Matthew Kallman is a financial advisor at Huntleigh Advisors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Huntleigh Securities Corporation since 2011. 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, and sub-advisory arrangements, employing a range of fundamental, technical, charting, and quantitative investment strategies.

David Smith is a financial advisor with Wealth Management Nebraska LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Smith Patrick LLC and Swink, Smith, Coplen & Company, P.C. He is also a partner at Smith Patrick PC, an accounting firm where he provides tax and management services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Thomas Reis is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Larson Financial Securities, LLC and Four Seasons Distributors. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research tools.

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.

Edward Barfield is a ChFC® credentialed financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. His career includes roles at Veritas Advisors LLC, Geneos Wealth Management Inc, and Summit Financial Group. He is also a partner in Barfield and Brugnara, LLC, which involves fixed and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

Justin Barwick is a financial advisor with Virtue Capital Management, LLC in St. Louis, MO, holding a Series 65 designation and 11 years of industry experience. He has worked at Virtue Capital Management since 2016 and previously at Redhawk Wealth Advisors, Inc. and Anixter. Outside of his advisory role, Barwick is involved with Barwick Consulting Services, providing life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models that emphasize economic data inputs.

Joshua Packman is a financial advisor with Copper Financial in St. Louis, Missouri, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as Cuna Mutual Group. Outside of his advisory role, he is involved as a member in real estate investment entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm works with both individual and institutional clients, including trusts and foundations, providing ongoing advisory services and one-time financial plans.

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 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 employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.

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.

Robert Wort is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. He joined Larson Financial in 2022. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches and utilizes AI-assisted tools alongside human review for client recommendations.

Daniel Laure is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Daniel is an active volleyball player who participates in tournaments that offer prize payouts. 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 and third-party managed portfolios.

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.

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.

Patrick Wiegers is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research Advisors, Northwestern Mutual, and Stifel. Outside of his advisory role, he serves on the boards of Unlimited Play Young Professionals and the SLUH Alumni Board. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a mix of proprietary and third-party portfolios, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

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.

Katherine Shands is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. Outside of her advisory role, she serves as a committee member for the Shrewsbury Aquatic Center Exploration Committee, which conducts research and provides recommendations regarding community aquatic facilities. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs both model-based and manager-driven investment approaches, offering access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments.

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.