John Rhodes is a CFP® professional with five years of industry experience. He is currently with Belmont Private Wealth and previously worked with Krilogy Financial and Moneta Group Investment Advisors. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm focuses on asset allocation and Modern Portfolio Theory, favoring passive investment strategies using index mutual funds and ETFs.

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.

Anthony Maheu is a financial advisor with Guardian Investment Management, LLC in St. Louis, MO, holding a Series 65 credential and 11 years of industry experience. He has been associated with multiple Guardian entities since 2012 and has experience in both investment management and insurance brokerage. Maheu’s other business activities include managing member and insurance broker roles at Guardian Wealth Management, LLC. Guardian Investment Management, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm offers tailored investment programs based on clients’ objectives and risk profiles, utilizing both fundamental and technical analysis, and delivers financial plans within a stated 180-day timeframe.

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.

Nicole Graul is a Series 65-licensed financial advisor with Thousand Wealth Management in Chesterfield, MO, with seven years of industry experience. She is also a CPA and Partner at Thousand CPA Services, where she devotes the majority of her time. Graul has been with Thousand Wealth Management since 2018 and has been involved with Thousand CPA Services since 2009. Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and oversight of held-away accounts to individuals, trusts, small businesses, and pension plans. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while offering both stand-alone planning and ongoing portfolio management.

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.

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.

Matthew Ott is a financial advisor with Thousand Wealth Management and holds a Series 65 designation. He has seven years of industry experience and previously worked at Martz and Wilson LLP for 13 years. Ott is also a CPA and partner at Thousand CPA Services, where he provides accounting and tax preparation services. Thousand Wealth Management offers financial planning, discretionary investment management, retirement plan consulting, and investment oversight to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while providing discretionary management where authorized.

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.