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.

Keith Harris is a financial advisor with BCD Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and totaling 14 years of industry experience. He has worked at Beacon Capital Distributors Advisors since 2016 and is also involved with Drip LLC, a real estate investment business he founded in 2017. Outside of finance, Harris is a partner in Jagged Edge Sports, a firm providing core training for athletes, and serves as President of Inside The Jersey, an organization focused on college planning tools for student-athletes. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, and access to third-party money managers, tailoring investment strategies to client objectives and risk tolerance through asset allocation, fundamental analysis, and Modern Portfolio Theory.

Richard Connor is a financial advisor at MarketRiders with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Wells Fargo Clearing Services, and Scottrade. He also supervises investment adviser representatives at MarketRiders, an affiliate of SogoTrade. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory wrap-fee program. The firm employs an investment approach based on modern portfolio theory and algorithm-driven ETF portfolio construction, offering both discretionary and non-discretionary management options.

Joseph Anderson is a financial advisor at Forest Park Capital LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Correct Capital Wealth Management and Integrity Advisory Solutions. Anderson is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis, technical/charting techniques, and modern portfolio theory to manage portfolios, often employing long-term strategies and options when appropriate.

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.

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.

Paul Banks is a financial advisor with The Worley Banks Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms, including Commerce Brokerage Services, Edward Jones, and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. The Worley Banks Group serves individual and high-net-worth clients, as well as broker/dealer customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios with firm-level discretion, focusing on asset allocation tailored to client risk tolerance and time horizon.

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 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. In addition to his advisory role, he is involved with the St Louis Investment Club, an investment club where he has a primarily passive role. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and managed advisory services. The firm utilizes algorithm-driven ETF portfolio construction based on modern portfolio theory, offering both discretionary and non-discretionary account options.

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.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years at the firm. Prior to joining Aquilant Advisors, she worked at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering asset management, financial planning, and fiduciary consulting services. The firm uses a mix of analytical approaches to create tailored investment strategies and participates in third-party platforms and wrap programs.

Jared Meese is a financial advisor at Shearwater Capital in Ballwin, MO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shearwater Capital since 2007, following an earlier tenure at Edward Jones starting in 2000. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a long-term, scientifically based investment approach emphasizing broad global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Doyle Gustus is a financial advisor at Cornerstone Select Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Saxony Capital Management, Ridgeway Conger Advisory Services, and Kaiser Wealth Management before joining Cornerstone Select Advisors in 2009. He is also licensed in life and health insurance. Cornerstone Select Advisors provides discretionary asset management and customized portfolio services to individual and high-net-worth clients, as well as trusts, banks, corporations, and other advisers. The firm employs a top-down investment approach focused on value-based metrics combined with a technical trading overlay, continuously monitoring portfolios to align with client objectives and restrictions.

Cherish Grey is a financial advisor at Breiter Wealth Management, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Breiter Wealth Management, she worked at Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of her advisory role, she provides insurance, annuity solutions, and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management for individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with fundamental and technical analysis to guide portfolio construction and tactical adjustments.

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.

Joseph Scherer Jr. is a financial advisor at W. Swartz & Co., LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and CitiGroup. Outside of his advisory role, he is involved with EGIS FINANCIAL, where he sells FDIC-insured cash account products and manages a sales team, and he also conducts insurance sales for various companies. W. Swartz & Co., LLC provides discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and business entities. The firm uses fundamental analysis and a long-term purchase orientation in its investment decisions, customizing accounts based on client restrictions and offering regular reviews and market update communications.

Jacob Potter is a financial advisor at SFC Financial LLC with four years of industry experience. He holds a Series 65 designation and has served as a shareholder and director of tax at the CPA firm Swink Coplen & Company PC since 1999. 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, combining fundamental and technical analysis with asset allocation strategies.

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.

Casey Hunt is a CFP® professional with 29 years of experience, currently serving at St. Louis Financial Planners Inc. since 1997. He holds ownership interests in both St. Louis Financial Planners Inc. and its affiliated asset management firm. St. Louis Financial Planners, Inc. provides 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 detailed written financial plans and ongoing account monitoring, with portfolio strategies that utilize technical analysis, individual equities, and exchange-traded funds.

Logan Eckhardt is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has been with Your Wealth Matters LLC since 2017 and has operated Your Estate Matters, L.L.C. since 2013. Your Wealth Matters LLC 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, along with comprehensive financial planning services. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing manager due diligence and portfolio reviews to ensure alignment with client objectives.