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® with 25 years of industry experience. He is a principal at Brady Family Wealth, LLC in Saint Louis, where he has worked since 2021, and he previously spent 17 years at Wells Fargo Advisors LLC. He serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves individuals, families, foundations, pension and profit-sharing plans, trusts, estates, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm employs a fee-only model and offers both discretionary and non-discretionary portfolio management with a focus on tax-aware, risk-adjusted asset allocation.

Michael McCartney is a financial advisor at McCartney Wealth Management LLC in Saint Louis, MO, holding a Series 65 credential with 17 years of industry experience. He has led McCartney Wealth Management since 2010. McCartney is also licensed as an attorney in Missouri and occasionally provides legal assistance to acquaintances in compliance with ethical and legal requirements. McCartney Wealth Management offers discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as some qualified retirement plans. The firm follows a fee-only model and emphasizes an investment approach based on academic research and Modern Portfolio Theory, utilizing low-cost, passive index funds, systematic diversification, and tax efficiency.

Timothy O'Neal is a financial advisor at Archway Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for 15 years. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in its investment process, managing approximately $313 million in assets across about 200 client relationships, and offers a proprietary wrap fee program alongside institutional custody and trading support.

William Freund is a financial advisor at Freund & Co Investment Advisors, L.C. with over 50 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Outside of his advisory work, he also operates as an independent insurance agent. Freund & Co. Investment Advisors provides financial planning, portfolio design, and ongoing monitoring for individuals and both for-profit and nonprofit entities. The firm serves a small client base with a focus on non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and offers retirement plan consulting including ERISA fiduciary services.

Sherri Frank Weintrop is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Management Advisors, Inc. in St. Louis, MO. She has worked at this firm since 1998, following a previous 28-year tenure at Royal Alliance Associates, Inc. Outside of her advisory role, she is active in nonprofit and community organizations, including co-chairing fundraising efforts at Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platforms, working primarily in a non-discretionary capacity and combining fundamental and technical analysis across a range of investment strategies.

Brett Parker is a CFP® professional with 26 years of industry experience. He has been with Aquilant Advisors since 2019 and previously worked at Royal Alliance Associates and Premier Financial Partners, LLC. Parker is also a registered representative with Cambridge Investment Research. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, providing asset management, financial planning, and fiduciary consulting services. The firm uses a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policy statements to client needs, integrating outside strategists and third-party platforms in its management approach.

John McKinley is a CFP® professional with over 21 years of experience in the financial services industry. He has worked at Fortify Wealth, Inc. since 2018 and previously held roles at Kestra Advisory Services, LLC, Kestra Investment Services, Inc., and Financial Resources of St. Louis. He also serves as vice-president of McKinley Financial Resources, Inc., where he advises clients on insurance needs and coverage options. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm offers discretionary asset management, financial planning, fiduciary ERISA plan services, and conducts educational seminars, using a proprietary research methodology to build portfolios with disciplined rebalancing and manager due diligence.

Jason Loyd is a financial advisor with J. Loyd Capital Management, LLC in Clayton, MO. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Loyd has been with J. Loyd Capital Management since 2014. J. Loyd Capital Management provides discretionary investment management to individuals and high net-worth clients, creating tailored portfolios based on client objectives, time horizons, and liquidity needs. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to guide asset allocation and security selection and employs derivatives and leverage strategies in separately managed accounts.

Jacob Gall is a financial advisor at Modern Dollar Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Collop Capital and Laure Financial. Outside of advisory roles, Gall has been involved with Stratman Sports since 2018. Modern Dollar Planning, LLC provides financial planning and discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified, low-cost portfolios tailored to client objectives and risk tolerance.

Stephen Rhodes is a CFP® with 22 years of industry experience, currently serving at Signify Wealth LLC since 2015. He has also been involved with Signify Business Management LLC and Signify University LLC, overseeing operations at both entities. Outside of his advisory role, Rhodes owns Katalysis Ventures LLC, a holding company for his personal private investments, and he is the owner of Talent Commerce Summit, a non-investment related business. Signify Wealth is a small team advisory firm managing approximately $284 million across 115 client relationships. The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and privately held small businesses, utilizing a mix of internal management and third-party solutions, including private pooled investment vehicles and cryptoasset planning.

Robert Rafael is a financial advisor with MRM Group in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with MRM Asset Allocation Group, Inc. since 1988. MRM Group primarily serves individual investors — including high-net-worth individuals, IRAs, trusts, estates, charitable organizations, and business entities — through discretionary asset management and sub-advisory arrangements. The firm utilizes a quantitative, rules-based investment approach across three strategies focused on U.S. equities, ETFs, and mutual funds, and manages model portfolios for third-party platforms and a Morgan Stanley IMS wrap-fee program.

Ryan Bowman is a CFP® professional with seven years of experience in financial advisory roles. He is currently the sole advisor at Maxele Advisors, LLC in Webster Groves, MO. His prior experience includes positions at firms such as Aspen Wealth Strategies, Raymond James Financial Services Advisors, and Mariner Wealth Advisors. Maxele Advisors provides financial planning and wealth management services to individual investors, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model portfolios and a combination of fundamental and technical analysis to guide investment decisions, managing approximately $201.6 million in discretionary assets while serving a large client base through model-based strategies and custodial technology.

Terry Bommer is a financial advisor at Fiduciary Tactical Strategies, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fiduciary Tactical Strategies since 1992, as well as Cutter & Company, Inc. from 1992 to 2015. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, family businesses, and charitable organizations. The firm uses a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily employing no-load index mutual funds and ETFs, and offers discretionary portfolio management along with referrals to independent money managers when specialist strategies are appropriate.

Jason Woods is a Certified Financial Planner® with 24 years of industry experience. He has been with Dew Wealth Strategies, LLC since 2002. The firm has two advisors and is based in Clayton, Missouri. Dew Wealth Strategies, LLC provides discretionary investment management, written 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 uses a range of investment strategies including fundamental and technical analysis, option strategies, and alternative investments.

Walter Klein IV is an advisor with SFC Financial LLC, holding a Series 65 credential and one year of industry experience. He also works as a staff accountant at Swink Coplen & Company, preparing tax returns and projections. SFC Financial, LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers individualized portfolio supervision on a non-discretionary basis and comprehensive financial planning, utilizing fundamental and technical analysis as well as asset allocation strategies.

Keith Harris is a financial advisor with BCD Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and totaling 14 years of industry experience. He has worked at Beacon Capital Distributors Advisors since 2016 and is also involved with Drip LLC, a real estate investment business he founded in 2017. Outside of finance, Harris is a partner in Jagged Edge Sports, a firm providing core training for athletes, and serves as President of Inside The Jersey, an organization focused on college planning tools for student-athletes. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, and access to third-party money managers, tailoring investment strategies to client objectives and risk tolerance through asset allocation, fundamental analysis, and Modern Portfolio Theory.

Wayne Botz is a financial advisor at LCI Advisors with 30 years of industry experience. He has been with LCI Advisors since 2008 and holds Series 63 and Series 65 licenses. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process supplemented by distinct strategies including a focused growth sleeve and a discovery portfolio that combines value and technical analysis.

Richard Connor is a financial advisor at MarketRiders with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Wells Fargo Clearing Services, and Scottrade. He also supervises investment adviser representatives at MarketRiders, an affiliate of SogoTrade. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and a managed advisory wrap-fee program. The firm employs an investment approach based on modern portfolio theory and algorithm-driven ETF portfolio construction, offering both discretionary and non-discretionary management options.

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.