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.

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.

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 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 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.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Prospera in 2025, she was with Cutter and Company for nine years. 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.

Gary Breneman is a financial advisor with Wealth Management who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Wealth Management since 2006 and also operates Breneman & Co., which he has been involved with since 1978. Outside of his advisory work, he is president and owner of Mutual Fund Publishing Co., which produces reference tax books, and serves as a treasurer and board member for several nonprofit organizations. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs a passive investment approach using broadly diversified portfolios primarily composed of no-load mutual funds and ETFs, and emphasizes fee transparency and cost minimization.

Joseph Kinnison is a CFA® charterholder with 15 years of industry experience. He has worked at First Heartland Consultants, Inc. since 2021 and previously spent nine years at Argent Capital Management LLC. Outside of his advisory role, he is president of Gohomefish, LLC, a publishing company focused on book writing. 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 various asset management solutions through a network of independent investment adviser representatives.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Prospera in 2025, he spent 33 years at Cutter & Company, Inc. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lori Wray is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of her advisory work, she is the owner and president of Investing You, a business focused on helping coaches and investment professionals enhance client wellbeing and future planning through an automated measurement process. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm employs a combination of fundamental, quantitative, and qualitative analysis for portfolio management and provides financial planning, retirement consulting, and third-party manager referrals.

Nancy Carrel is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 designations. She has eight years of industry experience, including roles at BFC Planning since 2021 and Berthel Fisher & Company Financial Services since 2017. Prior to her financial services career, she worked for over a decade at Schicker Automotive. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a network of advisors managing approximately $3.8 billion in assets across more than 11,000 client relationships.

Carlton Dick is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. He is also licensed as a life insurance agent with Ash Brokerage/PKS Financial. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies including both traditional and alternative investments, supported by in-house portfolio teams and third-party managers.

Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Summit Wealth Strategies, and Summit X. He serves as secretary on the board of Summit Bancshares, Inc. 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. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments managed by in-house teams and external managers.