Benjamin Weiss is a financial advisor with Daytona Street Capital in Saint Louis, MO, holding a Series 65 designation and six years of industry experience. Prior to joining Daytona Street Capital in 2021, he worked at Eidelman Virant Capital and 8th & Jackson. He is the sole member and manager of several entities related to 8th & Jackson Partners, L.P., a private pooled investment vehicle. Daytona Street Capital is an SEC-registered investment adviser managing approximately $161.4 million for individuals, trusts, charitable organizations, and business entities. The firm employs a concentrated equity strategy focused on long-term outperformance of the S&P 500 and offers customized portfolios alongside a global diversified approach using ETFs and mutual funds.

Scott Humphrey is a financial advisor with Holistic Finance LLC in St. Louis, MO, holding the Series 63 and Series 66 designations and two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. Humphrey is also involved in licensed insurance sales and services as part of his role at Holistic Finance. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and ERISA 3(21) retirement plan advisory services. The firm’s investment approach incorporates fundamental analysis and client-specific objectives, offering a range of strategies from long-term holdings to trading and private placements, combined with integrated financial planning and portfolio monitoring.

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.

Michael Brady is a financial advisor with Brady Family Wealth, LLC in Saint Louis, MO, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, previously working at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2023. Outside of his advisory role, he serves on a high school advancement committee focused on fundraising and school promotion. Brady Family Wealth serves individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary portfolio management with tax-aware, risk-adjusted asset allocations, combining active and passive strategies across various asset classes.

Mindful Wealth is an independent financial planning and investment advisory firm dedicated to helping individuals and families navigate financial complexity with clarity, confidence, and intention. We believe that financial planning is not simply about managing money; it is about helping people live meaningful lives aligned with their values, goals, and evolving circumstances. Money touches every aspect of life: career decisions, family relationships, health, geography, opportunity, and legacy. Yet traditional financial advice often focuses narrowly on investments or isolated transactions. At Mindful Wealth, we take a different approach. We view financial planning as an integrated, ongoing process that connects every financial decision to the broader story of a person’s life. Our work begins not with markets or products, but with people. We partner with clients during moments of transition, growth, uncertainty, and reinvention to help them make thoughtful financial decisions in an increasingly complex world.

Craig Toberman is a Partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses. Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews. Craig lives in the greater St. Louis area with his wife, Ally and sons, Hank and Dean. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.

David Apted is a financial advisor with Bristol Financial LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He joined Bristol Financial in 2018 after working at Forest Securities Inc. Apted is the managing member of David M. Apted, LLC, an RIA applicant in Missouri, and is also a licensed insurance agent who occasionally offers insurance products to clients. Bristol Financial LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm operates primarily on a non-discretionary basis, manages $84 million in assets, and employs a mix of investment strategies including long-term equity positions, short sales, and options.

David Eidelman is a CFA® charterholder with 25 years of industry experience. He is currently with Daytona Street Capital, where he has worked since 2023, following a 41-year tenure at Eidelman Virant Capital. The firm provides discretionary portfolio management services to a select group of clients, including individuals, retirement accounts, trusts, charitable organizations, and business entities. Daytona Street Capital employs a concentrated core equity strategy focused on long-term outperformance of the S&P 500, combined with ETF-based allocation strategies for broader diversification and customization.

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.

Arielle Tucker is a CFP® professional with five years of industry experience, currently serving as an advisor at Mindful Wealth. Her background includes roles at Connected Financial Planning, White Lighthouse Investment Management, Taxfix, and Intuit. In addition to her advisory work, she produces educational podcast and video content focused on cross-border financial topics and provides tax preparation and consulting services as an Enrolled Agent. Mindful Wealth serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning services. The firm emphasizes a primarily passive investment approach using diversified portfolios of index funds and ETFs, and has specialized expertise in cross-border and international financial planning.

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.

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2016. He holds the Series 65 designation and works from O'Fallon, Illinois. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $457.8 million for a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of actively managed and passive funds guided by fundamental and technical analysis with a long-term, dollar-cost-averaging approach.

Michael Holtz is a CFP® professional at Toberman Becker Wealth, LLC with approximately five years of experience in financial advisory roles. His prior experience includes positions at Matter Family Office and Mariner Wealth Advisors. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily for individuals age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based investment approach focused on passive, low-cost index funds and ETFs, with some selective active management, and offers financial plans at no additional fee.

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.

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

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.

Derrick Frost is a financial advisor at Profusion Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Investment Group, Inc. from 2014 to 2016. Frost is a member of Profusion Private Asset Fund, LLC and Profusion Laclede Condos, LLC. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm uses technical analysis and a variety of trading strategies while managing both discretionary and non-discretionary accounts, and it sponsors and advises pooled investment vehicles.

Gregory Drozda is a financial advisor at Profusion Financial with 11 years of industry experience. He holds a Series 65 designation and previously worked for Equis Group LLC for 18 years. Outside of advising, he consults on strategy and business development for a local St. Louis coffee company. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm employs technical analysis and a variety of trading strategies, managing both discretionary and non-discretionary portfolios while also sponsoring private pooled investment vehicles.