Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and having 23 years of industry experience. He has worked at Four Seasons Wealth Management since 2003 and has been with RFG Advisory since 2014. Outside of his advisory role, he participates in charitable cycling events for Pedal the Cause and volunteers with the St. Joseph’s Fathers Club to support scholarship fundraising. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a mix of actively managed and passive investment strategies, alternative investments, and portfolio management services.

Christopher Cooper is a financial advisor with Fortis Capital Advisors, LLC in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Fortis Capital Advisors in 2024, he worked at several firms including Serenity Wealth Management, where he also serves as president and is involved in insurance sales. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, employing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Mark Beckrich is a financial advisor at Cornerstone Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management and LPL Financial since 2012. 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 utilizing LPL platform programs and technology to support a high client load across its 91 advisors.

Terry Coleman is a financial advisor at Virtue Capital Management, LLC with 48 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Virtue since 2016. He is also the owner and president of Retirement Resource Group, which markets fixed annuities, life insurance, and senior health products. Virtue Capital Management serves individuals, trusts, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of tactical and strategic strategies with quantitative analysis and third-party manager selection to tailor portfolios to client objectives.

Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. 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, using a mix of equities, bonds, mutual funds, and ETFs.

Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.

Lei Deng is a financial advisor with Core Planning in Saint Louis, MO, holding CFP® and CFA® designations and the Series 66 license. He has 10 years of industry experience, including prior roles at Edward Jones and Origin Planner Network. In addition to his work at Core Planning, Deng provides financial planning services remotely for tech workers through an independent contractor relationship with Origin Financial. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Jessica Hendricks is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and previously worked at Commerce Bank for six years before joining Acropolis in 2021. Acropolis Investment Management, LLC 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 equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.

Seth Roggenkamp is a financial advisor with Arax Advisory Partners in Chesterfield, MO. He holds a Series 65 designation and has two years of industry experience, including prior work at Summit Wealth Strategies. Seth’s background includes a decade as a student before entering the advisory field. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, managing approximately $26.5 billion in regulatory assets through more than 200 advisors.

Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Bradley Combs is a CFP® professional with 14 years of experience in financial advising. He has worked at Acropolis Investment Management, L.L.C. since 2019 and previously spent 12 years with Paradigm Financial Advisors, LLC. Acropolis Investment Management, LLC 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 combination of equities, bonds, mutual funds, and ETFs.

Harry Frazier is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Plancorp, LLC since 2002. Since 2017, he has served as a member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide diversified asset allocation, offering discretionary and non-discretionary management along with tax-aware portfolio reviews.

Louis Wray Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, LPL-sponsored programs, and third-party portfolio managers to tailor investment advice to client goals.

Christian Wagner is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Acropolis Investment Management since 2019. His prior experience includes roles at Nvsted and Wells Fargo Bank, N.A. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutions, and retirement plans with financial planning and portfolio management. The firm employs an asset-allocation framework based on long-term data and uses quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.

Andrew Walz is a Series 66-licensed financial advisor with First Heartland Consultants, Inc. in Lake St Louis, Missouri, where he has worked since 2019. He has six years of industry experience, including three years at Robert Half prior to joining First Heartland. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides a range of advisory services such as financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.

Ryan Gill is a financial advisor with ON Investment Management Company, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior work includes roles at Mutual of America Securities Corporation and Ohio National Financial Services. He also operates St. Charles Financial Services, LLC, a brokerage business focused on life insurance, annuities, and retirement planning. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and combines advisory services with ongoing broker-dealer activity through its dual-registration model.

Derek Jess is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Plancorp, LLC since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and First National Bank of Omaha. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment process, offers both discretionary and non-discretionary management, and incorporates tax-aware strategies such as tax-loss harvesting into portfolio reviews.

Ian Turner is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017. He is also vice president of Turner Financial Wealth Management, where he develops and recommends insurance-related planning strategies for clients. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Ryanne Harmann is a financial advisor with Acropolis Investment Management, L.L.C., holding Series 63 and Series 65 credentials and 14 years of industry experience. She 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, combining quantitative modeling with security-level analysis.

Jody Weis is a financial advisor with BFC Planning, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Berthel Fisher & Company Planning and Financial Services since 2016. Outside of his advisory role, Weis has worked as an independent consultant for skincare products and manages investment decisions for family limited partnerships. BFC Planning, Inc. provides financial planning, asset management, and outside money manager referral services to a diverse client base, including individuals, corporations, pensions, and trusts. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and third-party platforms.