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.

Michael Ott is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Summit X, LLC and Equitable Advisors. Outside of advisory work, he owns and operates a baseball training business called Legacy Performance Academy, LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

Andrew Nicholl is a financial advisor with First Heartland Consultants, Inc. in Maryland Heights, MO. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Nicholl has been with First Heartland Capital Inc. since 2003 and operates a sole proprietorship providing consulting and sales of insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Dawn Abernathy is a CFP® and holds a Series 66 license, currently affiliated with Core Planning, where she has worked since 2024. She has three years of industry experience and previously worked at firms including Wells Fargo, Edward Jones, Ellevest, and Compass Retirement Group. Outside of her advisory role, she owns Dawn C. Abernathy, LLC, which provides financial education workshops and software consulting. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm employs tailored investment strategies with ongoing reviews and uses third-party model portfolios and automated rebalancing tools in managing accounts.

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.

Corey Gragg is a CFP® with 11 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2026. Prior to joining AlphaCore, he worked at Elk River Wealth Management, LLC for six years and American Century Investment Services, Inc. for five years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with a focus on multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Keith Klusmeyer is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at LPL Financial, National Planning Corporation, and American General Securities Incorporated. In addition to his advisory role, he owns Educator Retirement Solutions, through which he teaches Missouri public school educators about their pension systems and defined benefit plan options. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments, while also serving as an ERISA fiduciary for retirement accounts.

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.

Patrick Mcandrew is a financial advisor with Core Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His background includes roles with LPL Financial, Minnesota Life, and insurance agencies such as Jackson & Jackson Insurance Agents & Brokers and McQueen Kalligan Insurance Services. He also serves in the U.S. Army Reserve as a platoon sergeant. Core Planning provides fee-only financial planning, wealth management, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor and maintain investment strategies based on client objectives and risk tolerance.

Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and over 23 years of industry experience. He has worked with LPL Financial and Four Seasons Wealth Management, where he remains active. Outside of advisory work, he volunteers organizing fundraising events for St. Joseph's Academy and participates in Pedal the Cause, a charity supporting children with cancer. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm primarily manages discretionary portfolios using model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology.

Christopher Cooper is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at OWLFI, Simplicity Wealth, Serenity Wealth Management, and CWR Private Client Group. Cooper is also president of Serenity Wealth Management, where he is involved in insurance sales. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and third-party sub-advisors.

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.

Terry Coleman is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 license, with 48 years of industry experience. He has worked at Virtue Capital Management since 2016 and has held roles at Retirement Resource Advisors and Retirement Resource Group since the early 2000s. Outside of his advisory roles, Coleman owns and manages Retirement Resource Group, which markets and sells fixed annuities, life insurance, and senior health products. Virtue Capital Management serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

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.

Lei Deng is a financial advisor with Core Planning in Saint Louis, MO, holding CFP® and CFA® designations and the Series 66 license. He has 10 years of industry experience, including prior roles at Edward Jones and Origin Planner Network. In addition to his work at Core Planning, Deng provides financial planning services remotely for tech workers through an independent contractor relationship with Origin Financial. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. 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 and ERISA retirement-plan services. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.