Vincent Tizono is a CFP® with eight years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He has worked previously at Conquistare Financial Advisory, LLC, Retire Once Financial Management, LLC, and several other firms. In addition to his advisory role, he is president of Conquistare Financial Advisory, LLC, which involves insurance sales and the sale of gold and silver coins. AlphaStar Capital Management provides discretionary investment management, financial planning, and retirement plan services to individual, corporate, and business clients. The firm employs strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Nicole Crangle is a financial advisor with Prospera Financial Services, Inc. holding a Series 65 credential. She has one year of industry experience and has previously worked at Blattel & Associates and Starbucks. 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.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 17 years and at STIFEL for two years. Outside of his advisory role, he serves as a women’s JV soccer coach at Lutheran High School Association and is a distributor for a metabolic health company, educating others on metabolic supplements. 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 business entities with a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

Brian Long is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Cutter & Company Brokerage, Inc. for 23 years before joining Prospera in 2025. Outside of advisory work, he is involved in financial planning through St. Louis Financial Group, LLC, manages a tax preparation business, and has experience as a freelance model. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party options.

Kelsey Abbott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. Prior to joining Plancorp in 2020, Abbott worked at Enterprise Bank and Trust and Commerce Trust Company. Plancorp, LLC provides wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm’s investment approach follows Modern Portfolio Theory and employs documented Investment Policy Statements, with a focus on diversified asset allocation, ongoing portfolio management, and tax-aware strategies.

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.

Charles Dambach is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with Plancorp since 2014. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing wealth management, financial planning, investment management, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across various asset classes.

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 with four years of industry experience. She holds the Series 65 designation and has previously worked at US Bank, 1st American Mortgage, Heartland Women's Health, and Beachbody. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by long-term data to construct diversified portfolios focused on tax efficiency and low turnover.

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 roles include positions at Summit Wealth Strategies and BMO Harris Financial Advisors. 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 and combines in-house portfolio teams with external managers and alternative investments, supported by AI tools and third-party analytics.

Eric Horn is a CFP®-certified financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He has worked at Belpointe since 2023 and concurrently with Fruition Financial since 2013. Outside of his advisory work, Horn is involved in community activities, serving as treasurer for the St. Louis Men's Baseball League and managing a nonprofit athletic performance organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion in assets. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various advisor-specific strategies and third-party partnerships.

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.

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 at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. Steven has held roles at several firms including Retirement Wealth Advisors Inc. and Aul Financial Group, LLC. Outside of advisory work, he is involved in educational presentations through the American Retirement Institute and operates a marketing company referring clients to Deferred Sales Trust attorneys. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services utilizing a broad network of affiliated entities and third-party providers.

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 travel cruise escort during her personal time. 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 various advisory programs and platforms.

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 the Series 66 designation and has previously worked at Lincoln Investment, Legend Equities Corp, and Equitable Advisors. Outside of his advisory role, he maintains independent agency licenses specializing in fixed insurance and Medicare-related products and works as a licensed security officer on a part-time basis. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional, and charitable entities, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary management from its in-house Investment Management & Research team with advisor-managed and third-party manager solutions.

Meaghan Faerber is a financial advisor at Plancorp, LLC with CFP® and PFS™ designations and six years of industry experience. Prior to joining Plancorp in 2020, she worked at Burds & Kuntz for three years and PwC for seven years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management along with third-party manager due diligence and tax-aware portfolio strategies.