Steven Owens Jr. is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at TIAA-CREF, Pinnacle Technical Resources, TEKsystems, and Wells Fargo Clearing. Plancorp serves individuals—including high-net-worth clients—trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management with tax-aware portfolio reviews.

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 at Prospera Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cutter & Company, Inc. from 2013 to 2025 before joining Prospera in 2025. Prospera Financial Services, Inc. is a multi-team 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.

Eric Mundwiller is a financial advisor at Mariner Independent with over 30 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Stifel Independent Advisors, Moneta Group Investment Advisors, and AdvicePeriod, LLC. In addition to his advisory work, Mundwiller is a CPA and founder of Investtax Wealth Advisers, offering investment advisory services through Mariner Platform Solutions. Mariner Independent serves individual clients, including high-net-worth investors, as well as pension plans, trusts, and charitable organizations. The firm provides a range of financial planning and portfolio management services supported by both in-house and third-party resources, with access to diverse investment strategies and affiliated businesses such as a state-chartered trust company and institutional pension consulting.

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.

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 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.

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.

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 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.

Kimberly Rubenstein is a CFP® and Series 66-registered advisor with Kestra Private Wealth Services, LLC, bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Merrill. Outside of advisory work, she is a part-owner of several family-operated restaurants and participates in their strategic management. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Sakis Salas is a CFP® professional with 24 years of industry experience, currently serving at Acropolis Investment Management since 2006. He previously worked at First Horizon Advisors and Charles Schwab. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover, and maintains a focused retirement practice with significant roles in union workplace plans and company-sponsored retirement services.

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 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.

Christopher Lissner is a financial advisor at Acropolis Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm utilizes an asset-allocation framework driven by long-term data and manages diversified portfolios emphasizing tax efficiency and low turnover.

Kimberly Peaker is a Series 66-licensed financial advisor with Kestra Private Wealth Services, LLC, bringing 19 years of industry experience. She has worked at Kestra Private Wealth Services and Kestra Investment Services since 2018 and previously spent two years at Wells Fargo Clearing. Outside of her advisory role, she is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as a fundraising coordinator for the Daniel Boone PTO. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, serving individual and institutional clients with both discretionary and non-discretionary account arrangements.

Thomas Elder is a CFP® with nine years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC since 2024. He previously worked at Compass Retirement Solutions and Synergy Wealth Solutions, among other firms. Outside of his advisory role, he is the 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 ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies, utilizes third-party sub-advisers and custodians, and offers services through a large network of affiliated offices and representatives.

Kelly Stilts is a financial advisor at Arax Advisory Partners with a Series 65 designation. Kelly has no prior industry experience but has worked at Arax Advisory Partners since 2025. Before joining the advisory field, Kelly held various roles at Centene Corporation from 2011 to 2023 and is currently involved with 1st Phorm. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of in-house teams and external managers with traditional and alternative investment strategies.