Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Brendon Sutherland is a financial advisor at Percipient Advisors LLC with a Series 65 credential and six years of industry experience. Prior to joining Percipient Advisors in 2026, he was self-employed from 2020 to 2026 and worked at Saint Louis University from 2016 to 2020. Percipient Advisors LLC is a registered investment adviser offering discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm provides two primary investment strategies: an Active Swing Trading approach focused on a concentrated basket of high-volatility securities and a Passive Asset Allocation strategy using broad-based equity and fixed-income ETFs.

Daniel Heffernan is the principal of Heffernan & Associates, Inc. in St. Louis, MO, holding the CFP® designation and Series 63 license with 28 years of industry experience. He has been with Heffernan & Associates since 1985. Heffernan is also licensed as a life insurance agent for fixed annuities with Jackson National Life Insurance Company and AssetMark Trust Company. Heffernan & Associates provides investment advice and financial counseling to individuals, families, and related entities, managing approximately $17.12 million in client assets as of December 31, 2024. The firm employs a fundamental, long-term investment approach with a focus on macroeconomic assessment, credit analysis, and valuation, operating primarily on a non-discretionary basis with ongoing consultation and financial planning services.

John Gower is the sole advisor at John C. Gower, CFP, EA, an independent financial advisory firm. He holds the CFP® and Series 65 designations and has eight years of industry experience, with over 30 years at his current firm. In addition to financial planning, he provides tax preparation services as part of his business. The firm offers fee-only financial planning and investment advisory services primarily to individuals and families, as well as small businesses, trusts, and retirement plans. It manages approximately $42 million in client assets and emphasizes asset allocation, diversification, tax management, and risk control using no-load mutual funds, ETFs, individual securities, REITs, and CDs.

Charles Heisner is a CFP® and Series 65-registered financial advisor with 24 years of industry experience. He is the principal of Heisner Financial, LLC, an independent firm he founded in 2001 in St. Louis, MO. Heisner maintains an active CPA license, which he uses to supplement his financial advisory services. Heisner Financial, LLC provides personal financial planning and investment advisory services to individuals, trusts, and select business clients, integrating tax, bookkeeping, and business consulting with investment advice. The firm manages approximately $37 million in client assets on a non-discretionary basis and offers both ongoing and hourly consulting engagements.

Joseph Darpel III is a CFP® professional with 32 years of industry experience. He is the principal advisor at Smart Steps Wealth Management LLC in St. Louis, MO, having previously worked at Gunpowder Capital Management, Hayden Royal, and Raymond James Financial. He is also president of Jos F Darpel Investment Co., a non-investment-related support company. Smart Steps Wealth Management LLC provides investment advisory and planning services to individuals, trusts, estates, corporations, and employer retirement plans. The firm manages discretionary portfolios using a variety of analytical methods and serves both retail and institutional clients, including pension and profit-sharing plans.

Alexandra Heck is a financial advisor at Herzog Financial Group, LLC in Saint Louis, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Herzog Financial Group since 2015. Herzog Financial Group provides financial planning and wealth management services to individuals, families, small business owners, and retirees. The firm employs a strategic asset allocation approach combined with active selection of mutual funds, ETFs, equities, and investment-grade bonds, managing approximately $48 million in assets for around 87 clients.

Terrance Davis is the sole advisor at Terrance P Davis CPA/PFS in St. Louis, MO, holding the PFS™ designation and Series 65 license with six years of industry experience. He has been practicing under his firm name since 1990. In addition to financial advisory services, he provides part-time tax preparation during the tax season. Terrance P. Davis CPA/PFS offers fee-only comprehensive financial planning and investment advisory services primarily to individuals and small business owners, focusing on pre-retirees and retirees. The firm integrates income, estate, and gift tax consultation with a systematic planning process that emphasizes modern portfolio theory, asset allocation, and low-cost index or passively managed funds.

