Mark Schmitt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He joined Huntleigh Advisors in 2025 after a 12-year tenure at Caleres, Inc. Outside of his advisory role, he serves as a paid committee member on the Shiloh Village Planning Commission in Shiloh, Illinois. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that serves individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and employs a combination of fundamental, technical, charting, and quantitative methods across its strategies, including the MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

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.

Gregory Pierce is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. He previously operated Pierce Financial Strategies, LLC for 14 years before joining CGN Advisors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and utilizes tax-aware investment vehicles, often incorporating institutional third-party managers and conducting regular portfolio reviews.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.

Hanh Nguyen is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Krilogy Financial since 2016. Based in St. Louis, MO, Nguyen holds Series 65 registration and is involved as a minority partner in a construction business supporting residential maintenance and repairs. Krilogy serves a diverse client base including high-net-worth individuals, family offices, corporate and institutional clients, and retirement plans. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services from portfolio management to family office support, combining active and passive strategies with specialized approaches like tax-aware long/short equity separately managed accounts.

Katie Lorberg is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC, where she has worked since 2023, following prior roles at Vestia Advisors, LLC and LPL Financial. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm offers model-based strategies and separately managed account options, combining fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory.

Scott Rich is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He has been with Huntleigh Advisors since 2016. Outside of his advisory role, he is an investor and provides business advice for chiropractic clinics through KRD Enterprises, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers various asset management services, including discretionary and non-discretionary management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.

Steven Elefson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cary Street Partners, among others. Elefson serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. 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.

Jesstine Kemper is a CFP® with six years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Prior to joining Mutual Advisors, she worked at Northwestern Mutual Wealth Management Company and related entities for seven years. Before her financial services career, she held roles at Boyd Gaming and Pinnacle Entertainment. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and maintains relationships with sovereign wealth funds alongside a broad third-party ecosystem.

John Owen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. Prior to this, he worked for First Heartland Capital Inc for 16 years. Outside of his advisory role, Owen is an independent insurance agent and a member of the Rotary Club Kirkwood, where he manages two scholarship fund accounts. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a mix of passive and active investment strategies tailored to client objectives.

Selden Martin is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Martin is a partner at Altius Learning, where he is involved in coaching and training activities. 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 derived from Modern Portfolio Theory.

Staci Atwood is a financial advisor at Stifel Independent Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Independent Advisors since 2012, with ongoing tenure at Stifel dating back to 1995. Outside of her advisory work, she serves on the finance committee and administrative board of St. Matthew Church and is treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process that uses proprietary capital market assumptions to develop tailored asset allocation recommendations.

John Kurusz is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 42 years of industry experience. He has been with Huntleigh Securities Corporation since 1995 and holds Series 63 and Series 65 licenses. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm serves individual, high-net-worth, charitable, trust, and business clients, employing a range of fundamental, technical, charting, and quantitative methods across its strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

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.

Bradford Webb is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. He has been with Arete Wealth Advisors since 2017 and also with Arete Wealth Management since 2016. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside proprietary model allocations and third-party manager due diligence, serving clients with a combination of advisor-driven strategies and rule-based approaches.

Brent King is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Stifel Independent Advisors since 2018 and at Stifel since 2017, with prior experience at TIAA and TIAA-CREF from 2012 to 2017. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations and operates both broker-dealer and advisory services depending on client needs.

Mark Kaplan is a financial advisor at World Equity Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLife Securities LLC, and Compass Retirement Solutions. Kaplan is also a producer at Wright Insurance Planning, where he focuses on life insurance business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Jerry Costello II is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as a director for the Illinois Department of Agriculture. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a distinctive MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.

Patrick Monahan is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Saxony Securities Inc since 2014 and has been with Krilogy Financial since 2010. Monahan hosts "The Enrich Your Journey Podcast," an educational platform focusing on financial planning strategies. 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, and family office services, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Jason Baldus is a CFP® professional with 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. 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.