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Santiago D

Series 66

Chesterfield, MO

Impact Partnership Wealth, LLC

Santiago De Luca is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated, Precision Wealth Strategies, and Regions Bank. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of strategies including direct indexing and growth allocations, supported by third-party operational and compliance platforms.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Robert F

Series 63, Series 66

Chesterfield, MO

Acropolis Investment Management

Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acropolis since 2015. 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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Stephen W

CFP®, Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

Stephen Wedel is a CFP® with 42 years of industry experience, currently affiliated with RFG Advisory, LLC. His career includes significant roles at Four Seasons Wealth Management and LPL Financial, and he serves on the board of the Naples Ailing and Yacht Club as co-chair of long-range planning. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management through various model strategies and third-party platforms and is noted for its sub-advisory role with Bluemonte ETFs and service to investment company and municipal clients.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Zeonia C

Series 63, Series 65

Lake St. Louis, MO

First Heartland Consultants, Inc.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. 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, and both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Nicholas H

Series 63, Series 65

Cottleville, MO

First Heartland Consultants, Inc.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc and Pruco Securities LLC. Outside of his advisory work, he serves as a high school basketball official in Missouri. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial consulting, and model-based self-directed brokerage programs through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Sandra C

Series 63, Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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David B

Series 65

Chesterfield, MO

Impact Partnership Wealth, LLC

David Brandon is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Impact Partnership Wealth, LLC and has previously been associated with Brookstone Wealth Advisor, Aul Financial Group, LLC, and DoorDash. In addition to his advisory role, he assists advisors as a paraplanner with life insurance and annuity sales through Aul Insurance Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm offers a range of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed investment models.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Kayla N

Series 66

Chesterfield, MO

Arax Advisory Partners

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years and Equitable Advisors for twelve years. Nieman serves as the treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, employing a mix of traditional and alternative investments managed through in-house teams and external managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Amanda M

Series 65

Chesterfield, MO

Acropolis Investment Management

Amanda Mertens is a financial advisor at Acropolis Investment Management with six years of industry experience. She holds a Series 65 designation and has worked at Acropolis since 2019, following several years at Commerce Bank. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework driven by long-term data and combines quantitative and fundamental analysis to construct diversified portfolios with an emphasis on tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Joseph C

Series 63, Series 65

St Albans, MO

Sowell Management

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Jimmy E

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. 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 combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Robert C

CFP®, Series 66

Chesterfield, MO

Savvy

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Cherry O

CFP®, Series 65

Chesterfield, MO

Belpointe Asset Management LLC

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Alyssa K

Series 65

Chesterfield, MO

Mutual Advisors, LLC

Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has worked at firms including LPL Financial and Broadway Graham Wealth Partners. Outside of her advisory roles, Kinney has experience in retail and hospitality sectors, including positions at Michael Kors and The Coop @ The Graduate Hotel. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical methods to tailor portfolios according to client objectives and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Vincent T

CFP®, Series 66, Series 65

O'Fallon, MO

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Mark D

Series 63, Series 65

St Peters, MO

Cornerstone Wealth Management, LLC

Mark Deprospero is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2014. 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 employs a multi-brand operating model leveraging LPL-sponsored programs and technology to deliver tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Nicole C

Series 65

St. Peters, MO

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kirk H

Series 63, Series 65

Ballwin, MO

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brian L

Series 63, Series 66

Wildwood, MO

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Daniel B

Series 63, Series 66

O Fallon, MO

Gradient Advisors, LLC

Daniel Brungard is a financial advisor with Gradient Advisors, LLC, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory work, Brungard is involved in recreation as an event consultant and technical director for bicycle races and holds a license as a race official with USA Cycling. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that incorporates multiple analytical approaches while managing approximately $1.39 billion in total platform assets.

Retirement income strategy General tax planning
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