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.

Arielle Tucker is a CFP® professional based in St. Louis, MO, with five years of industry experience. She has worked at Mindful Wealth and its predecessor entities since 2022, as well as White Lighthouse Investment Management Inc, Taxfix, GmbH, and Intuit. Outside of her advisory role, she produces educational content 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 financial planning services, emphasizing a primarily passive investment approach using diversified portfolios of index funds and ETFs. The firm is noted for its focus on cross-border and international planning, supporting globally mobile clients through a concentrated, planner-driven service model.

Jacob Potter is a financial advisor at SFC Financial LLC with four years of industry experience. He holds a Series 65 designation and has served as a shareholder and director of tax at the CPA firm Swink Coplen & Company PC since 1999. 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, combining fundamental and technical analysis with asset allocation strategies.

Casey Hunt is a CFP® professional with 29 years of experience, currently serving at St. Louis Financial Planners Inc. since 1997. He holds ownership interests in both St. Louis Financial Planners Inc. and its affiliated asset management firm. St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individual clients and plan sponsors, focusing on retirement, tax, estate, and college planning, as well as risk management. The firm emphasizes detailed written financial plans and ongoing account monitoring, with portfolio strategies that utilize technical analysis, individual equities, and exchange-traded funds.

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.

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 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.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.

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.

Nathan Burke is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is currently with Syntegra Private Wealth Group LLC in Chesterfield, MO, where he has worked since 2019. Burke also holds a role as a client service specialist at Osaic Wealth, Inc. since mid-2024. Syntegra Private Wealth Group LLC provides investment advisory and financial planning services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs discretionary portfolio management using firm-developed model portfolios and a mix of quantitative and fundamental investment techniques.

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.

John Girault is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His career includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, Fefa Asset Management, LLC, and LaPorte CPAs & Business Advisors. He is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, focusing on equities and ETFs and tailoring model allocations to client risk profiles.

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.

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.