Holden Clendaniel is a financial advisor at 360 Ira with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Inc. from 2019 to 2023. Clendaniel also dedicates part of his time to insurance sales and services in St. Charles, MO. 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 uses fundamental and technical analysis, periodic account reviews, and third-party managers as part of its investment approach.

Casey Hunt is a CFP® certificant with 28 years of industry experience, affiliated with St. Louis Financial Planners Inc. He has been with St. Louis Financial Planners Asset Management LLC and St. Louis Financial Planners, Inc. since 1997. Hunt is also a partial owner of both entities and assists clients with registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides financial planning and advisory services to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes written financial plans and ongoing account monitoring, with portfolio strategies that primarily use technical analysis, individual equities, and exchange-traded funds.

Matthew Renaud Jr. is a Series 65-licensed financial advisor with Renaud & Company, LLC in O'Fallon, MO. He has four years with Renaud & Company and a total of two years of industry experience. Renaud & Company, L.L.C. is an SEC-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm employs an actively managed approach based on client objectives and risk tolerances, using research across equities, municipal and government securities, and mutual funds.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.

Zachary Thomas is a financial advisor at Vista Finance, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vista Finance, he worked at MassMutual NorthWest and spent several years employed at Chick-fil-A. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, using a fiduciary, client-driven process that incorporates both qualitative and quantitative analysis across a broad range of asset classes.

Dossie Jennings is a financial advisor with Compass Wealth in St. Louis, MO, holding Series 65, Series 66, and Series 63 licenses and one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC, New York Life Insurance Company, Shiny Nickels & Dimes, Edward Jones, and BJC Healthcare. Compass Retirement Group, LLC, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models and third-party managers to manage portfolios on a discretionary basis.

John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.

Nathan Burke is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Syntegra Private Wealth Group LLC in Chesterfield, MO, where he has worked since 2019. Burke also holds a role as a client service specialist at Osaic Wealth, Inc. since mid-2024. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management using firm-developed model portfolios and a mix of quantitative and fundamental investment techniques.

Michael Quigley is a CFA® charterholder with 19 years of industry experience. He has been with Wedgewood Partners, Inc. since 2002. The firm provides discretionary portfolio management focused on large-cap growth investments for high-net-worth individuals, institutional clients, and registered investment companies. Wedgewood employs a concentrated, owner-oriented investment approach, typically holding about 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Travis Grasser is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining RBF Wealth Advisors, he worked at Private Client Services and Triad Advisors. He serves on the young professionals board of the Special Olympics of Missouri. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach consistent with modern portfolio theory and conducts routine portfolio supervision and formal reviews.

Christopher Ferrara is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include 16 years at MFS Fund Distributors, Inc. He also teaches financial classes on retirement planning through the Council of Financial Educators, a nonprofit organization. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, including high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach focuses on asset allocation across equities, ETFs, and mutual funds, using fundamental, quantitative, and technical analysis supplemented by model portfolios and third-party managers.

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.

Kevin Clark is a CFP® certified financial advisor with 26 years of industry experience, currently serving as Vice President at Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999. Outside of his financial advisory work, Clark operates as a scoreboard operator for the St. Louis Cardinals baseball team during the season and serves as Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, operating as Gardius Wealth Advisors, manages approximately $499 million for individual and institutional clients. The firm provides comprehensive financial planning and portfolio management using mutual funds, ETFs, and individual equities, combining fee-based management with insurance brokerage and employing a tactical investment approach that includes charting and technical analysis.

John Linton is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Mosaic Family Wealth Partners and Moneta Group Investment Advisors. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and other advisory services. The firm employs a customized, primarily long-term fiduciary approach that incorporates fundamental analysis and may involve tactical reallocations, option strategies, or hedging.

Mark Johnson is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Roman, Butler, Fullerton & Co since 2013 and previously worked at Triad Advisors, Inc. Johnson is also involved as vice president and board member of the Gateway Area Chapter of Safari Club International. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine supervision and formal quarterly reviews.

Blake Clynes is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with RBF Wealth Advisors in St. Louis, MO, and has prior experience at AMERIPRISE FINANCIAL SERVICES, LLC and Essilor of America. Outside of his advisory role, Blake provides financial planning services to emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach guided by modern portfolio theory and incorporates both fundamental and technical analysis in portfolio construction.

Michelle Brown is a CFP® with 24 years of experience in financial advising. She has been with Mosaic Wealth since 2015, including its predecessor entities, and previously worked at Purshe Kaplan Sterling Investments. Brown serves as a board member for both the All Saints School and the Fellowship of Christian Athletes in the Greater St. Louis area. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term fiduciary approach, utilizing fundamental analysis and a variety of investment vehicles, while offering account oversight and access to third-party cash-management and credit solutions.

Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Robert Hines is a CFP® at Droms Strauss Wealth Management in St. Louis, MO, with 19 years of experience at the firm. He is part of a six-advisor team serving a range of clients including high-net-worth individuals, trusts, and charitable organizations. Droms Strauss Wealth Management manages approximately $730 million and provides customized investment management and financial planning services. The firm emphasizes asset allocation within a modern portfolio theory framework and integrates investment advice with accounting services through a founding principal who is a practicing CPA.

Amy Baker is a financial advisor at Meramec Financial Planners, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Clayton Financial Group, LLC, NBT Bancorp, and RPS Benefits. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm uses both discretionary and non-discretionary management, applying fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerances.