Scott Peterson is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Financial & Tax Architects in 2019. In addition to his advisory role, he operates as an independent insurance agent offering a range of insurance products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Grant Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, NYLIFE Securities LLC, New York Life Insurance Co., UBS, and the University of Mississippi. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes advisor-led discretionary management alongside LPL-sponsored programs and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. His prior roles include positions at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. He also owns and manages tax preparation and business consulting practices outside of his advisory work. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently employing third-party managers and providing integrated insurance-linked account management.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Prospera in 2025, she was with Cutter and Company for nine years. 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, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting, employing a variety of investment approaches including fundamental, technical, and quantitative methods.

Dean Millonas is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked with Cornerstone since 2012 and previously with LPL Financial and Edward Jones. Millonas is also involved with Millonas Wealth Management, an investment-related business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets. The firm employs a combination of fundamental, quantitative, and qualitative analysis across multiple asset classes and offers various LPL-sponsored advisory programs and ERISA-compliant retirement consulting.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Prospera in 2025, he spent 33 years at Cutter & Company, Inc. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.

James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.

Mark Kukielski is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. He holds a Series 65 credential and has worked previously at American Income Life. Kukielski is also an insurance agent involved with FTA Insurance Services, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs and individual securities, offers retirement-plan consulting, and operates a sub-advisory business serving other advisory firms.

Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked with Northwestern Mutual and Anheuser Busch. Outside of his advisory role, he conducts seminars through the American Financial Education Alliance aimed at reducing financial illiteracy. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a variety of analytical approaches and utilizing model portfolios and third-party sub-advisers.

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.

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.

William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Jeffrey Patterson is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cutter And Company, Securities America Advisors, Inc., Bolton Securities Corporation, and Stifel. Outside of his advisory work, he is a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro-bono role connected to a local martial arts school. Prospera Financial Services 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, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

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.