Dylan Camp is a CFP® professional with six years of industry experience, currently advising at Conway Financial Group, LLC since 2019. Prior to joining Conway Financial Group, he worked at Prosperity Planning, Inc. and has experience outside the financial industry with the Newton YMCA. Conway Financial Group provides financial planning and investment management services to individuals, trusts, and estates. The firm emphasizes fundamental and cyclical analysis to create diversified, risk-based portfolios focused on long-term capital appreciation and capital preservation, using a fee model based on flat periodic advisory fees rather than percentage-of-assets billing.

Emily Mc Cartney is a financial advisor with McCartney Wealth Management LLC in Saint Louis, Missouri. She holds a Series 65 designation and has nine years of industry experience, including two years at Mastercard prior to joining her current firm in 2017. McCartney Wealth Management provides investment management and financial planning primarily for individual and high-net-worth clients, as well as a limited number of qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory and factor-based research, emphasizing passive, low-cost indexed funds and diversified, tax-efficient allocations managed on a discretionary basis.

Yi Ling Chen is an investment adviser representative with MarketRiders and holds a Series 66 designation. She has three years of industry experience and previously held academic positions at National Sun Yat-sen University and the University of Missouri - St. Louis. MarketRiders provides managed account services and a subscription-based platform to individuals, high-net-worth clients, small business owners, and institutional users. The firm employs proprietary algorithms based on modern portfolio theory for ETF allocation and rebalancing, with human oversight of trades.

Timothy Brennan is a financial advisor with Hynes Advisory Group LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Flexible Plan Investments and Ceros Financial Services, Inc. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, offering financial planning, portfolio management, and third-party money manager selection and monitoring. The firm employs a defensive, principal-protection investment approach focused on diversification, limited trading, and the use of cash or principal-protected positions, complemented by educational seminars, newsletters, and an affiliated tax planning and preparation service.

Joshua Reesman is a financial advisor with Breiter Wealth Management, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, State Street Global Advisors, and several advisory firms. Outside of investment advising, he provides insurance and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and 401(k) plans, managing approximately $72 million in assets. The firm utilizes diversified ETF-based model portfolios guided by Modern Portfolio Theory and fundamental analysis, implementing portfolios on a discretionary basis with regular reviews.

Gregory Zitko is a financial advisor at The Private Family Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 credentials and is also the sole owner of The Zitko Law Firm LLC, a legal practice he founded in 2016. The Private Family Advisors, LLC serves individuals, high-net-worth clients, trustees, charities, and corporations with financial planning, portfolio construction, and investment management. The firm combines active and passive strategies within a Modern Portfolio Theory framework and integrates investment advice with tax planning and estate support, operating on a fee-only basis.

Jason Sandfort is a CFP® professional with 19 years of industry experience, currently serving at Angell Capital Management, LLC since 2010. He holds the Series 66 designation and is based in St. Charles, MO. Angell Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation through traditional, quantitative, and behavioral finance methods, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Byron Gustus is a Series 65-licensed financial advisor at Cornerstone Select Advisors, LLC with four years of industry experience. He previously worked at Benson Hill, Inc. and KPMG LLP. 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.

Zachary Bradford is a CFP® professional with seven years of experience in the financial advisory industry. He is currently the sole advisor at Tenet Retirement Services LLC, where he has worked since 2022. His prior experience includes roles at Creative Planning, LLC, Paradigm Financial Advisors, LLC, and Northwestern Mutual, among others. Tenet Retirement Services provides advisory services to individual and high-net-worth clients, focusing on portfolio management and financial planning tailored to retirement and personal goals. The firm employs a modern portfolio theory-based investment approach, utilizing ETF-based portfolios alongside other instruments for diversification, and offers both discretionary and non-discretionary management.

Michael Becker is a CFP® with eight years of industry experience. He is currently an advisor at Toberman Becker Wealth, LLC, where he has worked since 2024. His prior experience includes roles at Hightower, MML Investors Services, Mass Mutual Life Insurance, Stifel Nicolaus, and The St. Louis Trust Company. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily to individuals and high-net-worth clients aged 50 and older who are retired or planning for retirement. The firm employs a Modern Portfolio Theory-based investment approach using mainly passive, low-cost index funds and ETFs, tailoring asset allocation to each client’s needs and incorporating fundamental and tax considerations.

John Horan is a financial advisor at Bristol Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Bristol Wealth Management LLC since 2015 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Bristol Financial LLC serves individuals, including high-net-worth clients, and business entities, managing approximately 62 client relationships with around $100 million in assets. The firm provides portfolio management, financial planning, and consulting, using fundamental analysis, model portfolios, and a variety of strategies, while also incorporating third-party managers and private investment funds.

Jeremiah North is a financial advisor with 14 years of industry experience, currently practicing at 360 IRA in St. Charles, MO. He holds a Series 65 designation and has worked with firms including Brookstone Capital Management and multiple affiliated entities under the 360 IRA umbrella. Outside of investment advisory, he spends part of his time providing federal benefits research, training, and consulting through US FEDS LLC. 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 combines fundamental and technical analysis with third-party managers, offers no-cost public workshops, and provides insurance products alongside benefits research and estate/tax services.

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 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Lindenwood University since 1999. Wall Street Capital Advisors provides discretionary portfolio management services for individuals, trusts, and pension plans, focusing on stocks, ETFs, and mutual funds. The firm employs an earnings-momentum investment approach combining fundamental, relative-strength, and technical analysis, with portfolios tailored to client risk tolerance and monitored through centralized oversight.

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.

Michael McCartney is a financial advisor at McCartney Wealth Management LLC in Saint Louis, MO, holding a Series 65 credential with 17 years of industry experience. He has led McCartney Wealth Management since 2010. McCartney is also licensed as an attorney in Missouri and occasionally provides legal assistance to acquaintances in compliance with ethical and legal requirements. McCartney Wealth Management offers discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as some qualified retirement plans. The firm follows a fee-only model and emphasizes an investment approach based on academic research and Modern Portfolio Theory, utilizing low-cost, passive index funds, systematic diversification, and tax efficiency.

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.

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.

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.