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Michael E
Series 66
St. Peters, MO
Cornerstone Wealth Management, LLC
Michael Etheridge is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2014 and also maintains an affiliation with LPL Financial. 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, utilizing a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored solutions tailored to client goals.
Rebecca D
Series 65
Chesterfield, MO
Acropolis Investment Management
Rebecca Dollens is a financial advisor at Acropolis Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Acropolis, she was involved with St. Patrick Catholic Church for six years and operated Rebecca Stoehner LLC for five years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework using long-term data to construct diversified portfolios that emphasize tax efficiency and low turnover.
Eric M
PFS™, Series 63, Series 65
Chesterfield, MO
Mariner Independent
Eric Mundwiller is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. His prior work includes roles at Moneta Group Investment Advisors, LLC, and he is the founder and managing partner of Investtax Wealth Advisers, LLC. Outside of advisory work, he is a CPA with ITWA CPA Tax Services. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a platform that integrates institutional and retirement plan resources.
Sara G
CFP®, Series 63, Series 65
Chesterfield, MO
Savvy
Sara Gelsheimer is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at Plancorp, LLC for multiple terms totaling over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call options, and ESG-focused models, supported by proprietary technology and external research.
Stacy S
Series 63, Series 65
Ballwin, MO
Prospera Financial Services, inc.
Stacy Schaefer is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cutter And Company Brokerage, Inc. for 26 years. Outside of her advisory role, she is involved as a bookkeeper for a holding company related to real estate holdings. 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, offering financial planning, portfolio management, and access to various advisory programs and platforms.
Matthew T
ChFC®, Series 63, Series 66
Chesterfield, MO
Lexaurum Advisors
Matthew Tooley is a financial advisor at Lexaurum Advisors with 18 years of industry experience. He holds the ChFC® designation and has worked previously at Northwestern Mutual Wealth Management Company and its affiliated entities from 2008 to 2020. Outside of his advisory role, he coaches volleyball for a youth sports club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, including model allocations implemented with low-cost ETFs.
Ryan C
CFA®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm providing discretionary portfolio management and advisory services to 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, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.
Jared H
Series 65
Ofallon, MO
Core Planning
Jared Hamann is a financial advisor at Core Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Savings Bank and Northwestern Mutual. Outside of his advisory role, Jared is involved in Lilypad Daycare, contributing approximately five hours per week to general office work. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using fundamental analysis and a combination of in-house advice, third-party money managers, and model portfolios.
Kimberly R
CFP®, Series 66
Chesterfield, MO
Kestra Private Wealth Services, LLC
Kimberly Rubenstein is a CFP® with 20 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2018, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she holds ownership interests in several family-run restaurant businesses and participates in their strategic management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm offers a range of investment products and platforms while maintaining oversight of advisor recommendations.
Sakis S
CFP®, Series 63, Series 65, Series 66
Chesterfield, MO
Acropolis Investment Management
Sakis Salas is a CFP® professional with 23 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2006. He holds Series 63, 65, and 66 licenses. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm providing discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm utilizes a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.
Robert N
Series 63, Series 65
Ballwin, MO
Prospera Financial Services, inc.
Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cutter and Company Brokerage Inc and B. Riley Wealth Management. He is also the sole member of Norman Wealth Advisory LLC. 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 through financial planning, portfolio management, and access to multiple advisory programs and platforms.
John R
Series 66
Chesterfield, MO
Concurrent Investment Advisors, LLC
John Ronston is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Edward Jones, Wells Fargo Advisors, Wachovia Securities, Chevy Chase Financial Services, and Merrill. He currently serves as Vice President of Investment Implementation at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other securities.
Christopher L
Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Christopher Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acropolis since 2002. 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, combining individual securities, mutual funds, and ETFs with rigorous risk/return modeling and security-level analysis.
Kimberly P
Series 66
Chesterfield, MO
Kestra Private Wealth Services, LLC
Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, serving both individual and institutional clients.
Thomas E
CFP®, Series 66
Chesterfield, MO
Foundations Investment Advisors LLC
Thomas Elder is a CFP® with nine years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. He previously worked at Compass Retirement Solutions and Synergy Wealth Solutions, among other firms. Elder is also president of Elderwise Consulting LLC, where he consults on sales training program development and is the author of a book on sales training program design. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies, including fundamental and technical analysis, and utilizes model portfolios with discretionary or non-discretionary authority assigned to its advisers.
Kelly S
Series 65
Chesterfield, MO
Arax Advisory Partners
Kelly Stilts is a Series 65-licensed advisor at Arax Advisory Partners with one year of experience in the financial advisory industry. Prior to joining Arax, Stilts held various roles at Centene Corporation from 2011 to 2023 and has been involved with 1st Phorm since 2024. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives. The firm is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.
Stan K
Series 65
Ofallon, MO
Core Planning
Stan Kovarik is a Series 65-credentialed financial advisor with Core Planning, bringing five years of industry experience. His prior work includes roles at Joe Kaufman Insurance Agency and Shane Riffel Insurance Agency, alongside experience at UPS and the City of St. Paul, Missouri. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools combined with tailored investment strategies based on client risk tolerance and objectives.
Lauren K
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Lauren Kingsten is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at Acropolis Investment Management since 2011, including the current entity since 2020. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data to construct diversified portfolios focused on tax efficiency and low turnover, and it maintains a specialized retirement practice for union workplaces.
Robert C
PFS™, Series 63, Series 65
Lake St. Louis, MO
First Heartland Consultants, Inc.
Robert Cremerius is a financial advisor with First Heartland Consultants, Inc. in Lake St. Louis, MO, holding the PFS™ designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and First Heartland Capital, Inc. In addition to his advisory role, he is involved in independent insurance agency work and owns a financial services DBA. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program while delivering services through independent investment adviser representatives using various analytical and asset allocation techniques.
Heather B
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Heather Burke is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. She has been with Acropolis since 2022 following a nine-year break from employment. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by both commercial and academic data to build diversified portfolios emphasizing tax efficiency and low turnover.
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