Chad Stafko is a CFP® professional with 14 years of industry experience, currently serving at Associated Investment Services, Inc. He has worked with Associated Trust Company since 2017 and has prior experience at Archford Capital Strategies, LLC. Outside of his financial advisory role, he is an author and a pulpit minister at Green Mount Road Church of Christ. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. He has held prior roles at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. Outside of his advisory work, he owns and manages two businesses focused on tax preparation, consulting, and insurance services. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring strategies to client objectives and risk tolerance while conducting due diligence and monitoring on third-party managers and sub-advisors.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. Lynn has been with Saxony Capital Management since 2008 and previously worked at Patrick Capital Markets, LLC from 2012 to 2021. Outside of advisory work, Lynn is involved with a food industry business, Fuzzy Logic LLC, as a food vendor and service provider. Saxony Capital Management provides portfolio management and financial planning 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 services utilizing a range of investment approaches including fundamental, technical, and quantitative strategies.

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 been with Cornerstone Wealth Management since 2012 and also has a longstanding affiliation with LPL Financial since 2010. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a combination of fundamental, quantitative, and qualitative analysis with tailored account supervision, offering services through multiple advisory programs and ERISA-compliant retirement consulting.

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 in St. Louis, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and C2P Capital Advisory Group, LLC, among others. He serves as an examination board member for the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance to address financial illiteracy. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients, offering portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

James Curran is a financial advisor at Wealth Management in St. Louis, MO, holding the PFS™ and Series 65 credentials with 15 years of industry experience. He has worked at firms including Smith Patrick LLC and Sfc Financial, LLC. Outside of advising, he works as an accountant at Smith Patrick LLC, focusing on tax and management responsibilities. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm emphasizes a passive investment approach using no-load mutual funds and ETFs, guided by Modern Portfolio Theory, and provides fiduciary retirement-plan services as well as back-office support to other advisers.

Mark Kukielski is a Series 65-licensed advisor with Financial & Tax Architects, LLC in St. Louis, MO, and has eight years of industry experience. He has worked with FTA Insurance Services, LLC and Financial & Tax Architects, Inc. since 2017 and previously spent eight years at American Income Life. Kukielski also conducts fixed insurance sales as an insurance agent on a limited basis. 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 “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with customized allocations across risk profiles and a notable sub-advisory business serving other registered investment advisers.

Jeremiah Skaggs is an investment adviser representative with Foundations Investment Advisors LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Anheuser Busch. He is involved with the local chapter of the American Financial Education Alliance, conducting seminars to address financial illiteracy. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 31 years before joining Larson Financial Group in 2021. 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 through model portfolios, discretionary programs, and third-party money manager recommendations, utilizing both strategic and tactical approaches.

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 at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Co., Inc., TD Ameritrade, and The Chamberlin Group. Outside of finance, he is the owner of Saint Louis Cycling Components LLC, a company that manufactures steel, aluminum, and titanium parts for bicycles. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dana Investment Advisors since 2013 and at Unified Financial Securities, Inc. since 2015. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while incorporating ESG screening and client-directed social or faith-based exclusions.

Jordan Blanton is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served five years in the US Army and worked at BAE Systems for one year. 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 and individual securities, with most client relationships managed on a discretionary basis.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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 a multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

Melissa Busso is a financial advisor at Western Wealth Management LLC with Series 65 and Series 63 credentials and one year of industry experience. She has worked at Jumet Financial since 2017 and was not employed in the financial sector from 2010 to 2017. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm provides comprehensive portfolio management, financial planning, and a range of investment strategies through a decentralized network of advisors.