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Jacob S

CFP®, Series 63, Series 65

St. Louis, MO

Krilogy

Jacob Steingrubey is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Krilogy Financial, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a rental property through Steingrubey Properties, LLC. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, 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 long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Michael L

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. 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 a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dannelle W

CFP®, Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Keith K

Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

Keith Klusmeyer is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at LPL Financial, National Planning Corporation, and American General Securities Incorporated. In addition to his advisory role, he owns Educator Retirement Solutions, through which he teaches Missouri public school educators about their pension systems and defined benefit plan options. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments, while also serving as an ERISA fiduciary for retirement accounts.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Miranda F

Series 65

St. Louis, MO

Krilogy

Miranda Fick is a financial advisor at Krilogy with a Series 65 designation. She has held various roles since 2017, including positions at MAI Capital Management, Firebirds LLC, and New York Life Insurance Company. Her background also includes experience in education and lending prior to joining Krilogy. 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 philosophy supported by an internal Investment Committee and offers a range of portfolio management and planning services with active and passive strategies tailored to client needs.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Kevin G

Series 66

Creve Coeur, MO

RFG Advisory, LLC

Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and over 23 years of industry experience. He has worked with LPL Financial and Four Seasons Wealth Management, where he remains active. Outside of advisory work, he volunteers organizing fundraising events for St. Joseph's Academy and participates in Pedal the Cause, a charity supporting children with cancer. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm primarily manages discretionary portfolios using model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Samuel H

Series 65

St. Louis, MO

Krilogy

Samuel Holtmeyer is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. His prior work includes roles at First State Community Bank and Renaissance Financial. Before entering the financial industry, he worked in fitness and recreational businesses, including Wolf Hollow Golf Club and 9Round Kickboxing Fitness. Krilogy serves a diverse client base, including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an active approach supported by an internal Investment Committee, offering portfolio management, financial planning, and specialized services such as sub-advisory model licensing.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Terry C

ChFC®, Series 63

Chesterfield, MO

Virtue Capital Management, LLC

Terry Coleman is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 license, with 48 years of industry experience. He has worked at Virtue Capital Management since 2016 and has held roles at Retirement Resource Advisors and Retirement Resource Group since the early 2000s. Outside of his advisory roles, Coleman owns and manages Retirement Resource Group, which markets and sells fixed annuities, life insurance, and senior health products. Virtue Capital Management serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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Matthew A

Series 65

Chesterfield, MO

Acropolis Investment Management

Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. 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 low turnover, using a mix of equities, bonds, mutual funds, and ETFs.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Cynthia M

CFP®, Series 63

Chesterfield, MO

Acropolis Investment Management

Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Robert R

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. 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 offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jessica H

Series 65

Chesterfield, MO

Acropolis Investment Management

Jessica Hendricks is a financial advisor at Acropolis Investment Management with three years of industry experience. She holds a Series 65 credential and previously worked for Commerce Bank for five years before joining Acropolis Investment Management in 2021. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm emphasizes asset-allocation strategies based on long-term data and constructs diversified portfolios with a focus on tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Seth R

Series 65

Chesterfield, MO

Arax Advisory Partners

Seth Roggenkamp is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Wealth Strategies for one year before joining Arax Advisory Partners. Seth completed ten years of study prior to beginning his advisory career. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio management resources, utilizing both traditional and alternative investments, and supports clients through comprehensive financial planning and specialized advisory programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Thomas M

Series 65

St Charles, MO

Archer Investment Corporation

Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Active portfolio management Options & derivatives strategies
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Bradley C

CFP®

Chesterfield, MO

Acropolis Investment Management

Bradley Combs is a CFP® professional with 14 years of experience in financial advising. He has worked at Acropolis Investment Management, L.L.C. since 2019 and previously spent 12 years with Paradigm Financial Advisors, LLC. 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 combination of equities, bonds, mutual funds, and ETFs.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Gregory H

Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. ACR Alpine Capital Research provides 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, bottom-up investment approach across equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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Harry F

CFP®, Series 65

Saint Louis, MO

Plancorp, LLC

Harry Frazier is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Plancorp, LLC since 2002. Since 2017, he has served as a member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing 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 utilizes documented Investment Policy Statements to guide diversified asset allocation, offering discretionary and non-discretionary management along with tax-aware portfolio reviews.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Christian W

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

Christian Wagner is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Acropolis Investment Management since 2019. His prior experience includes roles at Nvsted and Wells Fargo Bank, N.A. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutions, and retirement plans with financial planning and portfolio management. The firm employs an asset-allocation framework based on long-term data and uses quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Kevin P

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Kevin Pflug is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Huntleigh Securities Corporation in 2018, he worked at Amazon.com, Inc. from 2017 to 2018. He is also a managing member of Hunter Point Investments LLC, a business involved in managing the affairs of related entities. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolios, and specialized strategies such as the MindShare small- and micro-cap program. The firm employs a combination of fundamental, technical, cyclical, and quantitative analyses across its offerings.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kristin F

CFP®, Series 65

St. Louis, MO

Krilogy

Kristin Fomon is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Krilogy Financial, LLC since 2014 and served on the Maryville University Athletic Leadership Council. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, 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 integrated household-level portfolio management through advisor-led risk profiling and model portfolios.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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