Michael Ott is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Summit X, LLC and Equitable Advisors. Outside of advisory work, he owns and operates a baseball training business called Legacy Performance Academy, LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

Craig Freebersyser is a CFP® professional with 24 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Cutter & Company, Inc., B. Riley Wealth Management, Merrill, and Ameriprise. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.

Corey Gragg is a CFP® with 11 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2026. Prior to joining AlphaCore, he worked at Elk River Wealth Management, LLC for six years and American Century Investment Services, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with a focus on multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Keith Klusmeyer is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at LPL Financial, National Planning Corporation, and American General Securities Incorporated. In addition to his advisory role, he owns Educator Retirement Solutions, through which he teaches Missouri public school educators about their pension systems and defined benefit plan options. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments, while also serving as an ERISA fiduciary for retirement accounts.

Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and over 23 years of industry experience. He has worked with LPL Financial and Four Seasons Wealth Management, where he remains active. Outside of advisory work, he volunteers organizing fundraising events for St. Joseph's Academy and participates in Pedal the Cause, a charity supporting children with cancer. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm primarily manages discretionary portfolios using model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology.

Christopher Cooper is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at OWLFI, Simplicity Wealth, Serenity Wealth Management, and CWR Private Client Group. Cooper is also president of Serenity Wealth Management, where he is involved in insurance sales. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and third-party sub-advisors.

Terry Coleman is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 license, with 48 years of industry experience. He has worked at Virtue Capital Management since 2016 and has held roles at Retirement Resource Advisors and Retirement Resource Group since the early 2000s. Outside of his advisory roles, Coleman owns and manages Retirement Resource Group, which markets and sells fixed annuities, life insurance, and senior health products. Virtue Capital Management serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.

Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.

Jessica Hendricks is a financial advisor at Acropolis Investment Management with three years of industry experience. She holds a Series 65 credential and previously worked for Commerce Bank for five years before joining Acropolis Investment Management in 2021. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm emphasizes asset-allocation strategies based on long-term data and constructs diversified portfolios with a focus on tax efficiency and low turnover.

Seth Roggenkamp is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Wealth Strategies for one year before joining Arax Advisory Partners. Seth completed ten years of study prior to beginning his advisory career. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio management resources, utilizing both traditional and alternative investments, and supports clients through comprehensive financial planning and specialized advisory programs.

Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Bradley Combs is a CFP® professional with 14 years of experience in financial advising. He has worked at Acropolis Investment Management, L.L.C. since 2019 and previously spent 12 years with Paradigm Financial Advisors, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a combination of equities, bonds, mutual funds, and ETFs.

Harry Frazier is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Plancorp, LLC since 2002. Since 2017, he has served as a member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide diversified asset allocation, offering discretionary and non-discretionary management along with tax-aware portfolio reviews.

Louis Wray Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, LPL-sponsored programs, and third-party portfolio managers to tailor investment advice to client goals.

Christian Wagner is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Acropolis Investment Management since 2019. His prior experience includes roles at Nvsted and Wells Fargo Bank, N.A. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutions, and retirement plans with financial planning and portfolio management. The firm employs an asset-allocation framework based on long-term data and uses quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.

Derek Jess is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Plancorp, LLC since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and First National Bank of Omaha. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment process, offers both discretionary and non-discretionary management, and incorporates tax-aware strategies such as tax-loss harvesting into portfolio reviews.

Ryanne Harmann is a financial advisor with Acropolis Investment Management, L.L.C., holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Acropolis since 2015. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.