Logan Eckhardt is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has been with Your Wealth Matters LLC since 2017 and has operated Your Estate Matters, L.L.C. since 2013. Your Wealth Matters LLC 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, along with comprehensive financial planning services. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing manager due diligence and portfolio reviews to ensure alignment with client objectives.

Sean Duncan is a financial advisor at Duncan Financial Management, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Wells Fargo Clearing and TD Ameritrade prior to joining Duncan Financial Management. Duncan Financial Management serves individuals, trusts and estates, business entities, and company retirement plans by providing discretionary investment management and comprehensive financial planning services. The firm manages about $25.4 million in assets and offers customized retirement planning, ongoing asset supervision, and educational seminars.

Derrick Frost is a financial advisor at Profusion Private Wealth in St. Louis, MO, with 16 years of industry experience. He holds a Series 66 designation and has worked at Profusion Financial, Inc. since 2013 after roles at Wells Fargo Clearing and Fulcrum Advisory Services. He is a member of Profusion Private Asset Fund, LLC. Profusion Private Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and manages pooled investment vehicles. The firm offers an integrated family-office suite covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt oversight, with investment strategies that include both long- and short-term approaches and the use of derivatives and leveraged strategies.

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.

Colby Sherman is a financial advisor with Archford Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fidelity Investments, Allstate Insurance Co, and Columbia Management Investment Distributors Inc, along with eight years of service in the Army National Guard. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a range of investment vehicles and provides specialized services such as charitable giving programs and trustee-related support.

Dossie Jennings is a financial advisor at Compass Wealth in St. Louis, MO, holding Series 65, 66, and 63 licenses with one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC and New York Life Insurance Company, with earlier roles at Edward Jones and BJC Healthcare. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and incorporates independent model managers and options overlays as part of its investment process.

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.

Alexander Hoover is a financial advisor at Precision Wealth Strategies, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, and Legends Financial Services Group. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, trusts, estates, private foundations, and retirement plans. The firm uses a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and offers specialized services for qualified retirement plans, including fiduciary support and plan consulting.

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.

Brian Landzaat is a financial advisor at Vista Finance, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for The Private Bank/CIBC for 15 years. Landzaat also serves as Chief Fiduciary Officer at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.

John Linton is a financial advisor at Mosaic Wealth in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Mosaic Family Wealth Partners and Moneta Group Investment Advisors. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and other advisory services. The firm employs a customized, primarily long-term fiduciary approach that incorporates fundamental analysis and may involve tactical reallocations, option strategies, or hedging.

Christopher Bettonville is a financial advisor at Claris Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 11 years of industry experience. He has been with Claris Advisors since 2015. Claris Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and qualified plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using diversified, no-load mutual funds and model portfolios.

Mark Johnson is a financial advisor with RBF Wealth Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Roman, Butler, Fullerton & Co since 2013 and previously worked at Triad Advisors, Inc. Johnson is also involved as vice president and board member of the Gateway Area Chapter of Safari Club International. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine supervision and formal quarterly reviews.

Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.

Blake Clynes is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with RBF Wealth Advisors in St. Louis, MO, where he has worked since 2023, previously spending two years at Ameriprise. Outside of his primary role, he provides financial planning services to emerging healthcare professionals through StudentLoansRX. RBF Wealth Advisors offers personalized, fee-based investment management and financial planning to individuals, profit-sharing plans, trusts, charitable organizations, and businesses. The firm manages approximately $716 million in discretionary assets and employs diversified portfolios consistent with modern portfolio theory, conducting periodic reviews and utilizing both fundamental and technical analysis.

Tess Butler is a financial advisor at Severin Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Severin Investments in two periods, from 2016 to 2019 and from 2022 to the present. Between these tenures, she was employed at Washington University School of Law for three years. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios, retirement advisory, 401(k) consulting, financial planning, estate-planning support, and a wrap-fee program tailored to its clients.

Michelle Brown is a CFP® with 24 years of experience in financial advising. She has been with Mosaic Wealth since 2015, including its predecessor entities, and previously worked at Purshe Kaplan Sterling Investments. Brown serves as a board member for both the All Saints School and the Fellowship of Christian Athletes in the Greater St. Louis area. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term fiduciary approach, utilizing fundamental analysis and a variety of investment vehicles, while offering account oversight and access to third-party cash-management and credit solutions.

Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Sean Toohey is a financial advisor at Alpine Private Wealth in Saint Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a sub-adviser model to build client portfolios and offers discretionary investment supervisory services, consulting, and family-office support.