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William R
CFP®, Series 66
St. Louis, MO
Krilogy
William Rowe is a CFP® and Series 66 credentialed advisor with seven years of industry experience, currently with Krilogy in St. Louis, MO. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, Merrill, and State Farm. Outside of financial services, he has experience working in hospitality at Harpos Bar and Grill and in media production with Lifestylez Productions. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment approach overseen by an internal committee and offers a range of services including portfolio management, financial planning, and retirement plan consulting.
Joshua S
CFP®, Series 66
St. Louis, MO
Krilogy
Joshua Statler is a CFP® with 12 years of industry experience currently affiliated with Krilogy. His prior work includes roles at Focus Partners Wealth, Great Point Capital, 25 Financial, Arete Wealth Management, Arete Wealth Advisors, and Larson Financial Group. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customizable portfolios, and specialized services such as family office support and sub-advisory model licensing.
Joel C
Series 65
St. Louis, MO
Krilogy
Joel Camba is a financial advisor at Krilogy with a Series 65 designation and one year of industry experience. His prior work includes roles at RubinBrown LLP, Faith Investor Services, US RSM LLP, Anders LLP, and St. Louis University. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm follows a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with specialized services such as tax-aware long/short equity SMAs and private alternative funds.
Stephen E
CFP®, Series 66
St. Louis, MO
Krilogy
Stephen Eifler is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor at Krilogy Financial LLC and has previously worked at firms including Saxony Securities Inc, Syntegra Private Wealth Group LLC, and MassMutual. 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 plan consulting, family office services, and sub-advisory and separately managed account model delivery through Krilogy Portfolio Services. Its investment approach combines quantitative, qualitative, and fundamental analysis with advisor-led risk profiling, managed through an Investment Committee and CIO-led process.
Kevin R
CFP®, Series 65
St. Louis, MO
Krilogy
Kevin Reynolds is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Krilogy Financial, LLC since 2014. He also has a long-standing role at Life Time Fitness beginning in 2009. Outside of his advisory work, Reynolds receives referral fees for group health business through an agreement with the Cornerstone Group. 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.
Allison W
Series 66
St. Louis, MO
Krilogy
Allison Wimer is a financial advisor at Krilogy with four years of industry experience. She holds a Series 66 designation and has previously worked at Clayton Financial Group and Axa Advisors. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm utilizes a long-term investment philosophy led by an internal committee and offers a range of services such as portfolio management, financial planning, and family office support.
Adam H
Series 65
St. Louis, MO
Krilogy
Adam Henrichs is a financial advisor at Krilogy Financial with five years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2021. Prior to that, he held positions at Integrated Wealth Advisors, LLC, and spent several years in the restaurant industry with California Pizza Kitchen, PW Pizza, and Pi Pizzeria. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm provides portfolio management, financial planning, corporate retirement plan consulting, and family office services, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.
John M
Series 63, Series 65
St. Louis, MO
Krilogy
John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. 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 services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.
Samuel S
CFP®, ChFC®, Series 63
St. Louis, MO
Krilogy
Samuel Streb is a financial advisor with Krilogy in St. Louis, MO, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and investment services, as well as experience with other advisory firms. Outside of finance, he has worked in the hospitality sector at Katies Pizza and Pasta Osteria and in residential construction with McBride Homes. Krilogy Financial LLC serves individuals and families, 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 services including portfolio management, financial planning, corporate retirement consulting, and family office services.
Charles S
CFP®, Series 65
St. Louis, MO
Krilogy
Charles Schulz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Krilogy Financial LLC since 2013. He holds a Series 65 license and is based in St. Louis, MO. Schulz may receive referral fees for directing clients to group health insurance products through the Cornerstone Group. Krilogy Financial LLC serves individuals, families—including high- and ultra-high-net-worth clients—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 services including portfolio management, financial planning, and family office services.
Colin S
Series 63, Series 66
St. Louis, MO
Krilogy
Colin Schlitt is a financial advisor at Krilogy with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stifel and Wells Fargo Clearing Services. Outside of finance, he was involved with Simply Swirled from 2015 to 2019. 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 approach guided by an internal committee, offering portfolio management, financial planning, and specialized services such as family office support and separately managed account licensing.
John V
Series 63, Series 65
St. Louis, MO
Krilogy
John Virant Jr. is a financial advisor at Krilogy with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eidelman Virant Capital, HM Capital Management, Wells Fargo Clearing, and Prudential Equity Group. He is also involved in portfolio management and due diligence as a portfolio manager and general partner at Eidelman Virant Capital, which manages PineTree Partners, L.P. 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 guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and sub-advisory solutions.
Zachary U
Series 65
St. Louis, MO
Krilogy
Zachary Unnerstall is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, he worked at Meyer Landscaping and the Franklin County Country Club. 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 plan consulting, and family office services, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.
Daniel H
CFP®, Series 63, Series 65
St. Louis, MO
Krilogy
Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and 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 employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.
Daniel L
Series 63, Series 65, Series 66
St. Louis, MO
Krilogy
Daniel Leritz is an advisor at Krilogy with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. He previously worked at Catapult Investment Management, LLC, where he served as President, Portfolio Manager, and Chief Compliance Officer. Krilogy serves a diverse client base including high-net-worth individuals, institutions, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, offering services such as portfolio management, financial planning, and family office support.
James L
Series 63, Series 65
St. Louis, MO
Krilogy
James Logsdon Jr is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include work at Trinity Wealth Advisors LLC and a longstanding ownership and consulting position at The Logsdon Group, LLC, a non-investment related business. He is also a part-time employee and officer at Blue Meteor, Inc., another non-investment related company. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, and family offices, providing portfolio management, financial planning, and specialized advisory services. The firm employs a long-term investment philosophy with tactical flexibility and offers both active and passive strategies, private alternative funds, and tax-aware SMA options for certain clients.
Michael B
Series 66
St. Louis, MO
Krilogy
Michael Brown is a financial advisor at Krilogy with 16 years of industry experience. He holds a Series 66 designation and has been with Krilogy Financial since 2012. Brown serves as a board member of Citizens National Bank and is also on the board of the nonprofit charity Brace For Impact 46. Krilogy Financial LLC serves individuals and families, 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 services including portfolio management, financial planning, and family office services.
Matthew H
Series 63, Series 66
St. Louis, MO
Krilogy
Matthew Haywood is a financial advisor at Krilogy with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Krilogy Financial since 2010. In addition to his advisory role, he is active as a licensed insurance agent engaged in non-variable insurance sales. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering portfolio management, financial planning, corporate retirement consulting, and family office services.
Kyle G
Series 66
St. Louis, MO
Krilogy
Kyle Goepel is a financial advisor at Krilogy with 19 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. 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 internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with customized solutions such as tax-aware SMAs and private alternative funds.
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