Elizabeth Cauble is a CFP® with 18 years of industry experience, currently serving as an advisor at Cauble & Harre Wealth Management, Inc., where she has worked since 2007. She holds the Series 66 designation and is based in St. Louis, MO. Cauble & Harre Wealth Management is a fee-only firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm uses model asset allocations combining index funds, actively managed funds, ETFs, and select individual securities, and emphasizes continuous account monitoring with formal quarterly reviews.

Lincoln Sorensen is a financial advisor with Vista Finance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Little River Capital, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and CIBC USA. He serves as a director at Vista National Bank & Trust, focusing on trust, finance, compliance, and benefits. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.

Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.

Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.

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.

Spencer Wilmes is a CFP® professional with nine years of industry experience, currently serving as an advisor at Bison Financial Group, LLC. His career includes roles at several firms, such as The Worley Banks Group, Pinnacle Family Advisors, and LPL Financial. He is also licensed to sell insurance products in Missouri. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, offering tailored investment strategies that incorporate strategic asset allocation, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and combines newly established advisory services with licensed insurance offerings.

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.

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.

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.

Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.

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.

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.

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.