Timothy O'Neal is a financial advisor at Archway Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for 15 years. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in its investment process, managing approximately $313 million in assets across about 200 client relationships, and offers a proprietary wrap fee program alongside institutional custody and trading support.

James Nash III is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Clark Wealth Partners, LLC and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2026. Clark Wealth Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, tailoring portfolios to individual risk tolerances and objectives using mutual funds, ETFs, individual equities, and internally designed model portfolios.

John McKinley is a CFP® professional with over 21 years of experience in the financial services industry. He has worked at Fortify Wealth, Inc. since 2018 and previously held roles at Kestra Advisory Services, LLC, Kestra Investment Services, Inc., and Financial Resources of St. Louis. He also serves as vice-president of McKinley Financial Resources, Inc., where he advises clients on insurance needs and coverage options. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm offers discretionary asset management, financial planning, fiduciary ERISA plan services, and conducts educational seminars, using a proprietary research methodology to build portfolios with disciplined rebalancing and manager due diligence.

Jason Loyd is a financial advisor with J. Loyd Capital Management, LLC in Clayton, MO. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Loyd has been with J. Loyd Capital Management since 2014. J. Loyd Capital Management provides discretionary investment management to individuals and high net-worth clients, creating tailored portfolios based on client objectives, time horizons, and liquidity needs. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to guide asset allocation and security selection and employs derivatives and leverage strategies in separately managed accounts.

Jacob Gall is a financial advisor at Modern Dollar Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Collop Capital and Laure Financial. Outside of advisory roles, Gall has been involved with Stratman Sports since 2018. Modern Dollar Planning, LLC provides financial planning and discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified, low-cost portfolios tailored to client objectives and risk tolerance.

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.

Ryan Bowman is a CFP® professional with seven years of experience in financial advisory roles. He is currently the sole advisor at Maxele Advisors, LLC in Webster Groves, MO. His prior experience includes positions at firms such as Aspen Wealth Strategies, Raymond James Financial Services Advisors, and Mariner Wealth Advisors. Maxele Advisors provides financial planning and wealth management services to individual investors, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model portfolios and a combination of fundamental and technical analysis to guide investment decisions, managing approximately $201.6 million in discretionary assets while serving a large client base through model-based strategies and custodial technology.

Jason Woods is a Certified Financial Planner® with 24 years of industry experience. He has been with Dew Wealth Strategies, LLC since 2002. The firm has two advisors and is based in Clayton, Missouri. Dew Wealth Strategies, LLC provides discretionary investment management, written 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 uses a range of investment strategies including fundamental and technical analysis, option strategies, and alternative investments.

Walter Klein IV is an advisor with SFC Financial LLC, holding a Series 65 credential and one year of industry experience. He also works as a staff accountant at Swink Coplen & Company, preparing tax returns and projections. SFC Financial, LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers individualized portfolio supervision on a non-discretionary basis and comprehensive financial planning, utilizing fundamental and technical analysis as well as asset allocation strategies.

Wayne Botz is a financial advisor at LCI Advisors with 30 years of industry experience. He has been with LCI Advisors since 2008 and holds Series 63 and Series 65 licenses. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process supplemented by distinct strategies including a focused growth sleeve and a discovery portfolio that combines value and technical analysis.

Mary Oransky is a CFP® professional with eight years of experience in financial advisory roles. She has been with Laminar Wealth LLC since 2017 and previously worked at Plancorp, LLC from 2014 to 2017. Laminar Wealth LLC provides wealth management services to individuals, high-net-worth clients, and trusts and estates, managing approximately $132 million in client assets. The firm employs a primarily passive investment approach based on Modern Portfolio Theory and the Fama-French three-factor model, using low-cost, diversified ETFs and mutual funds, with an emphasis on diversification, cost control, and tax efficiency.

Jacquelynn Capriano is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation with 10 years of industry experience. She is also a partner and practicing lawyer at Your Estate Matters LLC, an estate planning and elder law firm. Your Wealth Matters LLC primarily serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management through referrals to turnkey asset management programs and third-party advisers alongside comprehensive financial planning services. The firm employs a long-term, modern portfolio theory-based investment approach and operates mainly in a non-discretionary capacity, coordinating with co-advisors for discretionary management.

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.

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

Richard Wimmer Jr. is a financial advisor at Meredith Wealth Planning with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked at firms including Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a continuous discretionary basis with periodic reviews.

Stephen Erken is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Maxele Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses. Maxele Advisors provides comprehensive and modular financial planning and discretionary wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and a combination of fundamental and technical analysis to manage investments according to clients’ risk tolerance and time horizon, maintaining ongoing oversight with at least quarterly reviews.

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.

Scott Humphrey is a financial advisor at Holistic Finance LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. He is also licensed as an insurance agent and engages in insurance sales and services as part of his professional activities. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with client-specific objectives and offers a range of strategies from long-term holdings to alternative investments, integrating ongoing financial planning and portfolio monitoring.

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.

Craig Toberman is a Partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses. Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews. Craig lives in the greater St. Louis area with his wife, Ally and sons, Hank and Dean. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.