Ryan Gill is a financial advisor with ON Investment Management Company, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Mutual of America and Edward Jones. Outside of his advisory role, he is involved with St. Charles Financial Services, LLC, operating in securities and retirement planning. ON Investment Management Company provides financial planning and portfolio management services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of advisory solutions including comprehensive financial plans and access to third-party investment programs.

Adam Perkins is a financial advisor with UMB Financial Services, Inc. in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at UMB Bank, UMB Insurance Inc., and UMB Financial Services, Inc. since 2006, with prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is co-owner of an LLC formed to purchase a vacation property for family use. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of wrap-fee Managed Account Solutions and is affiliated with UMB Bank, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Derek Jess is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Plancorp, LLC since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and First National Bank of Omaha. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment process, offers both discretionary and non-discretionary management, and incorporates tax-aware strategies such as tax-loss harvesting into portfolio reviews.

Ryanne Harmann is a financial advisor with Acropolis Investment Management, L.L.C., holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Acropolis since 2015. 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, combining quantitative modeling with security-level analysis.

Jody Weis is a financial advisor with BFC Planning, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Berthel Fisher & Company Planning and Financial Services since 2016. Outside of his advisory role, Weis has worked as an independent consultant for skincare products and manages investment decisions for family limited partnerships. BFC Planning, Inc. provides financial planning, asset management, and outside money manager referral services to a diverse client base, including individuals, corporations, pensions, and trusts. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and third-party platforms.

Susan Montebello is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 43 years of industry experience. She has been affiliated with Huntleigh Securities Corporation since 1986. Huntleigh Advisors serves a diverse client base including individual investors, small businesses, charities, trusts, estates, and employer retirement plans. The firm employs model asset allocation portfolios and offers a specialized MindShare strategy focused on small- and micro-cap growth, combining fundamental research with technical and quantitative analysis.

Ranie Verby is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has worked at Plancorp, LLC since 2019 and previously spent five years at Moneta Group Investment Advisors, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process and maintains a CEFEX certification for fiduciary practices.

Jennifer Orr is a financial advisor at Acropolis Investment Management, L.L.C. She holds a Series 65 designation and has three years of industry experience. Prior to joining Acropolis in 2022, she worked at Edward Jones from 2011 to 2022. 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, utilizing a blend of equities, bonds, mutual funds, and ETFs.

Geneen Von Kloha is a financial advisor at Krilogy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Moneta Group Investment Advisors and Moneta Group for 21 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, family office services, and sub-advisory and separately managed account solutions through a long-term, committee-led investment approach that integrates quantitative, qualitative, and fundamental analysis.

Daniel Klein is a CFP® with 31 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at LPL Financial and Wealth Management Advisors, Inc. Outside of his advisory work, he is involved as a youth basketball referee through a local youth basketball league. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs primarily discretionary investment management with a range of model strategies and third-party platforms, and it serves as a sub-adviser to several ETFs while also offering access to alternative investments and insurance products.

Robert Hardcastle is a financial advisor at BFC Planning, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Berthel Fisher & Company Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory work, Hardcastle hosts a weekly radio program and is an author, marketing his own novels. He also serves as a trustee for the Robert Hardcastle Charitable Foundation and participates on the board of Friends of St. Luke's. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent adviser representatives who use a variety of investment programs and third-party platforms.

William Pohrer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Krilogy and Saxony Securities since 2013 and 2014, respectively. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. 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 primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Heidi Provost is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Ricken Financial LLC since 2014, where she serves as president and oversees retirement planning, life insurance and annuity sales, as well as tax preparation and planning. At Ricken Financial, she manages a team during tax season and performs client tax returns and planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisors. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Bryan Barts is a CFP® with 13 years of industry experience. He is currently with Plancorp, LLC and has previously worked at firms including Modern Dollar Planning, Cetera Investment Services, and Enterprise Bank & Trust. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach follows Modern Portfolio Theory and incorporates documented Investment Policy Statements, tax-aware actions, and the use of independent third-party advisers when appropriate.

Santiago De Luca is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated, Precision Wealth Strategies, and Regions Bank. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of strategies including direct indexing and growth allocations, supported by third-party operational and compliance platforms.

Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acropolis since 2015. 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

Patrick Britt is a CFP® professional with 11 years of industry experience. He has worked at Krilogy Financial since 2025 and previously spent seven years at Clayton Financial Group, LLC, and five years at Moneta Group LLC. Britt is based in St. Louis, MO. 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, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Robert Plack is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 designations with 39 years of industry experience. He has worked at Smith, Moore & Co. since 1987. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, with investment selections based on fundamental and technical analysis.

Hugh Hendrix is a Certified Financial Planner® at Mutual Advisors, LLC with 32 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. for 26 years and held roles at Fidelity Personal and Workplace Advisors and Mutual Securities, Inc. Hendrix is also involved in several outside activities, including ownership of Boland Place Farms, LLC and work as an independent insurance agent, as well as delivery services. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using both active and passive investment strategies, emphasizing diversification and client-specific allocation, and manages approximately $9.45 billion across 154 advisors.