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Kevin G

Series 66

Creve Coeur, MO

RFG Advisory, LLC

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.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Christopher C

Series 63, Series 65

O'Fallon, MO

Fortis Capital Advisors, LLC

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.

Options & derivatives strategies ESG / Sustainable investing Active portfolio management Passive / index investing
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Terry C

ChFC®, Series 63

Chesterfield, MO

Virtue Capital Management, LLC

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.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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Matthew A

Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Cynthia M

CFP®, Series 63

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Jessica H

Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Seth R

Series 65

Chesterfield, MO

Arax Advisory Partners

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Thomas M

Series 65

St Charles, MO

Archer Investment Corporation

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.

Active portfolio management Options & derivatives strategies
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Bradley C

CFP®

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Louis W

Series 63, Series 66

Lake St Louis, MO

Cornerstone Wealth Management, LLC

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.

Charitable giving & philanthropy Founder/Business Owner Retired
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Christian W

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Andrew W

Series 66

Lake St Louis, MO

First Heartland Consultants, Inc.

Andrew Walz is a Series 66-licensed financial advisor with First Heartland Consultants, Inc. in Lake St Louis, Missouri, where he has worked since 2019. He has six years of industry experience, including three years at Robert Half prior to joining First Heartland. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides a range of advisory services such as financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.

Annuities Income planning Cash flow / budgeting
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Ian T

Series 63, Series 65

Lake St. Louis, MO

IAMS Wealth Management, LLC

Ian Turner is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017. He is also vice president of Turner Financial Wealth Management, where he develops and recommends insurance-related planning strategies for clients. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ryanne H

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Jody W

Series 63, Series 65

Chesterfield, MO

BFC PLANNING, Inc.

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.

Concentrated stock management Options & derivatives strategies Real estate investing
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Jennifer O

Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Daniel K

CFP®, Series 63

Creve Coeur, MO

RFG Advisory, LLC

Daniel Klein is a CFP® with 31 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at LPL Financial and Wealth Management Advisors, Inc. Outside of his advisory work, he is involved as a youth basketball referee through a local youth basketball league. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs primarily discretionary investment management with a range of model strategies and third-party platforms, and it serves as a sub-adviser to several ETFs while also offering access to alternative investments and insurance products.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Robert H

Series 63, Series 65

Chesterfield, MO

BFC PLANNING, Inc.

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.

Concentrated stock management Options & derivatives strategies Real estate investing
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Jordan F

CFP®, Series 65, Series 63

Washington, MO

Cornerstone Wealth Management, LLC

Jordan Faerber is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Cornerstone Wealth Management, LLC and has previous experience at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. In addition to his advisory role, he owns Faerber Tax Services, a tax preparation and accounting business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm employs a combination of fundamental, quantitative, and qualitative analysis with tailored account supervision and supports over 12,000 clients through a team of 93 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
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David H

ChFC®, Series 63, Series 65

Lake St. Louis, MO

First Heartland Consultants, Inc.

David Hoff is a ChFC® credentialed financial advisor with 41 years of industry experience. He is affiliated with First Heartland Consultants, Inc. and has held roles at related entities since 1982, including First Heartland Capital, Inc. and Centerre Capital, LLC. Hoff is also an owner of Elite Partners, LLC, a producer group. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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