Hanh Nguyen is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Krilogy Financial since 2016. Based in St. Louis, MO, Nguyen holds Series 65 registration and is involved as a minority partner in a construction business supporting residential maintenance and repairs. Krilogy serves a diverse client base including high-net-worth individuals, family offices, corporate and institutional clients, and retirement plans. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services from portfolio management to family office support, combining active and passive strategies with specialized approaches like tax-aware long/short equity separately managed accounts.

Katie Lorberg is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC, where she has worked since 2023, following prior roles at Vestia Advisors, LLC 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 offers model-based strategies and separately managed account options, combining fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory.

Scott Rich is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He has been with Huntleigh Advisors since 2016. Outside of his advisory role, he is an investor and provides business advice for chiropractic clinics through KRD Enterprises, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers various asset management services, including discretionary and non-discretionary management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 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, portfolio management, and access to multiple advisory programs and platforms.

Shawn Zell is a CFP® with four years of industry experience, currently serving at Belpointe Asset Management LLC and Fruition Financial. His prior work includes a five-year tenure with the Milwaukee Bucks. He is a finance committee member of the Mitrata Nepal Foundation for Children, a nonprofit focused on supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios and a variety of investment strategies, supported by a broad network of affiliated businesses and product sponsorships.

Steven Elefson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cary Street Partners, among others. Elefson serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. 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.

Marie Tustin is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Acropolis Investment Management, L.L.C. since 2013, serving in various roles over that time. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a combination of equities, bonds, mutual funds, and ETFs.

Jack Carpenter is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 designation and one year of industry experience. His prior work includes roles at UMSL and J & R Construction. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Jesstine Kemper is a CFP® with six years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive investment strategies with an emphasis on diversification and tailored portfolio management using multiple analytical approaches.

John Owen is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. He previously worked at First Heartland Capital Inc for 16 years. Outside of his advisory role, he is a member of the Rotary Club Kirkwood and manages two scholarship fund accounts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing multiple analytical approaches and third-party platforms to tailor portfolios to client objectives.

Selden Martin is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Martin is a partner at Altius Learning, where he is involved in coaching and training activities. 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 derived from Modern Portfolio Theory.

John Kurusz is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 42 years of industry experience. He has been with Huntleigh Securities Corporation since 1995 and holds Series 63 and Series 65 licenses. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm serves individual, high-net-worth, charitable, trust, and business clients, employing a range of fundamental, technical, charting, and quantitative methods across its strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Kristin Poole is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. She previously worked at Buckingham Asset Management, LLC for seven years. Poole holds an adjunct lecturer position at Washington University, where she teaches courses on Wealth Management Practice. Krilogy Financial serves individuals, families, 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 family office services.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Bradford Webb is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. He has been with Arete Wealth Advisors since 2017 and also with Arete Wealth Management since 2016. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside proprietary model allocations and third-party manager due diligence, serving clients with a combination of advisor-driven strategies and rule-based approaches.

Minjung Son is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, blending equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Amy Crews is a financial advisor at Acropolis Investment Management, L.L.C. with 12 years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2013. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.