David Worley is a financial advisor at Bison Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, RFG Advisory, and The Worley Banks Group. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a tailored approach that incorporates strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and offers discretionary managed accounts along with comprehensive financial planning.

Javier Duren is a CFP® professional with Signify Wealth LLC in St. Louis, MO. He has been with the firm since 2024 and previously worked for the St. Louis Cardinals from 2018 to 2024. Signify Wealth provides discretionary investment management and advisory services to individuals, including high-net-worth clients, and privately held small business entities. The firm manages approximately $364 million in discretionary assets and utilizes a range of investment approaches, including allocations to third-party managers and internally constructed portfolios with mutual funds, ETFs, equities, and fixed income.

Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.

Thomas Ebinger is a financial advisor with Dew Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Dew Wealth Strategies since its founding in 2002. In addition to his advisory work, he has been involved with outside sales of non-variable insurance products. Dew Wealth Strategies, LLC provides discretionary investment management, 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 employs a range of investment strategies including fundamental and technical analysis, option strategies, and alternative investments.

Trevor Czerniejewski is a financial advisor at Breiter Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, Brookstone Capital Management, and Edward Jones. Breiter Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm utilizes a Modern Portfolio Theory–based approach with diversified ETF portfolios and offers both traditional and digital asset advice.

Anthony Maheu is a Series 65-licensed financial advisor with 11 years of industry experience, currently at Guardian Investment Management, LLC in St. Louis, MO. He has held roles at several related entities including Guardian Estate, LLC and Guardian Family Home Care, LLC. Maheu is also involved with Guardian Wealth Management, LLC, where he serves as Managing Member and Insurance Broker. Guardian Investment Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and cash/treasury management. The firm customizes investment programs based on client goals and risk tolerance, using fundamental and technical analysis along with third-party platforms, and provides discretionary oversight of variable and fixed index annuities.

Nicholas Allgeyer is a CFP® affiliated with The Worley Banks Group, LLC, with prior experience working for the Toronto Blue Jays, Philadelphia Phillies, and Houston Astros. His career background includes roles spanning professional baseball organizations and the University of Iowa. He has been with The Worley Banks Group since 2023. The Worley Banks Group, LLC serves individual and high-net-worth clients, as well as brokerage customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios and focuses on asset allocation aligned with client risk tolerance and time horizon, incorporating quarterly reviews and event-driven reassessments.

Peter Harre is a CFA® charterholder with 18 years of industry experience. He has been with Cauble & Harre Wealth Management, Inc. since 2007. The firm is a fee-only wealth management team based in St. Louis, serving individuals, high-net-worth clients, and various institutional entities. Cauble & Harre Wealth Management provides discretionary portfolio management and financial planning, using model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities, with a focus on continuous monitoring and quarterly formal reviews.

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 at MarketRiders with three years of industry experience. Prior to joining MarketRiders, Chen held academic roles at National Sun Yat-sen University and University of Missouri - St. Louis, and has been involved with SogoTrade, Inc. since 2017. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory service. The firm’s investment approach utilizes modern portfolio theory and algorithm-driven portfolio construction using ETFs, offering both discretionary managed accounts and non-discretionary subscription and advice-only arrangements.

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 at Breiter Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Goldman Sachs, State Street Global Advisors, and C2P Capital Advisory Group. In addition to his advisory role, he provides administrative support and insurance services for The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach, using predominantly ETF-based diversified portfolios combined with fundamental and selective technical analysis.

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 designations and has prior experience at Waddell & Reed. In addition to his advisory role, Zitko is the sole owner of The Zitko Law Firm, LLC, a non-investment legal practice he founded in 2016. The Private Family Advisors, LLC serves individual and high-net-worth clients, trustees, and charities with financial planning, portfolio construction, and investment management. The firm uses a Modern Portfolio Theory framework combining active and passive strategies and integrates investment advice with tax and estate planning through a fee-only, bundled service model.

Robert Hofman is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining Hofman Wealth Management, where he has been an advisor since 2026. Hofman Wealth Management offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth clients, pension plans, non-profits, and businesses. The firm uses tax-aware, risk-adjusted asset allocations with both active and passive strategies and provides discretionary portfolio management, including a wrap-fee program and access to third-party manager programs.

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®-designated financial advisor with eight years of industry experience. He is currently with Toberman Becker Wealth, LLC and has previously worked at Hightower, MML Investors Services, Mass Mutual Life Insurance Co, Stifel Nicolaus, and The St. Louis Trust Company. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients, specializing in investors age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based approach, primarily employing passive, low-cost index funds and ETFs, and tailors asset allocation to each client’s needs.

John Horan III is a financial advisor with Bristol Financial LLC in Clayton, MO, holding a Series 66 designation and having 22 years of industry experience. He worked at Merrill from 2002 to 2015 before joining Bristol Wealth Management LLC, where he has been since 2015. Bristol Financial LLC provides portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and business entities. The firm focuses on non-discretionary asset management, employing fundamental analysis and a mix of strategies, and sponsors a wrap fee program that combines portfolio management and transaction costs.

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.