Ian Rothbarth is a financial advisor at Smith, Moore & Co. with nine years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2018. Prior to that, he held roles at Wells Fargo Clearing Services LLC and was involved with Temple Israel Congregation from 2017 to 2020. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor construction, and outsourced managers, with a focus on aligning accounts to clients’ objectives and risk tolerances.

Michael Barbercheck is a CFP® with seven years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. Prior to this, he worked at Scottrade, Inc. and has experience with St. Louis Community College and Lutheran Senior Services. He is also licensed as a Life and Health Insurance Agent. 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, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Brett Mudd is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Wells Fargo Clearing, Park Avenue Securities, and LPL Financial. Outside of his advisory role, he is involved as a restaurant manager and works as an independent contractor in real estate sales. 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, and sub-advisory arrangements. The firm employs a variety of investment strategies, including its MindShare Small Companies program, which combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.

Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.

Scott Bailey is a CFP® with eight years of industry experience, currently serving at Fifth Third Wealth Advisors LLC since 2024. Prior to this, he spent 25 years at TIAA Trust, N.A. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, leveraging third-party managers and affiliated model strategies.

Jeffrey Hercules is a financial advisor at Krilogy with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kansas City Life Insurance since 2011. Krilogy Financial LLC serves individuals and 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, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1992. Outside of his advisory role, he is active as an insurance agent covering life, health, annuity, property, and casualty lines, and manages two business entities related to financial services and insurance sales. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Justin Eggenberger is a financial advisor at Huntleigh Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Huntleigh Securities Corporation and Huntleigh Advisors, Inc. since 2021, and previously at Datatex Investment Services and K. W. Chambers & Co. Outside of advisory work, he is a teacher at Dwight Grade School and serves as a trustee for the Village of Dwight. He is also co-owner of Adventure Is Out There Travel LLC. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm employs a variety of fundamental, technical, charting, and quantitative methods and operates the MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.

Robert Langhorst is a financial advisor with Secure Asset Management, L.L.C., holding Series 65 and Series 63 credentials and 22 years of industry experience. He has worked at multiple firms, including Concorde Asset Management and Dempsey Lord Smith, LLC. Outside of advising, Langhorst serves as president of a consulting and services firm, 1031 Consulting and Services Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and emphasizes client-specific investment policies and equitable allocation of opportunities.

Tracey Richardson is a financial advisor at Impact Partnership Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including BDO Wealth Advisors, Northwestern Mutual Investment Services, and AIG Retirement Services. Outside of advisory roles, she is an instructor for the American Retirement Institute, conducting seminars on retirement topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary wrap-fee platform.

Jeffrey Cowley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Citizens Private Wealth in St. Louis, MO. His prior work includes roles at Citizens Bank NA, Clarfeld Financial Advisors LLC, Central Trust Company, and Truist Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Richard Morris is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He previously worked at Wolfrum and Company, LLC and Horizon Trust. Morris holds Series 66 and Series 63 licenses. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm utilizes model asset allocation portfolios and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and charting.

Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. 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 employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Kenneth Cohen is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Huntleigh Advisors, Inc., having previously worked at Umb Financial Services. Outside of his advisory role, Cohen volunteers as a foster child advocate with Voices for Children and participates in Big Brother Big Sister, a charitable organization. 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 and ERISA retirement-plan services. The firm employs a range of strategies including a MindShare Small Companies program that integrates investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.

Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Jason Cooksey is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, and USI Insurance Services. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, 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 a MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.

Amanda Wolfrum is a financial advisor at Huntleigh Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Huntleigh Securities Corporation, Wolfrum Capital Management Group, Inc., Wolfrum and Company, LLC, Noyes Advisors LLC, and David A. Noyes & Company. Outside of her advisory role, she is a part-owner of Wolfrum Enterprises LLC, which holds an interest in CFG Supply, a distributor of products to nursing homes. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation, employing a range of fundamental, technical, charting, and quantitative investment strategies.

Timothy Hammett is a CFP® with 31 years of industry experience and is currently a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He previously worked at Purshe Kaplan Sterling Investments from 2016 to 2017. Outside of his advisory role, he serves on the parish council of Sacred Heart Catholic Church. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

James Sanford is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Huntleigh Advisors since 2019 and has prior experience with Confi-Data LLC, Huntleigh Securities Corporation, and K. W. Chambers & Co. Outside of his advisory role, Sanford prepares tax returns and conducts insurance sales through a sole proprietorship, and he is also a partner and manager of a family farming and livestock partnership in Missouri. 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, and third-party manager solicitation. The firm offers both model portfolio programs and customized management, featuring a MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.