Thomas Brady is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is a principal at Brady Family Wealth, LLC, where he has worked since 2021, and he has also been associated with Wells Fargo Advisors LLC since 2009. Additionally, he serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves a diverse client base including individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and fiduciary services. The firm employs a fee-only, percentage-of-assets model and utilizes both discretionary and non-discretionary portfolio management to deliver tax-aware, risk-adjusted asset allocations.

William Freund is a financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, MO, holding Series 65 and Series 63 licenses and over 50 years of industry experience. He has worked at Cambridge Investment Research since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Additionally, he has been an independent insurance agent since 1972. Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design, and ongoing portfolio monitoring for individuals and for-profit and not-for-profit entities. The firm typically offers non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and also provides retirement-plan investment consulting and fiduciary services.

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.

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. 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.

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.

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.

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.

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.

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.

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 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.

Michael Brady is a financial advisor with Brady Family Wealth, LLC in Saint Louis, MO, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, previously working at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2023. Outside of his advisory role, he serves on a high school advancement committee focused on fundraising and school promotion. Brady Family Wealth serves individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary portfolio management with tax-aware, risk-adjusted asset allocations, combining active and passive strategies across various asset classes.

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.

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.

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.