Brandon Lochstampfor is a financial advisor at Larson Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Outside of his advisory work, he operates a separate financial advisor services firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily serving doctors, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted tools alongside human oversight.

Charles Dodson is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at J.A. GLYNN Investments LLC for 14 years and has been with Stifel since 2022. Outside of his advisory role, he serves as a committeeman for the St Francois County Republican Central Committee. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach combines proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Geoffrey Bright Jr. is a financial advisor at Stifel Independent Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several Stifel entities since 2003, including Stifel Nicolaus and Company and Century Securities Associates. Mr. Bright serves as an arbitrator for FINRA and is a member of the Susan G. Komen Missouri & Kansas Board of Directors. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm’s approach integrates proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Ryan Trenz is a financial advisor at Principal Advised Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Citigroup and Wells Fargo Clearing Services LLC. His background includes roles in retirement consulting and investment advice within the Principal Financial Group. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and operates in affiliation with multiple Principal Financial Group entities.

Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.

Joseph Weinbauer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Berthel Fisher & Company since 2010 and serves as Managing Principal of Weinbauer Financial Group. Outside of his advisory role, he is active in the St. Louis community, serving as Treasurer for the St. Louis Junior Invitational, President of the Hill Business Association, and a Board Director at Norwood Hills Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Anna Bertrand is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of advisory work, she is an insurance agent and also works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and retirement plan consulting. The firm delivers managed solutions primarily through platforms such as Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013, with prior experience at the same firm and Missouri Valley Partners, Inc. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, implementing investments through strategic asset allocation using model portfolios and third-party programs.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Waddell & Reed Inc. and Banc of America Investment Services. Outside of his advisory roles, he serves as president of the board of directors for the nonprofit Willows Way. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Brent Robbs is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds the CFP® and PFS™ designations, as well as the Series 66 license. His prior experience includes roles at PNC Bank and Stifel Nicolaus. Outside of advising, Robbs owns and operates a tax preparation and consulting business. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, option overlays, and separately managed account strategies.

Jason Stroede is a financial advisor with Sowell Management based in Belleville, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He is also the founder and owner of Clarus Wealth Management, an investment advisory and insurance business that includes services related to Certified Divorce Financial Analyst designations. Additionally, Stroede has ownership in an e-commerce website, Madrigear. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement plan advisory services. The firm utilizes various management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.

Nir Regev is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with DFPG Investments, Inc. for 10 years and has operated the Regev Group since 2001. Additionally, he is involved in the insurance industry through Nir Regev Insurance, where he acts as an agent for non-security life insurance and fixed annuities. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and offers a variety of portfolio management and consulting services under written agreements.

Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.

Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.