Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers 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, combining quantitative modeling with security-level analysis.

Matthew Baisden is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Plancorp since 2016. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Trisha Koontz is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Summit Wealth Strategies, Commerce Brokerage Services, and Commerce Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a mix of internal portfolio management and third-party models.

Nathan Ward is a CFP® and holds a Series 65 license, working with Acropolis Investment Management since 2020. He has four years of industry experience following a decade of education. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework based on long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, and it maintains a focused retirement practice for union workplaces alongside advisory roles for numerous company-sponsored plans.

Stefanie Clark is a financial advisor at Smith, Moore & Co. with nine years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Smith, Moore & Co., she worked at Keystone Staffing and Live Nation Entertainment. Outside of finance, she teaches dance and tumbling at a civic dance studio. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor strategies, and outsourced managers across a range of asset classes.

Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. 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, combining quantitative modeling with security-level analysis.

Sean Kenney is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in hospitality and construction, as well as with the Institute of Christ the King Sovereign Priest. Financial & Tax Architects primarily serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers discretionary portfolio management and financial planning, employing proprietary “Private Wealth Strategies” that use exchange-traded funds, individual securities, and trend-aware rebalancing.

William Mckillip is a CFP® with 29 years of industry experience, currently serving as an advisor at Acropolis Investment Management, L.L.C. since 2018. He previously worked at MML Investors Services, Inc. for 21 years and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he is a partner in McKillip Financial Services, which focuses on life, health, disability, and long-term care insurance. Acropolis Investment Management, LLC is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs a committee-driven investment process emphasizing strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

John Wehmer is a CFP® credentialed advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2016 and is also associated 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 nearly $5 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis across various investment vehicles, providing tailored account supervision and periodic rebalancing.

Edward Barfield is a financial advisor with Kovack Advisors, Inc. He holds the ChFC® designation and has 26 years of industry experience. His work history includes roles at Veritas Advisors LLC, Geneos Wealth Management Inc, Cetera Advisor Networks LLC, Summit Financial Group, OneAmerica Securities, Inc., and Guardian Life. Outside of his advisory work, he is a partner in a firm involved in fixed and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs through a risk-based, model-driven investment process supported by Envestnet.

Justin Barwick is a financial advisor with Virtue Capital Management, LLC in St. Louis, MO. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Virtue Capital Management in 2016, he worked at Redhawk Wealth Advisors, Inc and Anixter. He is also involved in life and health insurance through Barwick Consulting Services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a mix of tactical, strategic, and dynamic investment approaches, supported by an investment committee that performs due diligence on third-party managers and model strategies.

Jayme Thaller is a financial advisor at Krilogy in St. Louis, MO, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including OneAmerica Securities, Voya, Nordstrom, and Lockton Investment Advisors. 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 approach supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office solutions.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

George Walker Jr. is a CFP® with 44 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He maintains a dual affiliation with LPL Financial and holds Series 63 and Series 66 licenses. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm combines advisor-led discretionary management with various LPL-sponsored programs and integrates multiple portfolio management approaches tailored to client goals.

Miranda Hagar is a CFP® and Series 65 credentialed financial advisor at Acropolis Investment Management with four years of industry experience. Before joining Acropolis in 2022, she held roles at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she previously worked with Sumits Yoga for two years and has experience with Dale Carnegie Training and the University of Missouri. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios and maintains a distinct retirement practice focused on union workplaces, managing over $2.6 billion in discretionary assets.

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. Summit Financial, LLC is a 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, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.

Daniel Smith is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Lincoln Financial Distributors Inc. and LPL Financial. Outside of his advisory work, he jointly owns a vacation property in Panama City Beach, Florida. 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 uses a multi-brand operating model that leverages LPL platform programs and technology to deliver tailored investment advice and manage a high client load across its 91 advisors.

Jacob Thornton is a financial advisor at Krilogy with nine years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2017. Outside of his advisory role, he is also a personal trainer with over a decade of experience in fitness and boxing. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, institutions, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and provides a range of sub-advisory and separately managed account solutions.