Cherish Grey is a financial advisor at Breiter Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience with Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of her advisory role, she provides insurance and non-legal estate planning administrative services. Breiter Wealth Management offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs diversified ETF-based model portfolios guided by Modern Portfolio Theory and fundamental analysis, managing approximately $72 million in client assets.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.

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 12 years of industry experience. He holds a 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, manages a sales team, and conducts insurance sales. W. Swartz & Co., LLC offers discretionary and non-discretionary portfolio management, investment counseling, and financial planning to individuals, high-net-worth clients, and businesses. The firm focuses on fundamental analysis and long-term investment strategies, customizing accounts to client restrictions and maintaining regular reviews and 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.

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.

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.

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.

Logan Eckhardt is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and eight years of industry experience. He has been with Your Wealth Matters LLC since 2017 and is also affiliated with Your Estate Matters, L.L.C. since 2013. 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’s investment approach is based on modern portfolio theory and long-term trading, with an emphasis on manager due diligence and portfolio reviews, generally operating in a non-discretionary capacity and utilizing co-advisor arrangements for discretionary management.

Sean Duncan is a financial advisor with Duncan Financial Management, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Wells Fargo Clearing and TD Ameritrade prior to joining Duncan Financial Management. Duncan Financial Management serves individuals, trusts, estates, business entities, and company retirement plans with discretionary investment management and comprehensive financial planning. The firm manages approximately $25.4 million in discretionary assets and offers customized retirement planning, asset allocation across various securities, and educational resources such as newsletters and seminars.

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.

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.

John Girault is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His career includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, Fefa Asset Management, LLC, and LaPorte CPAs & Business Advisors. He is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, focusing on equities and ETFs and tailoring model allocations to client risk profiles.

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.