Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.

Jacob Steingrubey is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Krilogy Financial, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a rental property through Steingrubey Properties, LLC. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Miranda Fick is a financial advisor at Krilogy with a Series 65 designation. She has held various roles since 2017, including positions at MAI Capital Management, Firebirds LLC, and New York Life Insurance Company. Her background also includes experience in education and lending prior to joining Krilogy. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of portfolio management and planning services with active and passive strategies tailored to client needs.

Samuel Holtmeyer is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. His prior work includes roles at First State Community Bank and Renaissance Financial. Before entering the financial industry, he worked in fitness and recreational businesses, including Wolf Hollow Golf Club and 9Round Kickboxing Fitness. Krilogy serves a diverse client base, including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an active approach supported by an internal Investment Committee, offering portfolio management, financial planning, and specialized services such as sub-advisory model licensing.

Kristin Fomon is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Krilogy Financial, LLC since 2014 and served on the Maryville University Athletic Leadership Council. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and provides integrated household-level portfolio management through advisor-led risk profiling and model portfolios.

Geneen Von Kloha is a financial advisor at Krilogy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Moneta Group Investment Advisors and Moneta Group for 21 years. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account solutions through a long-term, committee-led investment approach that integrates quantitative, qualitative, and fundamental analysis.

William Pohrer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Krilogy and Saxony Securities since 2013 and 2014, respectively. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Patrick Britt is a CFP® professional with 11 years of industry experience. He has worked at Krilogy Financial since 2025 and previously spent seven years at Clayton Financial Group, LLC, and five years at Moneta Group LLC. Britt is based in St. Louis, MO. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Andrew Bouquet is a CFP® professional with eight years of industry experience, currently serving as an advisor at Krilogy Financial. Prior to joining Krilogy, he worked at Moneta Group Investment Advisors LLC for seven years and has operated his own legal practice, Bouquet Law Group, LLC, since 2015. His outside business activity includes managing this legal practice, where he is an attorney and owner. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, with an investment approach that combines quantitative, qualitative, and fundamental analysis implemented through advisor-led risk profiling and model portfolios.

Joseph Martinez Jr. is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Krilogy Financial, LLC and previously worked at Phlox Capital Management, LLC for eight years. Outside of his advisory role, he serves as a consultant on the Retirement Plan Investment Advisory Committee at Parkland Health, providing nondiscretionary advice on investment policy for defined contribution and benefit plans. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

Thomas Ponce is a financial advisor at Krilogy with four years of industry experience and holds the Series 65 designation. Prior to joining Krilogy, he worked at Foundations Investment Advisors, The Chamberlin Group, C2P Capital Advisory Group, and Slagle Financial. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars to address financial illiteracy. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, retirement consulting, and family office services. The firm employs a long-term investment philosophy with tactical flexibility and utilizes both active and passive strategies, alongside specialized approaches such as tax-aware long/short equity SMAs.

James Obrien is a financial advisor at Krilogy with 20 years of industry experience. He holds a Series 66 designation and has worked at Kansas City Life Insurance since 2010 and Krilogy Financial since 2009. Obrien is also involved as a general partner and investment manager in several affiliated investment funds under the Krilogy Capital Management entities. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Taylor Dade is a financial advisor at Krilogy with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Krilogy since 2016, with a brief tenure at TD Ameritrade and the University of Missouri. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutions. The firm employs a long-term investment philosophy managed by an internal committee, offering customized portfolio solutions and incorporating advanced operational tools such as AI-enabled meeting transcription.

Daniel Reilly is a CFP® and Series 65-registered financial advisor with Krilogy Financial, where he has worked since 2017. He has eight years of industry experience, including prior roles at Hoss's Market and Columbia College. In addition to his advisory work, he is licensed as a life and health insurance agent. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Kent Skornia is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. He has been with Krilogy Financial since 2009 and has also worked at Saxony Securities Inc. since 2015. Outside of his advisory role, Skornia is a 17% owner of Red Label Accessories LLC, a leather goods business, and serves as a silent partner in MO Medical Staffing, a medical staffing placement company. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Daniel Teibel is a financial advisor at Krilogy with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cambridge Investment Research and Saxony Securities. Teibel also provides variable annuity brokerage services as an independent contractor. Krilogy serves a broad client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment philosophy guided by an internal committee and combines active and passive strategies with customized solutions such as tax-aware equity SMAs and private alternative funds.

Jeffrey Skornia is a financial advisor at Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Krilogy since 2013. Outside of his advisory role, he is involved in a family business that funds inventory financing for Red Label Accessories LLC. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement consulting, and family office services, utilizing a long-term investment approach with tactical overlays and a CIO-led process.

Matthew Ott is a financial advisor with Krilogy based in St. Louis, MO, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Huntleigh Securities Corporation, Transamerica, MassMutual Financial Group, and Ameriprise. Ott serves as a trustee on a neighborhood subdivision board in St. Louis. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy guided by an internal Investment Committee, offering customized strategies such as active and passive management, bond ladders, private alternative funds, and tax-aware SMAs.

Megan Breuer is a CFP® professional at Krilogy with one year of industry experience. Her prior roles include positions at Wells Fargo Clearing, Moneta, and CIBC Bank USA, where she worked for 15 years. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term, committee-driven investment approach with active and passive strategies, customized portfolios, and advanced operational tools such as AI-enabled meeting transcription.

Mason Cochran is a Series 65-licensed financial advisor at Krilogy with one year of industry experience. Prior to joining Krilogy, he held positions at Missouri National Education Association and Aldi, among others. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with flexible strategies and offers a range of services such as portfolio management, financial planning, and sub-advisory model licensing.