Andrea Levinson is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2022. Prior to this role, she was not employed in the financial sector for ten years. 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 long-term commercial and academic data to construct diversified portfolios emphasizing tax efficiency and low turnover.

William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Jeffrey Patterson is a financial advisor with Prospera Financial Services, Inc. in Ballwin, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Cutter and Company and Securities America Advisors, Inc. Patterson is also a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro bono role unrelated to his investment work. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans with approximately $12.4 billion under management. The firm offers a range of advisory and financial planning services through multiple platforms, combining firm and third-party models with customizable allocations.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

Jordan Blanton is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served five years in the US Army and worked at BAE Systems for one year. 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 and individual securities, with most client relationships managed on a discretionary basis.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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 a multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

John Mcclelland is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2017 and previously worked at Duncker, Streett & Co, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs.

Melissa Busso is a financial advisor at Western Wealth Management LLC with Series 65 and Series 63 credentials and one year of industry experience. She has worked at Jumet Financial since 2017 and was not employed in the financial sector from 2010 to 2017. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm provides comprehensive portfolio management, financial planning, and a range of investment strategies through a decentralized network of advisors.

Gordon Haave is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Financial & Tax Architects, LLC for 10 years and previously worked at Coinrush Ltd., International Recovery Management, and Universal Fusion entities. Outside of his advisory role, he serves as managing director of Agora Trust Ltd. and is involved in media and compliance services through indirect ownership in related companies. 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 uses proprietary “Private Wealth Strategies” featuring exchange-traded funds, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

Jacob Summerville is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Sequent Planning, he held roles at St. Louis Insurance Group, Fieldhouse & Willie's, and several educational institutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent investment adviser representatives and emphasizes a structured risk framework with diversified manager exposure and tax-aware strategies.

Deborah Edwards is a CFP® professional at Arax Advisory Partners with 22 years of industry experience. She previously worked at Summit X, LLC for nine years before joining Arax Advisory Partners. In addition to her advisory role, Edwards is an insurance agent affiliated with Ash Brokerage. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving 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.

Peter Lazaroff is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the CFP®, CFA®, and Series 65 designations with 18 years of industry experience. He serves as Chief Investment Officer and member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Lazaroff also manages educational activities through his entity Lazaroff LLC, which encompasses his writing, presentations, and website. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process, employs documented Investment Policy Statements, and offers both discretionary and non-discretionary management alongside cash management options.

James Mc Key is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Outside of his advisory role, he has experience in corrosion solutions through Engineered Corrosion Solutions. 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 uses a combination of advisor-led discretionary management and LPL-sponsored programs, focusing on tailored investment advice with continuous account supervision and a multi-brand operating model supported by technology to serve a large client base.

Eric Meyer is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has held various roles across industries including security, pharmaceuticals, and academia, beginning his advisory career in 2026. Prior to joining Foundations, he worked at The Chamberlin Group and GardaWorld Security among other organizations. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual investors, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and offers services through a broad network of affiliated offices and advisors.

Jacqueline Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Prospera since 2025, following 14 years at Cutter & Company, Inc. and over a decade at Greater Image. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer 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 through around 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management.

J. Kerckhoff Jr. is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2010. Since 2017, he has also served on the Investment Committee and, starting in 2020, on the Board of Managers of BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with 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 guided by documented Investment Policy Statements, offering discretionary and non-discretionary management across various asset classes.

Timothy Head is a financial advisor at First Heartland Consultants, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and through his own CPA firm, Timothy L. Head, CPA. He is also the owner of a CPA firm and has experience marketing fixed insurance products as an insurance agent. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 registrations with two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Kelly Education. 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 “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with many client relationships managed on a discretionary basis.

Leo Haas is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 17 years of industry experience. He has been with Plancorp since 2008, during which time the firm operated as Plancorp, Inc. Plancorp serves high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and detailed Investment Policy Statements, with a focus on diversified asset allocation and tax-aware portfolio management.