretionary asset management, employing fundamental analysis and a mix of strategies, and sponsors a wrap fee program that combines portfolio management and transaction costs.

Oliver Joseph is a financial advisor at Wall Street Capital Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has been associated with Lindenwood University since 1999. Wall Street Capital Advisors provides discretionary investment advisory services to individuals, trusts, and pension plans, focusing on portfolio management of stocks, ETFs, and mutual funds through an earnings-momentum investment strategy. The firm serves a limited client base with customized portfolios tailored to risk tolerance and employs performance-based compensation for qualified clients.

Thomas Brady is a CFP® and CFA® with 25 years of industry experience. He is a principal at Brady Family Wealth, LLC in Saint Louis, where he has worked since 2021, and he previously spent 17 years at Wells Fargo Advisors LLC. He serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves individuals, families, foundations, pension and profit-sharing plans, trusts, estates, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm employs a fee-only model and offers both discretionary and non-discretionary portfolio management with a focus on tax-aware, risk-adjusted asset allocation.

Michael McCartney is a financial advisor at McCartney Wealth Management LLC in Saint Louis, MO, holding a Series 65 credential with 17 years of industry experience. He has led McCartney Wealth Management since 2010. McCartney is also licensed as an attorney in Missouri and occasionally provides legal assistance to acquaintances in compliance with ethical and legal requirements. McCartney Wealth Management offers discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as some qualified retirement plans. The firm follows a fee-only model and emphasizes an investment approach based on academic research and Modern Portfolio Theory, utilizing low-cost, passive index funds, systematic diversification, and tax efficiency.