Lon Dircks Jr. is a financial advisor with Huntleigh Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Bank of America, Merrill, and Morgan Stanley. He is based in St. Louis, MO. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a MindShare strategy focused on small- and micro-cap growth, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

William Stiles is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Victory Financial Group and Purshe Kaplan Sterling Investments, having previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of his advisory roles, he volunteers with Friends of Kids with Cancer and the Cystic Fibrosis Foundation. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified asset-allocation model portfolios based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Cetera Wealth Services, and Larson Financial Group. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a range of model strategies and third-party platforms.

Daniel Tabash is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Saxony Capital Management and its affiliated broker-dealer Saxony Securities Inc. since 2015. Outside of his advisory work, he serves as a basketball and soccer referee for the Catholic Youth Council. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly or flat-fee planning, and employs a variety of investment methods including charting, fundamental, technical, and cyclical analysis.

Robert Link is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has worked with Huntleigh Securities Corporation since 1997. 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, retirement-plan services, and third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including a distinctive MindShare Small Companies program that targets micro-, small-, and mid-cap equities.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.

Jeffrey Sachs is a Series 65-licensed advisor with Simplicity Wealth and has 16 years of industry experience, including his ongoing role at Sachs Financial since 2010. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms, providing advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through a managed account platform.

Michael Hermann is a CFP® and ChFC® affiliated with Larson Financial Group, LLC in Saint Louis, MO, with 17 years of industry experience. He has worked at Larson Financial Group since 2020 and prior to that held roles at TD Ameritrade, Scottrade, and Edward Jones. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical approaches, including model portfolios and custom discretionary programs.

Karen Maurer is a CFP® with 31 years of industry experience, currently associated with Krilogy in St. Louis, MO. Her prior roles include two decades at Crown Capital Securities, LP, and positions at Sentra Securities Corporation and Saxony Securities, Inc. She serves on the board of the St. Louis Crisis Nursery, advising the organization's CEO. Krilogy serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach overseen by an internal committee, blending active and passive strategies with customized solutions.

Cory Downer is a financial advisor at Smith, Moore & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Heidtman Steel for ten years. Outside of his advisory role, he is licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed and third-party manager accounts, with a focus on diversified portfolios including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.

Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. 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 through an Investment Committee and CIO-led process.

Jane Leech is a financial advisor with Krilogy in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for five years before joining Krilogy in 2021. 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 guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office support.

Michelle Kraintz is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with UMB Financial Services since 1997 and has worked with UMB Bank since 1990. Outside of her advisory role, she serves as secretary for the Belleville Oktoberfest nonprofit and treasurer for the Carrington Place Homeowners Association, both on a volunteer basis. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a mix of model-based and manager-driven investment approaches and offers access to a broad range of mutual funds, ETFs, municipal securities, and fixed income instruments.

Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

Jeffrey Gelber is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has worked at B. Riley Wealth Management since 2005. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs and financial planning services.

Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 credential and has worked at Saxony Securities and Krilogy Financial since 2016. Outside of his advisory role, he is the owner of KEP Law, LLC, where he provides estate planning services, and also manages TNL Holdings, a holding company for Krilogy ownership units. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, corporate and institutional clients, and charitable organizations. The firm’s investment approach combines long-term portfolio management with tactical adjustments, offering active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has also worked as an insurance agent since 2014, offering life, health, annuities, and Medicare Advantage plans. Gandhi has additional experience at S&S Financial in a non-investment capacity related to insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of financial planning and investment solutions.