Bryce Dalrymple is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Krilogy Financial since 2020 and previously held positions at Clayco and Professional Employment Group. Bryce is based in Saint Louis, MO. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub-advisory model delivery, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Peter Donovan is a CFP®, ChFC®, and Series 66 licensed advisor with 22 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2025, following prior roles at Summit X, LLC and Equitable Advisors. Donovan serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and is involved in insurance agency activities as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of internal teams, external managers, and alternative investments.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked for Sterling Capital Management, Inc. for 31 years before joining Visionary Wealth Advisors in 2019. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.

Sarah Meyer is a financial advisor at Krilogy with one year of experience in the industry. She holds the CFP® and Series 65 designations. Her prior roles include positions at Moneta Group Investment Advisors, Express Scripts, and Commerce Bank. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth households, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Brennan Hammer is a financial advisor at Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Brett Siegfried is a financial advisor with Krilogy, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Krilogy Financial LLC and JPMorgan Securities LLC. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with a combination of active and passive strategies and offers comprehensive portfolio management and financial planning services.

Cole Pickett is an associate advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has worked at Transce3nd since 2025. Prior to this, he has been involved with Madison Avenue Securities and e3 Wealth, where he also serves as a client concierge. Outside of his advisory roles, he co-owns Oasis Marketing, a business focused on email campaign management and prospect education. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm utilizes a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he is involved with an investment club account at TD Ameritrade. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based self-directed brokerage accounts, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms.

Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Visionary Wealth Advisors provides financial planning, consulting, and investment management services 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 based on Modern Portfolio Theory.

John Gallia is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at Edward Jones, ON Investment Management Co, and LPL Financial. Gallia also serves as an adjunct professor teaching business courses at Maryville University and is involved with agricultural and outdoor recreation leases through Gallia Family Farms, LLC. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and institutional clients, including investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and technology-driven retirement solutions.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. 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, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Karen Maurer is a CFP® with 31 years of industry experience, currently associated with Krilogy in St. Louis, MO. Her prior roles include two decades at Crown Capital Securities, LP, and positions at Sentra Securities Corporation and Saxony Securities, Inc. She serves on the board of the St. Louis Crisis Nursery, advising the organization's CEO. Krilogy serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach overseen by an internal committee, blending active and passive strategies with customized solutions.

Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays through an Investment Committee and CIO-led process.

Jane Leech is a financial advisor with Krilogy in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for five years before joining Krilogy in 2021. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office support.

Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 credential and has worked at Saxony Securities and Krilogy Financial since 2016. Outside of his advisory role, he is the owner of KEP Law, LLC, where he provides estate planning services, and also manages TNL Holdings, a holding company for Krilogy ownership units. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, corporate and institutional clients, and charitable organizations. The firm’s investment approach combines long-term portfolio management with tactical adjustments, offering active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.