Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

Corey Breneman is a financial advisor at Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealth Management since 2006. In addition to his advisory role, he is president and sole owner of an accounting firm providing personal and corporate tax services, and he serves as treasurer for Main Street Church, a nonprofit organization. Wealth Management Nebraska LLC serves individual, high-net-worth, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through back-office and recordkeeping services.

Dale Huber is a financial advisor with Cornerstone Wealth Management, LLC in Saint Charles, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining Cornerstone and LPL Financial in 2017. Outside of his advisory work, he is involved in tax preparation and accounting through related business entities. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a combination of fundamental, quantitative, and qualitative analysis for portfolio management and offers a range of advisory programs and retirement plan consulting services.

Brian Watson is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Plancorp, LLC since 2020 and previously spent two years at Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm follows a Modern Portfolio Theory–based investment approach, offers discretionary and non-discretionary management, and provides tax-aware portfolio reviews and in-house tax preparation.

Devin Ploesser is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Plancorp, LLC and has prior experience with Wells Fargo Clearing Services and U.S. Bancorp Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and incorporates documented Investment Policy Statements, offering both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

Kara Brockmeier is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

Scott Blattel is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Blattel has been associated with Blattel and Associates since 2000 and Cutter & Company Brokerage, Inc. from 2000 to 2025. Outside of his advisory role, he is involved with Blattel & Associates, where he offers term insurance products through Banner Life. 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 other business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.