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Tyler S

Series 66

Arnold, MO

Skrobonja Wealth Management, LLC

Tyler Skrobonja is an investment advisor representative with Skrobonja Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Madison Avenue Securities and Kalos Capital and serves as a college pastor and guitar instructor at First Baptist Church of Arnold. Skrobonja Wealth Management serves primarily individual clients and offers discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and quantitative analyses with regular portfolio monitoring and rebalancing, and it also utilizes sub-advisory relationships and platform-specific implementations.

Wealth management Tax strategies for small businesses Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Zachary W

Series 65

St. Louis, MO

Fortify Wealth, Inc.

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.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management
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Krista R

PFS™, Series 66

St. Louis, MO

Rogers Consulting Associates, Inc.

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.

Founder/Business Owner
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Brian W

CFP®, Series 63, Series 65

Clayton, MO

J. Loyd Capital Management, LLC

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.

Active portfolio management
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Kenneth C

PFS™, Series 66

St. Louis, MO

SFC Financial LLC

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.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Long-term care insurance Founder/Business Owner Retired
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David W

Series 63, Series 65

Creve Coeur, MO

Bison Financial Group, LLC

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.

Annuities
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Javier D

CFP®

St. Louis, MO

Signify Wealth LLC

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.

Private / alternative investments
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Thomas E

Series 63, Series 65

Clayton, MO

Dew Wealth Strategies, LLC

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
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Trevor C

Series 66

St. Louis, MO

Breiter Wealth Management, LLC

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.

General estate planning guidance General tax planning General retirement planning
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Anthony M

Series 65

St. Louis, MO

Guardian Investment Management, LLC

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.

Annuities General estate planning guidance Life insurance needs analysis
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Nicholas A

CFP®

Creve Coeur, MO

The Worley Banks Group, LLC

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.

Annuities Wealth management General estate planning guidance
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Peter H

CFA®, Series 63, Series 65

St. Louis, MO

Cauble & Harre Wealth Management, Inc.

Peter Harre is a CFA® charterholder with 18 years of industry experience. He has been with Cauble & Harre Wealth Management, Inc. since 2007. The firm is a fee-only wealth management team based in St. Louis, serving individuals, high-net-worth clients, and various institutional entities. Cauble & Harre Wealth Management provides discretionary portfolio management and financial planning, using model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities, with a focus on continuous monitoring and quarterly formal reviews.

General retirement planning Debt management General estate planning guidance
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Emily M

Series 65

Saint Louis, MO

McCartney Wealth Management LLC

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.

Passive / index investing Tax-loss harvesting Wealth management
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Yi Ling C

Series 66

Des Peres, MO

MarketRiders

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.

Passive / index investing Active portfolio management
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Timothy B

Series 63, Series 65

St Louis, MO

Hynes Advisory Group LLC

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.

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Wealth management
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Joshua R

Series 63, Series 65

St. Louis, MO

Breiter Wealth Management, LLC

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.

General estate planning guidance General tax planning General retirement planning
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Mark M

CFP®, Series 63, Series 66

Maryville, IL

Meredith Wealth Planning

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.

Concentrated stock management Multi-generational wealth transfer College savings (529s, UTMA, etc.)
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Gregory Z

Series 66, Series 65

St. Louis, MO

The Private Family Advisors, LLC

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.

Wealth management General tax planning General estate planning guidance Attorney Founder/Business Owner
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Byron G

Series 65

St. Louis, MO

Cornerstone Select Advisors, LLC

Byron Gustus is a Series 65-licensed financial advisor at Cornerstone Select Advisors, LLC with four years of industry experience. He previously worked at Benson Hill, Inc. and KPMG LLP. 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.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael B

CFP®, Series 66

St. Louis, MO

Toberman Becker Wealth, LLC

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.

General retirement planning Retirement income strategy Cash flow / budgeting Retired Approaching retirement
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