Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves 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 applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

Stephen Wedel is a CFP® professional with 42 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has held roles at Four Seasons Wealth Management and LPL Financial, LLC during his career. Wedel serves on the board of the Naples Ailing and Yacht Club, where he is co-chair of long-range planning. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a blend of active and passive strategies alongside tax-aware approaches and unified managed accounts.

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. 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 both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

David Brandon is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brookstone Wealth Advisor and Aul Financial Group, LLC. Outside of his advisory role, he is involved with Aul Insurance Group, LLC, assisting advisors with client support and insurance quote requests. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform supported by a third-party services provider.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years prior to joining Arax in 2025. Outside of her advisory role, she serves as treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Amanda Mertens is a financial advisor at Acropolis Investment Management, L.L.C. with five years of industry experience. She has been with Acropolis since 2019 and previously worked at Commerce Bank from 2014 to 2019. 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. 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 combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

Deanna Orf is a CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience, currently serving at Plancorp, LLC. Her prior roles include positions at Impact Partnership Wealth, Aul Financial Group, and Retirement Wealth Advisors. Orf has also been involved with NAMI St. Louis. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans with comprehensive wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and incorporates tax-aware strategies, discretionary and non-discretionary management, and ongoing fiduciary certification.

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience and holds a Series 65 designation. Her prior roles include positions at LPL Financial, Broadway Graham Wealth Partners, and Michael Kors. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving unique institutional clients such as sovereign wealth funds.

Vincent Tizono is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with AlphaStar Capital Management. He has held positions at multiple firms, including Conquistare Financial Advisory, Retire Once Financial Management, and AE Wealth Management. Outside of his advisor role, he is involved with insurance sales and the sale of gold and silver coins through Conquistare Financial Advisory. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches and utilizes third-party portfolio construction technology while managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Deprospero is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2014. 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 leveraging LPL-sponsored programs and technology to deliver tailored investment advice and continuous account supervision.

Nicole Crangle is a financial advisor at Prospera Financial Services, Inc. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Prospera, she worked at Blattel & Associates and held various roles outside the financial sector. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, providing investment advisory and financial planning services through multiple platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Cutter & Company, Inc. for 17 years before joining Prospera in 2025. Outside of his advisory role, he coaches women’s junior varsity soccer at Lutheran High School Association and educates on the benefits of metabolic supplements through a health company distributor. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio management options.