Brian Watson is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Plancorp, LLC since 2020 and previously spent two years at Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm follows a Modern Portfolio Theory–based investment approach, offers discretionary and non-discretionary management, and provides tax-aware portfolio reviews and in-house tax preparation.

James Quicksilver is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Huntleigh Securities Corporation since 2012. Outside of his advisory role, he is a 50% partner in a bar and restaurant business in St. Louis, contributing approximately 20 hours per week. 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, a MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, employing a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies.

Devin Ploesser is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Plancorp, LLC and has prior experience with Wells Fargo Clearing Services and U.S. Bancorp Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with 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 and incorporates documented Investment Policy Statements, offering both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

David Sentnor is a CFP®-designated financial advisor with 28 years of industry experience. He has worked with Mutual Advisors, LLC since 2018, following sixteen years at First Heartland Capital Inc. Sentnor serves as a finance committee member for the City of Creve Coeur, reviewing financial reports and participating in the city’s annual budget process. Mutual Advisors, LLC provides advisory services to a diverse client base including individuals, trusts, estates, retirement plans, and institutions. The firm employs a combination of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including work with sovereign wealth funds and other less common institutional clients.

Kara Brockmeier is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

Devon Flushing is a financial advisor with Krilogy in St. Louis, MO, holding a Series 65 designation and three years of industry experience. Prior to joining Krilogy, he worked at Aperture Financial, Guide My Finances, EMoney Advisor, and PracticeCFO Investments. Krilogy serves a diverse client base including high-net-worth households, 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 services such as portfolio management, financial planning, and family office services.

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. 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 multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. 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, a specialized small- and micro-cap investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.

Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. 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, using fundamental and technical analysis to guide investment decisions.

Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans 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, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.

Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and 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.

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.

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.

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.

Kenneth Dow is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also coaches high school baseball. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with investment practices aligned with its affiliated bank, UMB Bank, n.a.

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.

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.

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.

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.