Christopher Swenson is a CFP® professional with 29 years of experience in the financial services industry. He has been with Cornerstone Wealth Management, LLC since 2013 and also maintains a registration with LPL Financial. Outside of his advisory role, he is involved with Captain Asset Management LLC, a business entity unrelated to investment activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and a range of LPL-sponsored programs to deliver tailored investment advice, focusing on continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. 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 combination of equities, bonds, mutual funds, and ETFs.

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. 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 to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

Andrew Claus is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and 1 year of industry experience. He has been with the firm since 2014. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client accounts managed on a discretionary basis.

Charles Dambach is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the Series 65 designation with 11 years of industry experience. He has been with Plancorp since 2014. 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’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various securities, offering both discretionary and non-discretionary management.

William Kallaos Jr. is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at RFG Advisory Group, LLC and Four Seasons Wealth Management. He serves as trustee for his own grantor trust. 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 uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment solutions, emphasizing tailored advice, continuous account supervision, and integration of in-house and third-party portfolio management.

Andrea Lathrop is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and has prior experience at US Bank, 1st American Mortgage, Heartland Women's Health, and Beachbody. 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.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her current role, she worked at St Albans Country Club for six years. Outside of her advisory work, she is also employed as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and serves a diverse client base ranging from non-high-net-worth individuals to high-net-worth clients.

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

Joseph Curtis is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Summit Wealth Strategies and BMO Harris Financial Advisors. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, using a combination of internal management and third-party models to implement client objectives.

Eric Horn is a CFP® with 10 years of industry experience and is currently associated with Belpointe Asset Management LLC. He has worked at Fruition Financial since 2013 and has been with Belpointe since 2023. Outside of his advisory role, Eric serves as treasurer for the St. Louis Men's Baseball League and is a manager/member of Goats Athletic Performance LLC, both nonprofit organizations. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios that combine internal management with third-party managers tailored to client objectives and risk tolerance.

Kori Hemmann is a CFP® professional with eight years of experience at Plancorp, LLC and three years in the financial industry. Prior to joining Plancorp, Hemmann worked for ten years at R&W Builder's Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management.

Madyson Tracy is a Series 66-licensed financial advisor at BFC PLANNING, Inc. in Manchester, MO, with nine years of industry experience. She has worked at firms including Cetera Wealth Services, Securian Financial Services, and Renaissance Financial. Tracy also has roles related to fixed insurance product sales and securities advisory through Renaissance Financial. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent adviser representatives using various program structures and investment strategies.

Brian Riggs is a CFP® professional with nine years of industry experience, currently serving at Plancorp, LLC. His prior roles include positions at Moneta Group Investment Advisors, The Colony Group, Buckingham Strategic Wealth, Fyra Capital Management, Calton & Associates, and Wamhoff Financial Planning. Plancorp serves individuals—including high-net-worth clients—trustees, business owners, charitable organizations, and retirement plans by providing wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm employs an investment approach grounded in Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Pamela Zell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2024. She previously worked at Crown Capital Securities for 20 years. Zell is a member of the finance committee for the Mitrata Nepal Foundation for Children, a nonprofit supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting services. The firm utilizes customized portfolios with a range of investment strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Steven Aul is a financial advisor with Impact Partnership Wealth, LLC, holding a ChFC® designation and Series 66 license, and has 16 years of industry experience. His career includes roles at Aul Financial Group, LLC, Retirement Wealth Advisors Inc., and Akers & Aul LLC. Outside of his advisory work, he is involved in educational presentations through the American Retirement Institute and facilitates client access to estate planning document services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, financial planning, and retirement plan services, utilizing a range of strategies and third-party platforms to support its investment approach.

Cynthia Whitman is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cutter & Company, Inc. and Edward Jones. Outside of her advisory role, she volunteers with Great Pyrenees Rescue of Missouri and serves as a volunteer travel cruise escort during her vacation time. Prospera Financial Services is a multi-team firm serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and utilizes a range of advisory platforms and models to construct and monitor customized portfolios.

Leslie Garrison is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. Prior to joining Cornerstone, Leslie worked at Buckingham Strategic Wealth from 2015 to 2018. Leslie has been associated with LPL Financial and Cornerstone Wealth Management since 2018. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led management and LPL-sponsored programs to tailor investment advice to client goals.

Douglas Nachman is a financial advisor with Smith, Moore & Co. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Smith, Moore & Co. since 1989. Outside of his advisory role, he participates as an analyst on a Thoroughbred Racehorse Radio Show and is also a Thoroughbred racehorse owner. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, utilizing a variety of investment vehicles and analytical methods.

Adam Clyne is a financial advisor at Capital Analysts with 21 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017, following six years at Legend Equities Corp. Outside of advisory work, Clyne is involved in fixed insurance production through several independent agencies and also performs private security work on nights and weekends. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment team and offers a variety of model and custom portfolios alongside third-party manager access.