Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.

Sarah Meyer is a financial advisor at Krilogy with one year of experience in the industry. She holds the CFP® and Series 65 designations. Her prior roles include positions at Moneta Group Investment Advisors, Express Scripts, and Commerce Bank. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth households, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Brennan Hammer is a financial advisor at Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Brett Siegfried is a financial advisor at Krilogy with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Krilogy Financial LLC and JPMorgan entities since 2012. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm offers portfolio management, financial planning, and family office services, employing a long-term investment philosophy with tactical flexibility across active and passive strategies.

Cole Pickett is an associate advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has worked at Transce3nd since 2025. Prior to this, he has been involved with Madison Avenue Securities and e3 Wealth, where he also serves as a client concierge. Outside of his advisory roles, he co-owns Oasis Marketing, a business focused on email campaign management and prospect education. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm utilizes a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms.

David Sherman III is a financial advisor at TFO Wealth Partners with 19 years of industry experience. He holds a Series 65 designation and has managed Sherman TDC, LLC since 2010. Outside of his advisory role, he manages collectible-related entities. TFO Wealth Partners serves individual clients, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. 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.

Lon Dircks Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 fundamental, technical, charting, and quantitative methods across its strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

William Stiles is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Victory Financial Group and Purshe Kaplan Sterling Investments, having previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of his advisory roles, he volunteers with Friends of Kids with Cancer and the Cystic Fibrosis Foundation. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified asset-allocation model portfolios based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Larson Financial Group and LPL Financial. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of active and passive strategies with a focus on risk management and offering access to alternative investments and proprietary model strategies.

Robert Link is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has worked with Huntleigh Securities Corporation since 1997. 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 employs a combination of fundamental, technical, charting, and quantitative methods, including a distinctive MindShare Small Companies program that targets micro-, small-, and mid-cap equities.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. 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 serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.

Jeffrey Sachs is a Series 65-licensed advisor with Simplicity Wealth and has 16 years of industry experience, including his ongoing role at Sachs Financial since 2010. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms, providing advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through a managed account platform.

Michael Hermann is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Larson Financial Group since 2020 and previously held roles at TD AMERITRADE and Scottrade. He is based in Saint Louis, MO. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs, incorporating strategic and tactical investment approaches alongside AI-assisted research tools.

Karen Maurer is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding the CFP® designation and Series 63 and 66 licenses. She has 30 years of industry experience, including two decades at Crown Capital Securities, LP. Maurer serves on the board of the St. Louis Crisis Nursery, advising its CEO. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services using a primarily long-term, CIO-led investment approach that incorporates quantitative, qualitative, and fundamental analysis.

Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.