Sherri Frank Weintrop is a CFP® with 39 years of industry experience, currently serving at Wealth Management Advisors, Inc. in St. Louis, MO. She has worked at Wealth Management Advisors, Inc. since 1998 and previously spent 28 years with Royal Alliance Associates, Inc. Outside of her advisory role, she is actively involved with the Missouri Baptist Medical Center as co-chair for a fundraising project and serves as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to implement strategies, combining fundamental and technical analysis and offering a range of investment approaches, including separately managed accounts.

Brett Parker is a CFP® with 26 years of industry experience, currently serving as an advisor at Aquilant Advisors. His prior work includes roles at Royal Alliance Associates and Premier Financial Partners, where he spent over a decade each. He is also an independent insurance agent affiliated with Banner Life Insurance. Aquilant Advisors provides asset management, financial planning, and fiduciary retirement plan consulting to individual clients, high-net-worth households, and retirement plan sponsors. The firm employs a documented investment process combining multiple analytical approaches to construct optimized portfolios and operates through various third-party platforms while offering both discretionary and non-discretionary management 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.

Robert Rafael is a financial advisor with MRM Group in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with MRM Asset Allocation Group, Inc. since 1988. MRM Group primarily serves individual investors — including high-net-worth individuals, IRAs, trusts, estates, charitable organizations, and business entities — through discretionary asset management and sub-advisory arrangements. The firm utilizes a quantitative, rules-based investment approach across three strategies focused on U.S. equities, ETFs, and mutual funds, and manages model portfolios for third-party platforms and a Morgan Stanley IMS wrap-fee program.

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.

Wyatt Swartz is a financial advisor with W. Swartz & Co., LLC, holding a Series 66 designation and 14 years of industry experience. He has been with W. Swartz & Co., LLC since 2015. W. Swartz & Co., LLC provides discretionary and non-discretionary portfolio management, investment counseling, and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $38.8 million in client assets and bases investment decisions on fundamental analysis and long-term purchase strategies.

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.

Paul Banks is a financial advisor at The Worley Banks Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Edward Jones. In addition to his advisory role, he is also licensed as an insurance agent and engages in insurance sales on a part-time basis. The Worley Banks Group, LLC provides discretionary investment management and financial planning to individuals and high-net-worth clients, as well as investment consulting services to broker-dealer customers. The firm manages approximately $165 million using third-party model portfolios and a variety of investment strategies while maintaining final decision-making authority.

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.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers asset management, fiduciary retirement plan consulting, and financial planning services, using a documented investment process that incorporates fundamental, technical, quantitative, and cyclical analysis to develop customized asset allocations.

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.

Cherish Grey is a financial advisor at Breiter Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience with Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of her advisory role, she provides insurance and non-legal estate planning administrative services. Breiter Wealth Management offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs diversified ETF-based model portfolios guided by Modern Portfolio Theory and fundamental analysis, managing approximately $72 million in client assets.

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.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and Citigroup. Outside of his advisory role, he is involved with EGIS Financial, where he sells FDIC-insured cash account products, manages a sales team, and conducts insurance sales. W. Swartz & Co., LLC offers discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and businesses. The firm focuses on fundamental analysis and long-term investment strategies, customizing accounts to client restrictions and maintaining regular reviews and communications.

Timothy Banks is a financial advisor with The Worley Banks Group, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Private Client Services, RFG Advisory, Four Seasons Wealth Management, and LPL Financial. He is also a licensed independent insurance agent. The Worley Banks Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, as well as investment consulting to broker-dealer customers. The firm manages approximately $165 million across several hundred accounts and employs third-party model portfolios and research to guide its investment decisions.

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.