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.

Juana Love is a financial advisor at ON Investment Management Company with 11 years of industry experience. She holds a Series 66 credential and has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, she serves as president of Professional Evolutions, where she provides executive and professional coaching to clients in career transitions or pursuing leadership roles. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, often integrating third-party investment platforms.

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.

Ryan Conley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2018. Prior to joining RFG Advisory, he worked at U.S. Bancorp Investments, Inc. for five years. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs both actively managed and passive investment strategies with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

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.

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.

Kevin Daniel is a CFP® and holds a Series 65 license with four years of experience in the financial services industry. He currently works at Plancorp, LLC and previously spent ten years at Ernst & Young LLP. Plancorp, LLC serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm offers wealth management, investment management, financial planning, and tax preparation services grounded in Modern Portfolio Theory, with discretionary and non-discretionary portfolio management and a focus on fiduciary practices.

Brian Wiedermann is a CFP® and Series 65 credentialed advisor at Plancorp, LLC with 23 years of industry experience. He has been with Plancorp, formerly Plancorp, Inc., since 2000. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering 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 with documented Investment Policy Statements and incorporates discretionary and non-discretionary management, tax-aware strategies, and due diligence on third-party managers.

Susan Conrad is a financial advisor at Plancorp, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Plancorp since 2011. Plancorp serves individuals including high-net-worth clients, trustees, business owners, charitable organizations, and retirement plans, offering 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 documented Investment Policy Statements, providing discretionary and non-discretionary management across various asset classes while incorporating tax-aware strategies.

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.

Edward Brown is a financial advisor at Argent Capital Management LLC with 13 years at the firm and 30 years of industry experience overall. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner in trust of a private duty nursing home business operated by his family, though he does not devote time to this activity. Argent Capital Management is an employee-owned firm managing approximately $3.99 billion in client assets, specializing in discretionary domestic equity portfolio management for institutions, endowments, foundations, and high net worth individuals through a team-based approach focused on concentrated, low-turnover portfolios of high-quality businesses.

Michelle Robertson is a financial advisor at Huntleigh Advisors, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Huntleigh Securities Corporation since 1998. 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 variety of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program that targets micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.

Corey Breneman is a financial advisor at Wealth Management with over 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management since 2006. In addition to his advisory role, Breneman is president and owner of an accounting firm providing personal and corporate tax and accounting services. He also serves as treasurer for a nonprofit church and is involved with multiple charitable organizations. Wealth Management offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in client assets and employs a passive investment approach focused on no-load mutual funds, ETFs, and model allocation portfolios with a long-term, buy-and-hold strategy.

Ryan Powers is a CFP® with 16 years of industry experience currently serving at Krilogy Financial since 2020. Prior to joining Krilogy, he worked at Paradigm Financial Advisors, LLC for nine years. 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, corporate retirement plan consulting, and family office services, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Benjamin Westerman is a CFP®, PFS™, and holds a Series 65 license with 11 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at Resources Investment Advisors, LLC and HM Capital Management. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that incorporate mutual funds, ETFs, and both active and passive management, supported by an Investment Committee.

Paul Larson is a CFP® with 24 years of industry experience. He is the principal advisor at Larson Capital Management, LLC, where he has worked since 2013. Larson also serves as CEO and partner of Larson Financial Holdings, a network of affiliated companies spanning financial services and other business ventures. He holds board positions with nonprofit organizations and owns a restaurant business. Larson Capital Management, LLC is a real-estate-focused private equity adviser managing approximately $987.5 million in discretionary assets as of the end of 2024. The firm primarily serves institutional and high-net-worth investors, investing in institutional-grade office and industrial properties as well as vacation, multifamily, development, oil and gas, and mezzanine debt opportunities.

Daniel Upchurch is a financial advisor at Van Clemens Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Financial & Tax Architects, LLC and Yates Group. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of investment methods, including modern portfolio theory and third-party managers, alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Christine Wedell is a CFP® professional with 20 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and has held prior roles at Saxony Capital Management and LPL Financial. Wedell also operates Volare Wealth Advisors as a DBA under RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing both active and passive investment strategies along with alternative investments and annuity management.