Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. 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, combining quantitative modeling with security-level analysis.

William Mckillip is a CFP® with 30 years of experience in the financial services industry. He has worked at Acropolis Investment Management since 2018 and previously spent over two decades at MML Investors Services, Inc. He is also a partner in McKillip Financial Services, which provides life, health, disability, and long-term care insurance services. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a long-term, data-driven asset allocation approach to build diversified portfolios emphasizing tax efficiency and low turnover.

Shaun Felber is a financial advisor with Principal Advised Services in Wentzville, Missouri, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Principal Financial Services, First Mid Bank & Trust, Fidelity Investments, and Citi. Outside of advising, he umpires little league baseball and softball games for the City of Wentzville. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering a blend of non-discretionary investment recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

Robert Blattel is a Certified Financial Planner (CFP®) with 36 years of experience in the financial services industry. He joined Prospera Financial Services, Inc. in 2025 after a 35-year tenure at Cutter & Company, Inc. Outside of his advisory work, he serves on the investment committee of the International Brotherhood of Magicians, where he provides advice biannually by phone. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 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 and portfolio management through various advisory programs and third-party platforms.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

Miranda Hagar is a CFP® and Series 65 credentialed financial advisor at Acropolis Investment Management with four years of industry experience. Before joining Acropolis in 2022, she held roles at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she previously worked with Sumits Yoga for two years and has experience with Dale Carnegie Training and the University of Missouri. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios and maintains a distinct retirement practice focused on union workplaces, managing over $2.6 billion in discretionary assets.

Jennifer Lissner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Acropolis Investment Management. She worked at Wells Fargo Clearing for 10 years and has been self-employed throughout her career. Outside of finance, she is an author and novelist based in St. Louis, having published several books including "The United Corps" and "Officers Training School." Acropolis Investment Management is a fee-only wealth management firm that provides financial planning and portfolio management services to individuals, institutions, and retirement plans. The firm uses a data-driven asset-allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover.

Adam Clark is a financial advisor at Mariner Independent with nine years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior experience includes roles at Deloitte Tax LLP, Moneta Group Investment Advisors, LLC, and AdvicePeriod, LLC. Outside of advisory services, he is involved with ITWA CPA Tax Services, providing CPA services unrelated to investments. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.

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.

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.

Andrew Nicholl is a financial advisor with First Heartland Consultants, Inc. in Maryland Heights, MO. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Nicholl has been with First Heartland Capital Inc. since 2003 and operates a sole proprietorship providing consulting and sales of insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

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.