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.

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.

William Freund is a financial advisor at Freund & Co Investment Advisors, L.C. with over 50 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Outside of his advisory work, he also operates as an independent insurance agent. Freund & Co. Investment Advisors provides financial planning, portfolio design, and ongoing monitoring for individuals and both for-profit and nonprofit entities. The firm serves a small client base with a focus on non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and offers retirement plan consulting including ERISA fiduciary services.

Sherri Frank Weintrop is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Management Advisors, Inc. in St. Louis, MO. She has worked at this firm since 1998, following a previous 28-year tenure at Royal Alliance Associates, Inc. Outside of her advisory role, she is active in nonprofit and community organizations, including co-chairing fundraising efforts at Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platforms, working primarily in a non-discretionary capacity and combining fundamental and technical analysis across a range of investment strategies.

Stephen Rhodes is a CFP® with 22 years of industry experience, currently serving at Signify Wealth LLC since 2015. He has also been involved with Signify Business Management LLC and Signify University LLC, overseeing operations at both entities. Outside of his advisory role, Rhodes owns Katalysis Ventures LLC, a holding company for his personal private investments, and he is the owner of Talent Commerce Summit, a non-investment related business. Signify Wealth is a small team advisory firm managing approximately $284 million across 115 client relationships. The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and privately held small businesses, utilizing a mix of internal management and third-party solutions, including private pooled investment vehicles and cryptoasset planning.

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. He has worked at Cutter & Company, Inc. since 1995 and more recently with Prospera Financial Services, Inc. Outside of his advisory role, he is involved in Medicare insurance sales and retirement benefit consulting for non-profit employees. B & B Financial Planning Co., Inc. provides personal financial planning and investment management services to individuals, families, trusts, and estates. The firm uses a tailored investment approach combining passive and active strategies, including options for hedging and income, and typically manages client accounts on a discretionary basis with regular review and rebalancing.

Terry Bommer is a financial advisor at Fiduciary Tactical Strategies, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fiduciary Tactical Strategies since 1992, as well as Cutter & Company, Inc. from 1992 to 2015. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, family businesses, and charitable organizations. The firm uses a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily employing no-load index mutual funds and ETFs, and offers discretionary portfolio management along with referrals to independent money managers when specialist strategies are appropriate.

Keith Harris is a financial advisor with BCD Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and totaling 14 years of industry experience. He has worked at Beacon Capital Distributors Advisors since 2016 and is also involved with Drip LLC, a real estate investment business he founded in 2017. Outside of finance, Harris is a partner in Jagged Edge Sports, a firm providing core training for athletes, and serves as President of Inside The Jersey, an organization focused on college planning tools for student-athletes. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, and access to third-party money managers, tailoring investment strategies to client objectives and risk tolerance through asset allocation, fundamental analysis, and Modern Portfolio Theory.

Joseph Anderson is a financial advisor at Forest Park Capital LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Correct Capital Wealth Management and Integrity Advisory Solutions. Anderson is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis, technical/charting techniques, and modern portfolio theory to manage portfolios, often employing long-term strategies and options when appropriate.

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 with The Worley Banks Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms, including Commerce Brokerage Services, Edward Jones, and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. The Worley Banks Group serves individual and high-net-worth clients, as well as broker/dealer customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios with firm-level discretion, focusing on asset allocation tailored to client risk tolerance and time horizon.

Charles Nemec is a financial advisor at Wall Street Capital Advisors, LLC, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wall Street Capital Advisors and its predecessor entities since 1983. Wall Street Capital Advisors provides discretionary portfolio management services to individuals, trusts, and pension plans, focusing on stocks, ETFs, and mutual funds. The firm employs an earnings-momentum investment approach that integrates fundamental, relative-strength, and technical analyses, tailoring portfolios to each client's risk tolerance while generally avoiding frequent trading and certain investment strategies like municipal bonds or options speculation.

Doyle Gustus is a financial advisor at Cornerstone Select Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Saxony Capital Management, Ridgeway Conger Advisory Services, and Kaiser Wealth Management before joining Cornerstone Select Advisors in 2009. He is also licensed in life and health insurance. Cornerstone Select Advisors provides discretionary asset management and customized portfolio services to individual and high-net-worth clients, as well as trusts, banks, corporations, and other advisers. The firm employs a top-down investment approach focused on value-based metrics combined with a technical trading overlay, continuously monitoring portfolios to align with client objectives and restrictions.

Benjamin Weiss is a financial advisor with Daytona Street Capital in Saint Louis, MO, holding a Series 65 designation and six years of industry experience. Prior to joining Daytona Street Capital in 2021, he worked at Eidelman Virant Capital and 8th & Jackson. He is the sole member and manager of several entities related to 8th & Jackson Partners, L.P., a private pooled investment vehicle. Daytona Street Capital is an SEC-registered investment adviser managing approximately $161.4 million for individuals, trusts, charitable organizations, and business entities. The firm employs a concentrated equity strategy focused on long-term outperformance of the S&P 500 and offers customized portfolios alongside a global diversified approach using ETFs and mutual funds.

Cherish Grey is a financial advisor at Breiter Wealth Management, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Breiter Wealth Management, she worked at Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of her advisory role, she provides insurance, annuity solutions, and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management for individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with fundamental and technical analysis to guide portfolio construction and tactical adjustments.

Michael Brady is a CFP® professional with 12 years of industry experience. He is currently a financial advisor at Brady Family Wealth, LLC, where he has worked since 2023, following seven years at Wells Fargo Clearing. In addition to his advisory role, Brady serves on a high school advancement committee focused on promoting the school and fundraising. 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 fiduciary and non-fiduciary plan sponsor services. The firm employs a fee-only, percentage-of-assets approach and offers tax-aware, risk-adjusted portfolios combining active and passive strategies, including a wrap fee program alongside standard asset-based management.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of advisory work, he is also involved in insurance sales through the Chamberlin Group. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, company entities, and 401(k) plans. The firm’s investment process is based on Modern Portfolio Theory and incorporates diversified ETFs, mutual funds, fixed index annuities, private fund investments, and model portfolios.

David Eidelman is a CFA® charterholder with 25 years of industry experience. He is currently with Daytona Street Capital, where he has worked since 2023, following a 41-year tenure at Eidelman Virant Capital. The firm provides discretionary portfolio management services to a select group of clients, including individuals, retirement accounts, trusts, charitable organizations, and business entities. Daytona Street Capital employs a concentrated core equity strategy focused on long-term outperformance of the S&P 500, combined with ETF-based allocation strategies for broader diversification and customization.

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.