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.

Kristopher Wallace is a financial advisor at MarketRiders with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. Wallace is involved with the St Louis Investment Club, an investment club with mostly passive participation. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription platform offering portfolio construction tools and recommendations, as well as a managed account service via a wrap-fee program. The firm employs ETF-based portfolio management grounded in modern portfolio theory, utilizing proprietary algorithms reviewed by portfolio managers before execution.

James Evens is a CFP® with 35 years of experience in the financial industry. He has been with Trinity Wealth Advisors since 1997 and Trinity Wealth Securities, LLC since 2001. The firm serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. Trinity Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services that integrate clients’ lifestyle and legacy goals with tailored investment oversight.

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.

James Matush Jr. is a CFP® with 44 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has been affiliated with Trinity Wealth Securities, LLC since 2000. Outside of his advisory role, he has a longstanding inactive involvement as a user and distributor of healthcare products through Nikken. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. The firm offers comprehensive wealth management, financial planning, and investment oversight, utilizing outside institutional managers within a goals-oriented, structured process.

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 in St. Louis, MO, holding a Series 65 designation with four years of industry experience. He is also a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm where he has worked since 1999. SFC Financial LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm manages assets non-discretionarily using a combination of fundamental and technical analysis, asset allocation, and option strategies, and maintains an affiliation with the accounting firm Swink Coplen & Company, P.C.

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.

Eric Steiner is a CFP® with 32 years of industry experience and is currently with Trinity Wealth Advisors LLC in St. Louis, MO. He has been with the Trinity organization since 2001 through its various entities. Steiner has an inactive role receiving residuals from selling annuities in the past. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, and provides retirement plan consulting for businesses. The firm uses a goals-oriented wealth management process that integrates lifestyle and legacy objectives with investment advice and typically implements portfolios through outside institutional managers under its oversight.

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.

Sean Duncan is a financial advisor at Duncan Financial Management, Inc. with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and TD Ameritrade. Duncan Financial Management serves individuals, trusts, estates, business entities, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm manages approximately $25.4 million in discretionary assets and offers customized retirement planning along with ongoing portfolio supervision.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.

Dossie Jennings is a financial advisor with Compass Wealth in St. Louis, MO, holding Series 63, 65, and 66 credentials and one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC and New York Life Insurance Company, as well as at Edward Jones and BJC Healthcare. Jennings also has experience running a business called Shiny Nickels & Dimes from 2020 to 2024. 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, typically employing asset-allocation models that include equities, ETFs, and mutual funds while conducting regular portfolio reviews.