Luke Gassett is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience with CliftonLarsonAllen LLP and involvement with local athletic associations. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Jeanine Devine is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with First Heartland Capital Inc since 2002 and has been involved in insurance sales through A. Jay Meier Insurance Agency Inc since 1993. Devine serves as president of the local chapter of the American Financial Education Alliance, a nonprofit focused on financial education. 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 self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 36 years of industry experience. He has worked at Larson Financial Group since 2021 and previously spent 31 years with Edward D. Jones & Co., L.P. He holds Series 63 and Series 65 licenses. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting services primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches and combines discretionary programs with model portfolios, utilizing AI-assisted tools alongside human review.

Daniel Exum is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. He previously served in the US Air Force from 2015 to 2022 before transitioning to his current role. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies, and benefits from integration with the broader Principal Financial Group family, which supports access to affiliated products and services.

Nicholas Romay is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Saxony Securities, Inc, he worked at the University of Missouri-Columbia and in the food service industry. Saxony Capital Management provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach with 38 advisors and uses diverse investment methods such as charting, fundamental and technical analysis, and allows for strategies including options and short-term trading.

Thaddeus Brija is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Cetera Wealth Services, renaissance financial, Minnesota Life, and Securian Financial Services. Brija serves on the advisory board of BNI and volunteers with Friends of Arch Grants. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored investment strategies.

Tyler Dumey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. His career includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, First Brokerage America, and First Command Brokerage Services. He is also the vice president of a homeowner's association. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base, including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Rocco Fiordelisi III is a financial advisor at Dana Investment Advisors Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Unified Financial Securities, Wells Fargo Clearing, and PGIM Investments LLC. He is based in Webster Groves, MO. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base, including high-net-worth individuals, institutions, and public sector entities. The firm employs relative-value and concentrated equity strategies alongside fixed-income approaches, integrating ESG and faith-based screening upon client request.

Tamara Fain is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She previously worked at Edward Jones for 10 years before joining Stifel, where she has been since 2017. Outside of her advisory role, she is a brand partner for Kleo Kolor, selling press-on nails to friends and family. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services with a focus on customized financial planning and portfolio management. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing clients with a range of service options tailored to their needs.

Mitchell Ellebrecht is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Target, as well as work at the University of Missouri and Parkway South School District. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed and third-party managed investment options.

Mark Gregor is a financial advisor with Midwestern Securities Trading Company, LLC in St. Louis, MO. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. His prior roles include financial advisor positions at Members 1st Credit Union and First Missouri Credit Union. Outside of his advisory work, Gregor serves as a pastor at Owensville Christian Church and is treasurer and a board member of Mission to Russia. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, ERISA 3(38) investment fiduciary services, and access to third-party money managers through discretionary and non-discretionary investment approaches.

Adam Klumb is a financial advisor with MissionSquare Retirement in Brentwood, MO, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for two years before joining MissionSquare Retirement and MissionSquare Wealth Management. His background also includes roles at the University of Missouri and Hy-Vee. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through a multi-team structure, utilizing investment advice developed by Morningstar Investment Management.

Jeffery Kuhlmann is a CFP® professional with 19 years of industry experience, currently serving at Larson Financial Group, LLC since 2026. He previously worked at Edward Jones for 23 years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and offers a range of specialized services including pension consulting and the use of AI-assisted tools in research and client documentation.

Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Michele Laws is a financial advisor at Portside Wealth Group, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TownSquare Capital, Allegis Investment Services, and National Planning Corporation. Outside of her advisory role, she is involved in divorce financial education as a monthly speaker at a divorce workshop and is a board member for Divorce Dollars & Sense. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and client education using a blend of investment approaches combined with affiliated legal and accounting expertise.

Gaines Smith is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He has held roles at Kovack Securities Inc., Resource Horizons Investment Advisory, Inc., and previously operated Gaines Financial Services, Inc. Outside of advising, he is president of Smith & Sons Firearms, a firearms and sporting goods retail business. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm offers portfolio management, financial planning, and access to sub-advisory programs, utilizing an Envestnet-supported workflow and both internal and third-party investment models.

Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.