David Worley is a financial advisor at Bison Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, RFG Advisory, and The Worley Banks Group. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a tailored approach that incorporates strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and offers discretionary managed accounts along with comprehensive financial planning.

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.

Trevor Czerniejewski is a financial advisor at Breiter Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, Brookstone Capital Management, and Edward Jones. Breiter Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm utilizes a Modern Portfolio Theory–based approach with diversified ETF portfolios and offers both traditional and digital asset advice.

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.

Nicholas Allgeyer is a CFP® affiliated with The Worley Banks Group, LLC, with prior experience working for the Toronto Blue Jays, Philadelphia Phillies, and Houston Astros. His career background includes roles spanning professional baseball organizations and the University of Iowa. He has been with The Worley Banks Group since 2023. The Worley Banks Group, LLC serves individual and high-net-worth clients, as well as brokerage customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios and focuses on asset allocation aligned with client risk tolerance and time horizon, incorporating quarterly reviews and event-driven reassessments.

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.

Yi Ling Chen is an investment adviser representative at MarketRiders with three years of industry experience. Prior to joining MarketRiders, Chen held academic roles at National Sun Yat-sen University and University of Missouri - St. Louis, and has been involved with SogoTrade, Inc. since 2017. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory service. The firm’s investment approach utilizes modern portfolio theory and algorithm-driven portfolio construction using ETFs, offering both discretionary managed accounts and non-discretionary subscription and advice-only arrangements.

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.

Joshua Reesman is a financial advisor at Breiter Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Goldman Sachs, State Street Global Advisors, and C2P Capital Advisory Group. In addition to his advisory role, he provides administrative support and insurance services for The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach, using predominantly ETF-based diversified portfolios combined with fundamental and selective technical analysis.

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.

Timothy O'Neal is a financial advisor at Archway Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for 15 years. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in its investment process, managing approximately $313 million in assets across about 200 client relationships, and offers a proprietary wrap fee program alongside institutional custody and trading support.

James Nash III is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Clark Wealth Partners, LLC and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2026. Clark Wealth Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, tailoring portfolios to individual risk tolerances and objectives using mutual funds, ETFs, individual equities, and internally designed model portfolios.