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.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Lucas Nikolaisen is a CFP®-designated financial advisor at Krilogy with eight years of industry experience. He has worked at Krilogy Financial since 2018 and previously held roles at Midwest Acceptance Corp and A.Mrazek Moving Systems. Additionally, he is a licensed Life and Health Insurance Agent. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering a range of portfolio and financial planning services as well as sub-advisory and separately managed account strategies.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Michael Moloney is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked for Cambridge Investment Research Advisors, Inc. He serves on the board of the E. Walter Hausstette Charitable Foundation, which provides grants to organizations primarily in the St. Louis area. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.

Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves 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 various asset management solutions through a network of independent investment adviser representatives.

Suresh Fernando is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Creative Financial Designs, Inc. and has been with Pathfinder Financial Advocates since 2014. Fernando is also involved in independent insurance sales and serves as President of Pathfinder Financial Advocates, LLC. Creative Financial Designs, Inc. provides investment management and financial planning services to individual clients, charitable organizations, businesses, and retirement plans. The firm employs a model-driven investment approach that incorporates third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing arrangements and specialized management programs.

Hanh Nguyen is a CFP® with 10 years of industry experience, currently with Krilogy Financial since 2016. Based in St. Louis, MO, Nguyen holds a Series 65 license and has ownership interests in businesses related to real estate investment and property maintenance. Krilogy serves a diverse client base including high-net-worth individuals, corporations, and family offices, offering portfolio management, financial planning, and corporate retirement consulting. The firm's investment approach combines long-term model portfolios with tactical flexibility and includes active, passive, and alternative strategies tailored to client needs.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. 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.

Shawn Zell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Belpointe Asset Management LLC with four years of industry experience. His prior roles include work at D.H. Hill Securities, Fruition Financial, and the Milwaukee Bucks. He is a Finance Committee Member of the Mitrata Nepal Foundation for Children, a nonprofit organization supporting underprivileged children in Nepal. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and various advisory structures.

Marie Tustin is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Acropolis Investment Management, L.L.C. since 2013, serving in various roles over that time. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm offering discretionary portfolio management and advisory services to 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, using a combination of equities, bonds, mutual funds, and ETFs.

Jack Carpenter is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 designation and one year of industry experience. His prior work includes roles at UMSL and J & R Construction. 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.

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Kristin Poole is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. She previously worked at Buckingham Asset Management, LLC for seven years. Poole holds an adjunct lecturer position at Washington University, where she teaches courses on Wealth Management Practice. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and family office services.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.