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.

Steven Owens Jr. is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63, 65, and 66 designations with nine years of industry experience. His prior work includes roles at TIAA-CREF, Pinnacle Technical Resources, and Wells Fargo Clearing. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach, uses documented Investment Policy Statements, and offers discretionary and non-discretionary management, as well as third-party manager due diligence and tax-aware portfolio strategies.

Mark Minton is a financial advisor at Cornerstone Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his advisory role, he is involved with Comprehensive Benefits LLC, an insurance agency that sells Medicare-related plans. Cornerstone Wealth Management serves a broad client base including individuals, trusts, 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.

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.

Benjamin Castiglioni is a financial advisor with Prospera Financial Services, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. from 2013 to 2025. Prospera Financial Services, Inc. is a large, multi-team advisory and broker-dealer firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering diversified investment advisory and financial planning services with various platform options and discretionary or non-discretionary management.

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.

Christopher Carrillo is a financial advisor at Prosperity Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Services, Inc., Sii, and National Planning Corporation. Outside of his advisory role, Carrillo has experience as a licensed insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and diversified investment strategies.

Eli Katz is a CFP® professional at Plancorp, LLC with one year of industry experience. Prior to joining Plancorp, he worked at KIPP for six years and was involved with Meshuggah Cafe for two years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans through wealth management, investment management, financial planning, and other financial services. The firm employs a Modern Portfolio Theory-based investment process, offers discretionary and non-discretionary management, and provides tax-aware strategies alongside in-house tax preparation.

Stacy Schaefer is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Cutter And Company Brokerage, Inc. for 26 years. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm provides investment advisory and financial planning services across multiple platforms, offering customizable portfolio solutions with ongoing monitoring and rebalancing.

Adam Kilker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. He has 17 years of experience in the industry, including roles at Royal Alliance Associates, Inc. and Premier Financial Partners. Kilker provides financial planning services through NWF Advisory Services while working from St. Louis, Missouri. NWF Advisory Services manages approximately $6.4 billion in client assets with a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting across a variety of account types.

Jerod Bland is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and C2P Capital Advisory Group, LLC. He is also involved with the Chamberlin Group, where he provides insurance and non-legal estate planning administrative services. Foundations Investment Advisors serves a broad client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using a combination of fundamental, technical, and cyclical analysis along with tailored client profiles and an asymmetric rebalancing approach.

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.

Sean Wiegert is a financial advisor with Principal Advised Services in Ballwin, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and Wells Fargo Clearing Services. Wiegert also serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models to provide both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm is affiliated with the Principal Financial Group family, enabling integrated access to proprietary funds, bank products, and affiliated trading services.

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.

Giovanni Ferrara is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with several firms, including The Chamberlin Group and C2P Capital Advisory Group. Outside of his advisory role, he provides administrative support and non-legal estate planning services, including insurance and annuity solutions, through The Chamberlin Group. Foundations Investment Advisors LLC offers financial planning and portfolio management to a wide client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

Michael Dempsey is a CFP® professional at Plancorp, LLC with six years of industry experience. Prior to joining Plancorp in 2022, he worked at BWTP PC for five years and PricewaterhouseCoopers for three years. 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 process uses Modern Portfolio Theory and documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management while incorporating tax-aware strategies.

Samantha Dombek is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Her background includes roles at Reinsurance Group of America and BKD, LLP prior to joining Plancorp. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans by offering wealth management, financial planning, 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 across various securities, with both discretionary and non-discretionary management options available.

Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He previously worked for nine years at Cutter and Company Brokerage Inc. Norman holds Series 63 and Series 65 licenses. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base, including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers various investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Scott Peterson is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Financial & Tax Architects in 2019. In addition to his advisory role, he operates as an independent insurance agent offering a range of insurance products. 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, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Grant Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, NYLIFE Securities LLC, New York Life Insurance Co., UBS, and the University of Mississippi. 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 advisor-led discretionary management alongside LPL-sponsored programs and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.