John James is a financial advisor at Copper Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Stifel, Raymond James & Associates, and Morgan Keegan & Company. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated program credit unions, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and a model-based wrap program. The firm works with both individual and institutional clients and emphasizes fiduciary responsibility and due diligence in its advisory model.

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.

Jody Weis is a financial advisor with BFC Planning, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Berthel Fisher & Company Planning and Financial Services since 2016. Outside of his advisory role, Weis has worked as an independent consultant for skincare products and manages investment decisions for family limited partnerships. BFC Planning, Inc. provides financial planning, asset management, and outside money manager referral services to a diverse client base, including individuals, corporations, pensions, and trusts. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and third-party platforms.

Brian Boehle is a financial advisor with Cornerstone Wealth Management, LLC, based in Des Peres, MO. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Cornerstone Wealth Management serves a broad client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with continuous, tailored account supervision and supports over 12,000 clients through a team of 93 advisors.

Ranie Verby is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has worked at Plancorp, LLC since 2019 and previously spent five years at Moneta Group Investment Advisors, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process and maintains a CEFEX certification for fiduciary practices.

Jennifer Orr is a financial advisor at Acropolis Investment Management, L.L.C. She holds a Series 65 designation and has three years of industry experience. Prior to joining Acropolis in 2022, she worked at Edward Jones from 2011 to 2022. 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, utilizing a blend of equities, bonds, mutual funds, and ETFs.

Robert Hardcastle is a financial advisor at BFC Planning, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Berthel Fisher & Company Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory work, Hardcastle hosts a weekly radio program and is an author, marketing his own novels. He also serves as a trustee for the Robert Hardcastle Charitable Foundation and participates on the board of Friends of St. Luke's. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent adviser representatives who use a variety of investment programs and third-party platforms.

Nora Hans is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Principal Advised Services and First Command Brokerage Services, Inc. Outside of her advisory role, she creates and sells digital planners and art through online platforms. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

Bryan Barts is a CFP® with 13 years of industry experience. He is currently with Plancorp, LLC and has previously worked at firms including Modern Dollar Planning, Cetera Investment Services, and Enterprise Bank & Trust. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach follows Modern Portfolio Theory and incorporates documented Investment Policy Statements, tax-aware actions, and the use of independent third-party advisers when appropriate.

Santiago De Luca is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated, Precision Wealth Strategies, and Regions Bank. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of strategies including direct indexing and growth allocations, supported by third-party operational and compliance platforms.

Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

David Brandon is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Impact Partnership Wealth, LLC and has previously been associated with Brookstone Wealth Advisor, Aul Financial Group, LLC, and DoorDash. In addition to his advisory role, he assists advisors as a paraplanner with life insurance and annuity sales through Aul Insurance Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm offers a range of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed investment models.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years and Equitable Advisors for twelve years. Nieman serves as the treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, employing a mix of traditional and alternative investments managed through in-house teams and external managers.

Amanda Mertens is a financial advisor at Acropolis Investment Management with six years of industry experience. She holds a Series 65 designation and has worked at Acropolis since 2019, following several years at Commerce Bank. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework driven by long-term data and combines quantitative and fundamental analysis to construct diversified portfolios with an emphasis on tax efficiency and low turnover.

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

Amy Dinges is a financial advisor at MissionSquare Retirement with seven years of industry experience. She holds a Series 66 designation and has worked at Icma Rc since 2018, previously spending four years at PayCheck. Outside of her advisory role, Amy works as a shopper for Shipt, a personal shopping service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm utilizes investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Deanna Orf is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Plancorp, LLC. Her prior experience includes roles at Impact Partnership Wealth, Aul Financial Group, Retirement Wealth Advisors, and Edward Jones. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary management, and provides services such as wealth management, financial planning, pension consulting, and in-house tax preparation.

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has worked at firms including LPL Financial and Broadway Graham Wealth Partners. Outside of her advisory roles, Kinney has experience in retail and hospitality sectors, including positions at Michael Kors and The Coop @ The Graduate Hotel. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical methods to tailor portfolios according to client objectives and manages approximately $9.45 billion across 154 advisors.