Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. 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.

Jeffrey Weber is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at First State Financial Management, LPL Financial, Natcity Investments, Inc., and U.S. Bancorp Investments, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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 through both proprietary and third-party platforms.

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and 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, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. 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 a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.

Guy Penn is a financial advisor at Core Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rush Penn LLC from 2015 to 2018. Penn has been with Core Planning since 2010. Core Planning provides fee-only financial planning, wealth management, and portfolio management services to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. 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, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.

Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. 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.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

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.

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. 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 and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

Jeffrey Patterson is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cutter And Company, Securities America Advisors, Inc., Bolton Securities Corporation, and Stifel. Outside of his advisory work, he is a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro-bono role connected to a local martial arts school. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

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.

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

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.

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. 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, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Deborah Edwards is a CFP® professional with 22 years of experience in financial advisory. She is currently with Arax Advisory Partners and previously worked at Summit X, LLC, and Equitable Advisors. She is also active as a life insurance agent with Ash Brokerage. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach, using a mix of in-house teams, external managers, and both traditional and alternative investments, supported by AI tools and third-party analytics.

Thomas Gooden is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also maintains a hybrid advisory role through LPL Financial. Outside of his advisory duties, he serves as a non-variable insurance agent with Pickett Group, Inc. 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 emphasizes tailored investment advice through advisor-led discretionary management and utilizes a combination of fundamental, quantitative, and qualitative analysis supported by a multi-brand operating model and technology platforms.