Mark Kaplan is a financial advisor at World Equity Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLife Securities LLC, and Compass Retirement Solutions. Kaplan is also a producer at Wright Insurance Planning, where he focuses on life insurance business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Jerry Costello II is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as a director for the Illinois Department of Agriculture. 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 employs a distinctive MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.

Patrick Monahan is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Saxony Securities Inc since 2014 and has been with Krilogy Financial since 2010. Monahan hosts "The Enrich Your Journey Podcast," an educational platform focusing on financial planning strategies. 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, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Kelsie Barrow is a PFS™ professional affiliated with Plancorp, LLC in Saint Louis, MO. She has worked in the financial services industry since 2020, including prior experience at Schowalter & Jabouri, P.C. and RubinBrown LLP. Plancorp serves high-net-worth individuals, business owners, trustees, charitable organizations, and retirement plans with wealth management, financial planning, investment management, 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, offering both discretionary and non-discretionary management alongside tax-aware strategies and third-party manager due diligence.

Anthony La Rocca is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and experience dating from 2016. His prior roles include positions at Integritel and Hermann London, as well as teaching roles at Fontbonne University and Hazelwood West High School. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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 joining the firm, he worked at Wells Fargo Clearing Services LLC and has experience outside finance, including a role at Brio Tuscan Grille. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans. The firm employs an open-architecture investment approach, combining proprietary model portfolios, advisor portfolio construction, and outsourced managers across various asset classes.

Charles Meyer Sr. is a financial advisor at Plancorp, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plancorp since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies.

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.

Brian King is a CFP® professional with 18 years of experience, currently affiliated with Plancorp, LLC in St. Louis, MO. He has been with Plancorp since 2008. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory, employs documented Investment Policy Statements, and incorporates tax-aware strategies along with discretionary and non-discretionary management options.

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.

Lawrence Legrand is a financial advisor at Plancorp, LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Plancorp since 2010, previously working at Plancorp Holdings, Inc. from 2001 to 2023. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, 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 asset allocation across various vehicles, with discretionary and non-discretionary management options.

David Brooks is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved with Financial and Tax Architects since 1996 and also manages FTA Insurance Services, where he spends a significant portion of his time. Brooks has roles at RIA Compliance Services, LLC as well. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” with monthly account reviews and rebalancing, serving mostly discretionary clients and offering a sub-advisory business to other registered investment adviser firms.

Alex Umble is a financial advisor at Acropolis Investment Management, L.L.C. with one year of industry experience. He holds the Series 65 designation and has been with Acropolis since 2022. Prior to his current role, he was a student at Edinboro University from 2018 to 2021. Acropolis Investment Management is a fee-only wealth management firm that serves 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.

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.

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.

Bruce Ward is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cutter & Company Brokerage Inc, Mass Mutual Investors Services, and Guardian Life. Outside of advising, he volunteers as an admissions partner and Missouri state coordinator for the U.S. Coast Guard Academy. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing over $14 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

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.

Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers 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, combining quantitative modeling with security-level analysis.

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.

Matthew Baisden is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Plancorp since 2016. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.