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 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 with The Private Family Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at Waddell & Reed from 1999 to 2003 and has been the sole owner of The Zitko Law Firm, LLC since 2016. The Private Family Advisors, LLC provides financial planning, portfolio construction, and investment management services primarily for individual and high-net-worth clients, trustees, and charities. The firm integrates investment advice with tax and estate planning, operating on a fee-only basis and using a Modern Portfolio Theory framework that combines active and passive strategies.

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.

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of his advisory role, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios and offers tailored Investment Policy Statements without account minimums.

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.

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.

James Hofman is a CFP® with 13 years of experience in the financial services industry. He is currently with Hofman Wealth Management, where he has worked since 2026. Prior to this, he held positions at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Hofman Wealth Management provides wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth investors, pension and profit-sharing plans, non-profits, and businesses. The firm offers discretionary portfolio management as well as wrap-fee and third-party manager programs, focusing on tax-aware, risk-adjusted asset allocation using both active and passive strategies.

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 17 years of industry experience. He holds a Series 65 designation and has been associated with Lindenwood University since 1999. Wall Street Capital Advisors provides discretionary investment advisory services to individuals, trusts, and pension plans, focusing on portfolio management of stocks, ETFs, and mutual funds through an earnings-momentum investment strategy. The firm serves a limited client base with customized portfolios tailored to risk tolerance and employs performance-based compensation for qualified clients.

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.