Aquilant Advisors

Steven Farris is a financial advisor with Aquilant Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Aquilant Advisors since 2016 and has been affiliated with Cambridge Investment Research since 2014. Outside of his advisory role, Farris serves on the finance committee of Kirk of the Hills School and works as an independent insurance agent. Aquilant Advisors is an SEC-registered investment adviser managing approximately $215.6 million for about 295 clients with a two-advisor team. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and fiduciary management, utilizing a written Investment Policy Statement and a combination of fundamental, technical, cyclical, and quantitative analysis across various asset classes.

Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of finance, she co-owns Backyard Enterprise, which operates a pet supply and stained glass business, and China Painters Resale, a resale business. Aquilant Advisors is an SEC-registered investment adviser managing approximately $215.6 million for around 295 clients. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and fiduciary management, employing a disciplined investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis.

Brett Parker is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Aquilant Advisors, where he has worked since 2019, and previously spent 14 years at Royal Alliance Associates and 15 years at Premier Financial Partners. He is also a registered representative of Cambridge Investment Research and holds Series 63 and Series 66 licenses. Aquilant Advisors is an SEC-registered investment adviser managing approximately $215.6 million for around 295 clients. The firm provides discretionary portfolio management, written financial planning, retirement plan consulting, and fiduciary management, using a combination of fundamental, technical, cyclical, and quantitative analysis across various asset classes.

Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at BJC Medical Group and TeamHealth. Aquilant Advisors is an SEC-registered investment adviser managing approximately $215.6 million for about 295 clients. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party platforms, using a mix of fundamental, technical, cyclical, and quantitative analysis within a structured Investment Policy Statement framework.