Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.

Michael Hermann is a CFP® and ChFC® affiliated with Larson Financial Group, LLC in Saint Louis, MO, with 17 years of industry experience. He has worked at Larson Financial Group since 2020 and prior to that held roles at TD Ameritrade, Scottrade, and Edward Jones. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical approaches, including model portfolios and custom discretionary programs.

Zach Buettner is a financial advisor with AlphaStar Capital Management, holding a Series 66 designation and 10 years of industry experience. He has held roles at Edward Jones, Sagepoint Financial, CreativeOne Wealth, and currently leads Conquistare Financial Advisory, where he serves as president and is involved in insurance sales including life, disability, and Medicare supplements. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation and quantitative analysis, and it also provides subadvisory and platform services to other registered investment advisers.

John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.

Joshua Kistner is a financial advisor with Principal Advised Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Bruce Doyle State Farm. Outside of advisory work, he is an owner of GKW LLC, an LLC involved in managing residential rental properties. 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 integrates proprietary and third-party models and operates within the Principal Financial Group family, giving clients access to affiliated products supported by governance and supervision controls.

Jeffrey Gelber is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has worked at B. Riley Wealth Management since 2005. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs and financial planning services.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has also worked as an insurance agent since 2014, offering life, health, annuities, and Medicare Advantage plans. Gandhi has additional experience at S&S Financial in a non-investment capacity related to insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of financial planning and investment solutions.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Michael Moloney is a CFP® and ChFC® with 39 years of industry experience. He is currently with VestGen Advisors, LLC and previously worked at Cambridge Investment Research Advisors, Inc., Universal Financial Planning Consultants, Inc., and LPL Financial among others. Moloney serves on the board of The E. Walter Hausstette Charitable Foundation, which awards grants primarily in the St. Louis area. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment offerings.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.

Jonathan Ewanio is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Patrick Capital Markets, MBM Wealth Consultants, Saxony Securities, Scottrade, and Edward Jones. Saxony Capital Management serves individual and institutional clients with portfolio management and financial planning through a multi-team approach. The firm uses a variety of investment methods and offers discretionary asset management alongside financial planning and consulting services.

Katie Lorberg is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC, where she has worked since 2023, following prior roles at Vestia Advisors, LLC and LPL Financial. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm offers model-based strategies and separately managed account options, combining fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Steven Elefson is a financial advisor at Visionary Wealth Advisors, LLC with 38 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Purshe Kaplan Sterling Investments and Cary Street Partners. Elefson serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages most client assets on a discretionary basis and uses model-based strategies and separately managed accounts designed either internally or by third parties.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Selden Martin is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Martin is a partner at Altius Learning, where he is involved in coaching and training activities. 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 derived from Modern Portfolio Theory.

Staci Atwood is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Stifel and its affiliated firms since 1995. Outside of her advisory role, she serves on the Finance Committee and Administrative Board of St. Matthew Church and is Treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services such as financial planning and portfolio management. The firm utilizes proprietary modeling and a collaborative planning process to tailor asset allocation recommendations.

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Bradford Webb is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Arete, he worked at J.J.B. Hilliard, W.L. Lyons, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations.