Matthew Jarrell is a CFP® with 16 years of experience in financial planning and advisory services. He is affiliated with St. Louis Financial Planners Inc. and has worked with the firm and its affiliated asset management company since 2013. Jarrell is also licensed to sell life and long-term care insurance. St. Louis Financial Planners, Inc. offers financial planning and advisory services primarily to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written, step-by-step financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis and individual equities and ETFs.

William Freund is a financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, MO, holding Series 65 and Series 63 licenses and over 50 years of industry experience. He has worked at Cambridge Investment Research since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Additionally, he has been an independent insurance agent since 1972. Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design, and ongoing portfolio monitoring for individuals and for-profit and not-for-profit entities. The firm typically offers non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and also provides retirement-plan investment consulting and fiduciary services.

Jason Haldiman is a financial advisor with B & B Financial Planning Co., Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. Prior to joining B & B, he worked at Cutter & Company, Inc. since 1995. Outside of advisory work, he also sells Medicare insurance and fixed insurance products on a limited basis. B & B Financial Planning Co., Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and related entities. The firm uses tailored portfolios combining passive index and ETF exposure with selected active funds, dividend stocks, and municipal bonds, typically managing accounts on a discretionary basis with periodic reviews.

Terry Bommer is a financial advisor with Fiduciary Tactical Strategies, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fiduciary Tactical Strategies and Cutter & Company since 1992. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a dynamic asset allocation approach with a market-timing overlay using no-load index mutual funds and ETFs, managing client accounts on a discretionary basis and occasionally referring clients to independent third-party managers.

Richard Connor is a financial advisor with MarketRiders, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Clearing Services, and Scottrade, Inc. He is part of a five-advisor team at MarketRiders. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription online platform and a managed account service. The firm uses proprietary algorithms based on modern portfolio theory to build and manage ETF portfolios, combining a subscription model with a wrap-fee program and emphasizing mostly non-discretionary asset management.

Joseph Anderson is a financial advisor with Forest Park Capital LLC, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Integrity Advisory Solutions, Correct Capital Wealth Management, and Severin Investments LLC. He is also an independent licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, utilizing a combination of fundamental, quantitative, and technical analysis. The firm employs long-term trading strategies, may incorporate options, and offers tailored written Investment Policy Statements without account minimums.

Jordan St Clair is a CFP® with 13 years of experience in the financial services industry. He is currently with Bison Financial Group, LLC and has held previous roles at The Worley Banks Group, RFG Advisory, and NYLife Securities among others. In addition to his advisory work, he is also a licensed insurance agent. Bison Financial Group provides investment advisory and portfolio management services primarily to individuals and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, offering discretionary managed accounts and comprehensive financial planning.

Kristopher Wallace is a financial advisor at MarketRiders with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. Wallace is involved with the St Louis Investment Club, an investment club with mostly passive participation. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription platform offering portfolio construction tools and recommendations, as well as a managed account service via a wrap-fee program. The firm employs ETF-based portfolio management grounded in modern portfolio theory, utilizing proprietary algorithms reviewed by portfolio managers before execution.

Jared Meese is a financial advisor at Shearwater Capital in Ballwin, MO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shearwater Capital since 2007, following an earlier tenure at Edward Jones starting in 2000. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a long-term, scientifically based investment approach emphasizing broad global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Doyle Gustus is a financial advisor at Cornerstone Select Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Select Advisors since 2009. Gustus is also licensed in life and health insurance. Cornerstone Select Advisors, LLC is an SEC-registered investment adviser that provides discretionary asset management and customized portfolio services to individuals, high-net-worth clients, trusts, banking institutions, corporations, and other investment advisers. The firm employs a top-down, value-oriented investment process with a technical trading overlay and offers several model strategies including Total Return, U.S./foreign equity blend, and Qualified Dividend portfolios.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.

Shelley Christian is a financial advisor at Bison Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Worley Banks Group, LLC and the Pattonville School District. She also operates as an independent insurance agent. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm tailors investment strategies to client objectives and risk tolerance, employing methods such as strategic asset allocation and both long- and short-term trading.

Holden Clendaniel is a financial advisor at 360 Ira with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Inc. from 2019 to 2023. Clendaniel also dedicates part of his time to insurance sales and services in St. Charles, MO. 360 Ira is a fee-based financial planning and investment management firm serving individual clients through discretionary asset management, written financial plans, and educational seminars. The firm uses fundamental and technical analysis, periodic account reviews, and third-party managers as part of its investment approach.

Casey Hunt is a CFP® certificant with 28 years of industry experience, affiliated with St. Louis Financial Planners Inc. He has been with St. Louis Financial Planners Asset Management LLC and St. Louis Financial Planners, Inc. since 1997. Hunt is also a partial owner of both entities and assists clients with registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides financial planning and advisory services to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis, individual equities, and exchange-traded funds.

Matthew Renaud Jr. is a Series 65-licensed financial advisor with Renaud & Company, LLC in O'Fallon, MO. He has four years with Renaud & Company and a total of two years of industry experience. Renaud & Company, L.L.C. is an SEC-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm employs an actively managed approach based on client objectives and risk tolerances, using research across equities, municipal and government securities, and mutual funds.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.

John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.

Nathan Burke is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Syntegra Private Wealth Group LLC in Chesterfield, MO, where he has worked since 2019. Burke also holds a role as a client service specialist at Osaic Wealth, Inc. since mid-2024. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management using firm-developed model portfolios and a mix of quantitative and fundamental investment techniques.

Christopher Ferrara is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include 16 years at MFS Fund Distributors, Inc. He also teaches financial classes on retirement planning through the Council of Financial Educators, a nonprofit organization. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, including high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach focuses on asset allocation across equities, ETFs, and mutual funds, using fundamental, quantitative, and technical analysis supplemented by model portfolios and third-party managers.

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.