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.

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.

Joseph Anderson is a financial advisor at Forest Park Capital LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Correct Capital Wealth Management and Integrity Advisory Solutions. Anderson is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis, technical/charting techniques, and modern portfolio theory to manage portfolios, often employing long-term strategies and options when appropriate.

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.

Kristopher Wallace is a financial advisor at MarketRiders with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. In addition to his advisory role, he is involved with the St Louis Investment Club, an investment club where he has a primarily passive role. MarketRiders serves individual and high-net-worth investors, small business owners, and legal entities through a subscription-based online platform and managed advisory services. The firm utilizes algorithm-driven ETF portfolio construction based on modern portfolio theory, offering both discretionary and non-discretionary account options.

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.

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.

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.

Cherish Grey is a financial advisor at Breiter Wealth Management, LLC in St. Louis, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Breiter Wealth Management, she worked at Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of her advisory role, she provides insurance, annuity solutions, and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management for individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with fundamental and technical analysis to guide portfolio construction and tactical adjustments.

Michael Brady is a CFP® professional with 12 years of industry experience. He is currently a financial advisor at Brady Family Wealth, LLC, where he has worked since 2023, following seven years at Wells Fargo Clearing. In addition to his advisory role, Brady serves on a high school advancement committee focused on promoting the school and fundraising. 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 fiduciary and non-fiduciary plan sponsor services. The firm employs a fee-only, percentage-of-assets approach and offers tax-aware, risk-adjusted portfolios combining active and passive strategies, including a wrap fee program alongside standard asset-based management.

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.