Charles Dodson is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at J.A. GLYNN Investments LLC for 14 years and has been with Stifel since 2022. Outside of his advisory role, he serves as a committeeman for the St Francois County Republican Central Committee. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach combines proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Andrew Claus is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and 1 year of industry experience. He has been with the firm since 2014. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client accounts managed on a discretionary basis.

Geoffrey Bright Jr. is a financial advisor at Stifel Independent Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several Stifel entities since 2003, including Stifel Nicolaus and Company and Century Securities Associates. Mr. Bright serves as an arbitrator for FINRA and is a member of the Susan G. Komen Missouri & Kansas Board of Directors. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm’s approach integrates proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Ryan Trenz is a financial advisor at Principal Advised Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Citigroup and Wells Fargo Clearing Services LLC. His background includes roles in retirement consulting and investment advice within the Principal Financial Group. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and operates in affiliation with multiple Principal Financial Group entities.

Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, 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 using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.

Joseph Weinbauer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Berthel Fisher & Company since 2010 and serves as Managing Principal of Weinbauer Financial Group. Outside of his advisory role, he is active in the St. Louis community, serving as Treasurer for the St. Louis Junior Invitational, President of the Hill Business Association, and a Board Director at Norwood Hills Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Anna Bertrand is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of advisory work, she is an insurance agent and also works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and retirement plan consulting. The firm delivers managed solutions primarily through platforms such as Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013, with prior experience at the same firm and Missouri Valley Partners, Inc. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, implementing investments through strategic asset allocation using model portfolios and third-party programs.

Madyson Tracy is a Series 66-licensed financial advisor at BFC PLANNING, Inc. in Manchester, MO, with nine years of industry experience. She has worked at firms including Cetera Wealth Services, Securian Financial Services, and Renaissance Financial. Tracy also has roles related to fixed insurance product sales and securities advisory through Renaissance Financial. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent adviser representatives using various program structures and investment strategies.

Cynthia Whitman is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cutter & Company, Inc. and Edward Jones. Outside of her advisory role, she volunteers with Great Pyrenees Rescue of Missouri and serves as a travel cruise escort during her personal time. 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 various advisory programs and platforms.

Leslie Garrison is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. Prior to joining Cornerstone, Leslie worked at Buckingham Strategic Wealth from 2015 to 2018. Leslie has been associated with LPL Financial and Cornerstone Wealth Management since 2018. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led management and LPL-sponsored programs to tailor investment advice to client goals.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Curtis Shillingsford is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Tap Consulting LLC, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Mark Minton is a financial advisor at Cornerstone Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his advisory role, he is involved with Comprehensive Benefits LLC, an insurance agency that sells Medicare-related plans. Cornerstone Wealth Management serves a broad client base including individuals, trusts, 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.

Benjamin Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cutter & Company, Inc. from 2013 to 2025 before joining Prospera in 2025. Prospera Financial Services, Inc. is a multi-team 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.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Waddell & Reed Inc. and Banc of America Investment Services. Outside of his advisory roles, he serves as president of the board of directors for the nonprofit Willows Way. 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.

Stacy Schaefer is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cutter And Company Brokerage, Inc. for 26 years. Outside of her advisory role, she is involved as a bookkeeper for a holding company related to real estate holdings. 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 business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.