Daniel Upchurch is a financial advisor at Van Clemens Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Financial & Tax Architects, LLC and Yates Group. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of investment methods, including modern portfolio theory and third-party managers, alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

James Quicksilver is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Huntleigh Securities Corporation since 2012. Outside of his advisory role, he is a 50% partner in a bar and restaurant business in St. Louis, contributing approximately 20 hours per week. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, employing a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies.

Rick Militello is a financial advisor with Integrated Advisors Network LLC in Ofallon, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Militello Wealth Management, where he currently holds an ownership interest. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with a range of investment strategies, and frequently utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

David Sentnor is a CFP®-designated financial advisor with 28 years of industry experience. He has worked with Mutual Advisors, LLC since 2018, following sixteen years at First Heartland Capital Inc. Sentnor serves as a finance committee member for the City of Creve Coeur, reviewing financial reports and participating in the city’s annual budget process. Mutual Advisors, LLC provides advisory services to a diverse client base including individuals, trusts, estates, retirement plans, and institutions. The firm employs a combination of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including work with sovereign wealth funds and other less common institutional clients.

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a specialized small- and micro-cap investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Bradley Keene is a CFP® professional with 25 years of industry experience. He has been with Visionary Wealth Advisors, LLC since 2014. The firm serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. Visionary Wealth Advisors employs a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed model portfolios and options managed by independent third-party managers.

Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, using fundamental and technical analysis to guide investment decisions.

Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.

Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.

Kenneth Dow is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at UMB Financial Services since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as a high school baseball coach. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions utilizing documented suitability reviews and model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management and ERISA retirement-plan services. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Kevin Pflug is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Huntleigh Securities Corporation in 2018, he worked at Amazon.com, Inc. from 2017 to 2018. He is also a managing member of Hunter Point Investments LLC, a business involved in managing the affairs of related entities. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolios, and specialized strategies such as the MindShare small- and micro-cap program. The firm employs a combination of fundamental, technical, cyclical, and quantitative analyses across its offerings.

Stacy Flanagin is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC and has prior experience at Krilogy Financial and Optimum Wealth Management, LLC. Stacy is based in St. Louis, MO. Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Adam Perkins is a financial advisor with UMB Financial Services, Inc. in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at UMB Bank, UMB Insurance Inc., and UMB Financial Services, Inc. since 2006, with prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is co-owner of an LLC formed to purchase a vacation property for family use. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of wrap-fee Managed Account Solutions and is affiliated with UMB Bank, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

Chad Treacy is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has worked at UMB Financial Services since 2017 and has been with UMB Bank since 2011. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various program options and access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments. The firm employs a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Susan Montebello is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 43 years of industry experience. She has been affiliated with Huntleigh Securities Corporation since 1986. Huntleigh Advisors serves a diverse client base including individual investors, small businesses, charities, trusts, estates, and employer retirement plans. The firm employs model asset allocation portfolios and offers a specialized MindShare strategy focused on small- and micro-cap growth, combining fundamental research with technical and quantitative analysis.