Jay Peters is a CFP® and ChFC® affiliated with AECH Financial, an independent advisory firm, with 11 years of industry experience. He previously worked at Cetera and MSMF Wealth Management from 2016 to 2025. Outside of advising, Peters serves as an elected board member of a homeowners association and is involved in consulting and networking roles in real estate and referral partnerships. AECH Financial, founded in 2025, offers discretionary portfolio management to individuals, trusts, estates, corporations, and ERISA plan sponsors under 3(21) arrangements. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis with both long- and short-term trading and strategic asset allocation, supporting approximately $24 million in assets across 82 client relationships.

Nicholas Matlock is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Cratero Capital LLC. His prior experience includes roles at Dark Matter Capital Management, Edward Jones, Charles Schwab, TD Ameritrade, and Scotttrade. In addition to his advisory work, he is CEO of Cratero Copilot, a firm providing personal assistant and operations management services for content creators. Cratero Capital LLC offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles, with specialized business and tax/estate planning services for creators and small business operators. The firm implements investment programs using model portfolios focused on exchange-traded funds and manages both individual and pooled accounts, including a private fund with performance-based fee arrangements.

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Paul Gantner is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, with 10 years of industry experience. He holds a Series 65 designation and also operates an affiliated law practice specializing in estate planning, elder law, and probate. Gantner has been with Your Wealth Matters LLC since 2016 and Your Estate Matters, LLC since 2012. Your Wealth Matters LLC serves individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management through referrals to turnkey asset management programs and third-party advisers, combining these with broader financial planning services that include retirement, education, charitable, and estate planning.

Sharon Stanton is a financial advisor at SFC Financial LLC in St. Louis, MO, holding a Series 65 designation with 16 years of industry experience. She has been with SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines fundamental and technical analysis with asset-allocation techniques and employs both long- and short-term strategies, including option strategies such as covered calls, managing assets on a non-discretionary basis while clients retain execution authority.

Jeffrey Duncan is a financial advisor with Duncan Financial Management, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Duncan Financial Management since 2009. Outside of his advisory role, he is an independent insurance agent. Duncan Financial Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a fiduciary, client-education-focused approach, offering customized retirement roadmaps and diversified portfolio management that includes equities, fixed income, mutual funds, ETFs, and limited options strategies.

Christopher Sandifer is a financial advisor at Your Wealth Matters LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Stifel Nicolaus and Hollingshead & Dudley. In addition to his advisory role, Sandifer is an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. 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 alongside comprehensive financial planning services. The firm’s investment approach is based on modern portfolio theory and long-term trading, with a focus on manager due diligence and aligning portfolios to client risk tolerance.

Robert Hynes is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and 19 years of industry experience. He has been the owner of Robert E. Hynes & Associates since 1979, where he sells life, health, and property and casualty insurance, along with annuities. He has also been affiliated with Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc. since 2006. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, providing financial planning, portfolio management, and third-party money manager selection and monitoring. The firm emphasizes a defensive, principal-protection investment approach with diversification and limited trading, and it also offers educational seminars, newsletters, and affiliated tax planning and preparation services.

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Kenneth Coplen is a financial advisor with SFC Financial LLC in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has been with SFC Financial since 2003 and also serves as owner and secretary of the accounting firm Swink, Fiehler & Company, P.C., where he works as a tax accountant and consultant. 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, utilizing fundamental and technical analysis, asset allocation, and option strategies, with an affiliation to the accounting firm Swink Coplen & Company, P.C. that facilitates cross-referrals between financial and tax services.

Anthony Maheu is a financial advisor with Guardian Investment Management, LLC in St. Louis, MO, holding a Series 65 credential and 11 years of industry experience. He has been associated with multiple Guardian entities since 2012 and has experience in both investment management and insurance brokerage. Maheu’s other business activities include managing member and insurance broker roles at Guardian Wealth Management, LLC. Guardian Investment Management, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm offers tailored investment programs based on clients’ objectives and risk profiles, utilizing both fundamental and technical analysis, and delivers financial plans within a stated 180-day timeframe.