Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cornerstone Wealth Management since 2016 and also maintains affiliations with Legends Financial Services Group LLC and LPL Financial. Ward’s background includes sales of fixed insurance and life and health products through Legends Financial Services. 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 model with advisor-led discretionary management and utilizes various LPL-sponsored programs and technology to support a large client base.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.

Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves 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.

Suresh Fernando is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Creative Financial Designs, Inc. and has been with Pathfinder Financial Advocates since 2014. Fernando is also involved in independent insurance sales and serves as President of Pathfinder Financial Advocates, LLC. Creative Financial Designs, Inc. provides investment management and financial planning services to individual clients, charitable organizations, businesses, and retirement plans. The firm employs a model-driven investment approach that incorporates third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing arrangements and specialized management programs.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Shawn Zell is a CFP® with four years of industry experience, currently serving at Belpointe Asset Management LLC and Fruition Financial. His prior work includes a five-year tenure with the Milwaukee Bucks. He is a finance committee member of the Mitrata Nepal Foundation for Children, a nonprofit focused on supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios and a variety of investment strategies, supported by a broad network of affiliated businesses and product sponsorships.

Marie Tustin is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Acropolis Investment Management, L.L.C. since 2013, serving in various roles over that time. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm offering 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, using a combination of equities, bonds, mutual funds, and ETFs.

Jack Carpenter is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 designation and one year of industry experience. His prior work includes roles at UMSL and J & R Construction. 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 mix of equities, bonds, mutual funds, and ETFs.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Lisa Avenevoli is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Blackridge Asset Management, LLC since 2021. Prior to that, she worked for Steve Robbins, Inc. for 21 years. She is a joint owner of JAGS Investment, LLC, where she assists with bookkeeping and record-keeping. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis, offering model-based portfolio management and estate-planning support through an online platform.

Shawn Murff is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He previously worked at Edward Jones, Aim Financial Solutions LLC, and Cutter and Company Brokerage Inc. In addition to his advisory role, Murff works as an independent contractor soliciting and writing property and casualty insurance through The Silver McDonough Company. 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 multiple advisory programs and third-party platforms.