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 a financial advisor at SFC Financial LLC with one year of industry experience. He holds a Series 65 credential and also works as a staff accountant at Swink Coplen & Company, where he prepares tax returns and projections. His background includes four years at Swink Coplen & Company and nine years as a student prior to entering the advisory field. 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 mix of fundamental and technical analysis, asset-allocation techniques, and option strategies, and maintains a close affiliation with the accounting firm Swink Coplen & Company.

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.

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.

Mary Oransky is a CFP® professional with eight years of experience in financial advisory roles. She has been with Laminar Wealth LLC since 2017 and previously worked at Plancorp, LLC from 2014 to 2017. Laminar Wealth LLC provides wealth management services to individuals, high-net-worth clients, and trusts and estates, managing approximately $132 million in client assets. The firm employs a primarily passive investment approach based on Modern Portfolio Theory and the Fama-French three-factor model, using low-cost, diversified ETFs and mutual funds, with an emphasis on diversification, cost control, and tax efficiency.

Jacquelynn Capriano is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation with 10 years of industry experience. She is also a partner and practicing lawyer at Your Estate Matters LLC, an estate planning and elder law firm. 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 employs a long-term, modern portfolio theory-based investment approach and operates mainly in a non-discretionary capacity, coordinating with co-advisors for discretionary management.

Paul Banks is a financial advisor with The Worley Banks Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms, including Commerce Brokerage Services, Edward Jones, and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. The Worley Banks Group serves individual and high-net-worth clients, as well as broker/dealer customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios with firm-level discretion, focusing on asset allocation tailored to client risk tolerance and time horizon.

Charles Nemec is a financial advisor at Wall Street Capital Advisors, LLC, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wall Street Capital Advisors and its predecessor entities since 1983. Wall Street Capital Advisors provides discretionary portfolio management services to individuals, trusts, and pension plans, focusing on stocks, ETFs, and mutual funds. The firm employs an earnings-momentum investment approach that integrates fundamental, relative-strength, and technical analyses, tailoring portfolios to each client's risk tolerance while generally avoiding frequent trading and certain investment strategies like municipal bonds or options speculation.

Stephen Erken is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Maxele Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses. Maxele Advisors provides comprehensive and modular financial planning and discretionary wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and a combination of fundamental and technical analysis to manage investments according to clients’ risk tolerance and time horizon, maintaining ongoing oversight with at least quarterly reviews.

James Evens is a CFP® with 35 years of experience in the financial industry. He has been with Trinity Wealth Advisors since 1997 and Trinity Wealth Securities, LLC since 2001. The firm serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. Trinity Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services that integrate clients’ lifestyle and legacy goals with tailored investment oversight.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years at the firm. Prior to joining Aquilant Advisors, she worked at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering asset management, financial planning, and fiduciary consulting services. The firm uses a mix of analytical approaches to create tailored investment strategies and participates in third-party platforms and wrap programs.

Jared Meese is a financial advisor at Shearwater Capital in Ballwin, MO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shearwater Capital since 2007, following an earlier tenure at Edward Jones starting in 2000. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a long-term, scientifically based investment approach emphasizing broad global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Doyle Gustus is a financial advisor at Cornerstone Select Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Saxony Capital Management, Ridgeway Conger Advisory Services, and Kaiser Wealth Management before joining Cornerstone Select Advisors in 2009. He is also licensed in life and health insurance. Cornerstone Select Advisors provides discretionary asset management and customized portfolio services to individual and high-net-worth clients, as well as trusts, banks, corporations, and other advisers. The firm employs a top-down investment approach focused on value-based metrics combined with a technical trading overlay, continuously monitoring portfolios to align with client objectives and restrictions.

James Matush Jr. is a CFP® with 44 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has been affiliated with Trinity Wealth Securities, LLC since 2000. Outside of his advisory role, he has a longstanding inactive involvement as a user and distributor of healthcare products through Nikken. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. The firm offers comprehensive wealth management, financial planning, and investment oversight, utilizing outside institutional managers within a goals-oriented, structured process.