Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Robert Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Huntleigh Advisors since 2004 and is also the majority owner and CEO of K. W. Chambers & Co. Outside of his advisory roles, Chambers serves as chairman of the St. Louis County Board of Elections. Huntleigh Advisors, Inc. is an SEC-registered investment advisor providing discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.

Robert Blattel is a Certified Financial Planner (CFP®) with 36 years of experience in the financial services industry. He joined Prospera Financial Services, Inc. in 2025 after a 35-year tenure at Cutter & Company, Inc. Outside of his advisory work, he serves on the investment committee of the International Brotherhood of Magicians, where he provides advice biannually by phone. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various advisory programs and third-party platforms.

Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.

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.

Joshua Packman is a financial advisor at Copper Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, CUNA Brokerage Services, Inc., and Cuna Mutual Group. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management, and online guided investing. The firm works with both individual and institutional clients and uses a model centered on third-party manager referrals alongside in-house portfolio management.

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.

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.

Jennifer Lissner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Acropolis Investment Management. She worked at Wells Fargo Clearing for 10 years and has been self-employed throughout her career. Outside of finance, she is an author and novelist based in St. Louis, having published several books including "The United Corps" and "Officers Training School." Acropolis Investment Management is a fee-only wealth management firm that provides financial planning and portfolio management services to individuals, institutions, and retirement plans. The firm uses a data-driven asset-allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover.

Juana Love is a financial advisor at ON Investment Management Company with 11 years of industry experience. She holds a Series 66 credential and has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, she serves as president of Professional Evolutions, where she provides executive and professional coaching to clients in career transitions or pursuing leadership roles. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, often integrating third-party investment platforms.

James Terschluse is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as director and secretary of an employment agency, BARBER MANAGEMENT. 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, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

Ryan Conley is a CFP® with 21 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior experience includes roles at U.S. Bancorp Investments, PNC Wealth Management, and Edward Jones. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging model strategies, third-party platforms, and technology to deliver tailored investment solutions.

Edita Hamzagic is a Series 65-credentialed financial advisor at RubinBrown Advisors LLC with five years of industry experience. She previously worked at Duff & Phelps LLC from 2016 to 2019. Hamzagic has been with RubinBrown Advisors since 2019. RubinBrown Advisors 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 client assets and employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management alongside third-party manager recommendations.

George Lingelbach Jr. is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Huntleigh Securities Corporation since 2002 and Union Planters Trust since 1986. 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, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.

Kevin Daniel is a CFP® and holds a Series 65 license with four years of experience in the financial services industry. He currently works at Plancorp, LLC and previously spent ten years at Ernst & Young LLP. Plancorp, LLC serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm offers wealth management, investment management, financial planning, and tax preparation services grounded in Modern Portfolio Theory, with discretionary and non-discretionary portfolio management and a focus on fiduciary practices.

Brian Wiedermann is a CFP® and Series 65 credentialed advisor at Plancorp, LLC with 23 years of industry experience. He has been with Plancorp, formerly Plancorp, Inc., since 2000. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements and incorporates discretionary and non-discretionary management, tax-aware strategies, and due diligence on third-party managers.

Susan Conrad is a financial advisor at Plancorp, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Plancorp since 2011. Plancorp serves individuals including high-net-worth clients, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing discretionary and non-discretionary management across various asset classes while incorporating tax-aware strategies.

Nathan Holt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Krilogy Financial in St. Louis, MO. He has been with Krilogy since 2010 and holds a Series 66 license. Holt is also a board member of the Greater St. Louis Financial Planning Association, where he oversees membership activities unrelated to investment management. Krilogy Financial 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 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 consulting services.

Edward Brown is a financial advisor at Argent Capital Management LLC with 13 years at the firm and 30 years of industry experience overall. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner in trust of a private duty nursing home business operated by his family, though he does not devote time to this activity. Argent Capital Management is an employee-owned firm managing approximately $3.99 billion in client assets, specializing in discretionary domestic equity portfolio management for institutions, endowments, foundations, and high net worth individuals through a team-based approach focused on concentrated, low-turnover portfolios of high-quality businesses.

Adam Clark is a financial advisor at Mariner Independent with nine years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior experience includes roles at Deloitte Tax LLP, Moneta Group Investment Advisors, LLC, and AdvicePeriod, LLC. Outside of advisory services, he is involved with ITWA CPA Tax Services, providing CPA services unrelated to investments. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.