Brian Shapiro is a financial advisor at Forum Financial Management, LP with 22 years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Forum Financial Management in 2019. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing them with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Elizabeth Connelly is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has worked at Saxony Securities Inc since 2014 and Krilogy Financial LLC since 2013. Outside of advisory work, she is licensed as an insurance agent involved in non-variable insurance sales. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed investment options.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. His prior roles include positions at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. He also owns and manages tax preparation and business consulting practices outside of his advisory work. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently employing third-party managers and providing integrated insurance-linked account management.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Prospera in 2025, she was with Cutter and Company for nine years. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. 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, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting, employing a variety of investment approaches including fundamental, technical, and quantitative methods.

Dean Millonas is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked with Cornerstone since 2012 and previously with LPL Financial and Edward Jones. Millonas is also involved with Millonas Wealth Management, an investment-related business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets. The firm employs a combination of fundamental, quantitative, and qualitative analysis across multiple asset classes and offers various LPL-sponsored advisory programs and ERISA-compliant retirement consulting.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Prospera in 2025, he spent 33 years at Cutter & Company, Inc. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. 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, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

Stoyan Petev is a financial advisor at Prosperity Capital Advisors with 25 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior roles include positions at First Heartland Corporation and First Heartland Capital, Inc., where he worked for 25 years, as well as more recent experience at Mid-Continent Companies, Ltd and Nationwide Investment Services Corp. Mr. Petev is also a licensed insurance agent and consults on Private Placement and Institutionally-Owned Life Insurance cases. Prosperity Capital Advisors serves a broad client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.

Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers 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.

James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.

Meagen Wagner is a CFP® professional with five years of industry experience, currently serving at Facet Wealth since 2021. Her prior roles include positions at Plancorp LLC and experience with Lighting Solutions Design Gallery LLC and August Moon. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations. The firm serves a wide range of households through phone, video, and a proprietary web platform, employing a flat subscription model rather than percentage-based fees.

Mark Kukielski is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. He holds a Series 65 credential and has worked previously at American Income Life. Kukielski is also an insurance agent involved with FTA Insurance Services, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs and individual securities, offers retirement-plan consulting, and operates a sub-advisory business serving other advisory firms.

Timothy Hanser is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation and 13 years of industry experience. He previously worked at Buckingham Asset Management, LLC for five years and Clayton Financial Group, LLC for four years. 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.

Christopher Tobin is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Droms Strauss Wealth Management, JPMorgan Chase, Morgan Stanley, and UMB Financial Corporation. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including broker-dealer, commercial real estate, and private equity activities.

Nicholas Akers is a financial advisor with Principal Advised Services in Saint Louis, MO, holding a Series 66 credential and 11 years of industry experience. He has worked at Principal Advised Services since 2024 and previously spent six years with Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant vice president at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, leveraging its affiliation with Principal Financial Group to access proprietary funds and products.

Jeffery Schulz is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Larson Financial Group during multiple periods since 2014, as well as working at Stifel and St. Louis Community College. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary strategies, incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for client advice.

Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked with Northwestern Mutual and Anheuser Busch. Outside of his advisory role, he conducts seminars through the American Financial Education Alliance aimed at reducing financial illiteracy. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a variety of analytical approaches and utilizing model portfolios and third-party sub-advisers.