Jody Weis is a financial advisor with BFC Planning, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Berthel Fisher & Company Planning and Financial Services since 2016. Outside of his advisory role, Weis has worked as an independent consultant for skincare products and manages investment decisions for family limited partnerships. BFC Planning, Inc. provides financial planning, asset management, and outside money manager referral services to a diverse client base, including individuals, corporations, pensions, and trusts. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and third-party platforms.

Brian Boehle is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. 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 advisor-led discretionary management and various LPL-sponsored programs. The firm emphasizes tailored investment advice through continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.

Ranie Verby is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has worked at Plancorp, LLC since 2019 and previously spent five years at Moneta Group Investment Advisors, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process and maintains a CEFEX certification for fiduciary practices.

Jennifer Orr is a financial advisor at Acropolis Investment Management, L.L.C. She holds a Series 65 designation and has three years of industry experience. Prior to joining Acropolis in 2022, she worked at Edward Jones from 2011 to 2022. Acropolis Investment Management 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 blend of equities, bonds, mutual funds, and ETFs.

John O’Shea is a financial advisor with Concurrent Investment Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA CREF. He serves as sole trustee for an unrelated incapacitated individual, a role he has held since 2015. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Mariko Gordon is a CFP® and CFA® with three years of industry experience, currently serving at Core Planning. Prior to joining Core Planning, she spent 24 years at Daruma Asset Management. Outside of her advisory role, she teaches business financial literacy and coaches business owners through her educational consulting firm, Jizo/Manjusri LLC. Core Planning is a fee-only firm that provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm customizes investment strategies based on client objectives and employs model portfolios and automated rebalancing tools.

Eusevius Howard is a financial advisor at Core Planning with two years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, he operates Wholehan Marketing as an independent insurance agent, selling life, health, disability, and annuity policies. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Daniel Klein is a CFP® with 31 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and previously worked at LPL Financial from 2009 to 2018. Outside of his advisory role, Klein is involved in youth basketball as a referee through a local league. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Robert Hardcastle is a financial advisor at BFC Planning, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Berthel Fisher & Company Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory work, Hardcastle hosts a weekly radio program and is an author, marketing his own novels. He also serves as a trustee for the Robert Hardcastle Charitable Foundation and participates on the board of Friends of St. Luke's. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent adviser representatives who use a variety of investment programs and third-party platforms.

Nora Hans is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Foundations, she was a retirement consultant at Principal Advised Services. In addition to her advisory work, she creates and sells digital planners and art on Etsy and Amazon. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a wide network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Heidi Provost is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Ricken Financial LLC since 2014, where she serves as president and oversees retirement planning, life insurance and annuity sales, as well as tax preparation and planning. At Ricken Financial, she manages a team during tax season and performs client tax returns and planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisors. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Bryan Barts is a CFP® with 13 years of industry experience. He is currently with Plancorp, LLC and has previously worked at firms including Modern Dollar Planning, Cetera Investment Services, and Enterprise Bank & Trust. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach follows Modern Portfolio Theory and incorporates documented Investment Policy Statements, tax-aware actions, and the use of independent third-party advisers when appropriate.

David Hoff is a ChFC® credentialed financial advisor with 41 years of industry experience. He is affiliated with First Heartland Consultants, Inc. and has held roles at related entities since 1982, including First Heartland Capital, Inc. and Centerre Capital, LLC. Hoff is also an owner of Elite Partners, LLC, a producer group. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acropolis since 2015. Acropolis Investment Management 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.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

Stephen Wedel is a CFP® professional with 42 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has held roles at Four Seasons Wealth Management and LPL Financial, LLC during his career. Wedel serves on the board of the Naples Ailing and Yacht Club, where he is co-chair of long-range planning. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a blend of active and passive strategies alongside tax-aware approaches and unified managed accounts.

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. First Heartland Consultants provides advisory services to 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 both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.