Timothy Haehnel is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RubinBrown Advisors and Vanderbilt University, as well as an academic appointment at St. Louis University. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm emphasizes strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware practices and technology to support financial planning.

Steven Wisniewski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. He holds a Series 66 registration and is based in St. Louis, MO. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and employs a strategic asset allocation approach using model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice.

Nir Regev is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with DFPG Investments, Inc. for 10 years and has operated the Regev Group since 2001. Additionally, he is involved in the insurance industry through Nir Regev Insurance, where he acts as an agent for non-security life insurance and fixed annuities. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and offers a variety of portfolio management and consulting services under written agreements.

Debra Mesle is a financial advisor at Huntleigh Advisors, Inc. with 48 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior experience includes roles at Bank of America, NA; Merrill Lynch, Pierce, Fenner & Smith Incorporated; and UBS Financial Services. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolio programs, and specialized strategies including the MindShare small- and micro-cap approach. The firm combines fundamental, technical, cyclical, and quantitative analysis and offers customized investment management alongside model portfolios.

Gregory Bray is a financial advisor at Smith, Moore & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2015. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance services at the same office location. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors and manages around $2.0 billion in client assets through a combination of advisor-managed accounts and third-party manager arrangements.

Pamela Johnston is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. She has been with Huntleigh Securities Corporation since 1986. Johnston holds Series 63 and Series 66 designations. Outside of her advisory role, she owns Johnston Consulting, LLC, which is involved in life and health insurance sales on a limited basis. 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, sub-advisory arrangements, and employs a distinctive MindShare Small Companies program that integrates investor-sentiment analysis with fundamental research.

Logan Finerty is a CFP® and CFA® with 11 years of industry experience. He is currently with Argent Capital Management LLC and has previously worked at Moneta Group Investment Advisors. Finerty holds a Series 63 license and has been affiliated with Argent since 2012. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management emphasizing concentrated, low-turnover portfolios of high-quality, enduring businesses.

Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.

Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.

Krystal Proctor is a financial advisor at Argent Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Argent Capital Management since 2016. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals with discretionary domestic equity portfolio management through a team-based, collaborative investment process focused on concentrated, low-turnover portfolios of high-quality businesses.

Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. 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 with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Drew Geldbach is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, Missouri, holding a Series 66 designation and 12 years of industry experience. Prior to joining Visionary Wealth Advisors, he worked at Private Client Services, RFG Advisory, 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 uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Jack Hessi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with one year of industry experience. He holds a Series 66 designation and previously worked at Mallinckrodt Pharmaceuticals and has experience in several other sectors before joining Huntleigh. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and charting.

Greg Overschmidt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Huntleigh Securities Corporation since 2009 and K. W. Chambers & Co. since 1992. Outside of his advisory role, he is involved in several non-investment related business ventures including part ownership in a cattle ranch and managing real estate activities. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, retirement plan services, and third-party manager solicitation. The firm offers both model portfolios and customized management, featuring a MindShare Small Companies program that integrates investor sentiment and fundamental research across micro-, small-, and mid-cap equities.

Evan Mowen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. He also operates as an independent insurance agent, providing life, disability, long-term care, and health insurance policies. Prior to joining Mutual Advisors in 2021, he was associated with Opel Private Wealth, LLC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies, applying multiple analytical approaches and leveraging third-party tools to customize allocations across various account types.

Ted Mcnulty Sr. is a CFP® professional with 11 years of industry experience, currently serving at Visionary Wealth Advisors, LLC since 2020. Prior to that, he worked for 12 years at Parkside Financial. He 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 for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed model portfolios.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Mindful Wealth LLC, XYPN Invest, Passport Wealth Management, and Hill Investment Group. Wedmont Private Capital serves individuals, charitable organizations, corporations, and employee benefit plans by providing ongoing financial planning combined with discretionary investment management. The firm emphasizes a primarily passive investment approach based on modern portfolio theory, using diversified, low-cost index funds and periodic rebalancing, along with select tailored mandates through outside managers.

Nicholas Miskov is a financial advisor at Visionary Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. from 2011 to 2022. Outside of advising, he serves as president and secretary of Granico GP, Inc. and is involved with Granico, LP and LHF GP, Inc. in non-investment related roles. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure, managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers discretionary and non-discretionary investment management alongside financial planning and consulting services.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with Stifel Independent Advisors since 2009 and has previous experience at Keefe, Bruyette & Woods, Inc. She is also an owner of a family farm property. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary market models and provides tailored asset allocation recommendations.