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.

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.

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.

Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. 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 equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Kevin Pflug is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Huntleigh Securities Corporation in 2018, he worked at Amazon.com, Inc. from 2017 to 2018. He is also a managing member of Hunter Point Investments LLC, a business involved in managing the affairs of related entities. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolios, and specialized strategies such as the MindShare small- and micro-cap program. The firm employs a combination of fundamental, technical, cyclical, and quantitative analyses across its offerings.

Kristin Fomon is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Krilogy Financial, LLC since 2014 and served on the Maryville University Athletic Leadership Council. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and provides integrated household-level portfolio management through advisor-led risk profiling and model portfolios.

Ethan Silverman is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Private Client Services. In addition to his advisory role, he offers insurance products through multiple companies, including an affiliated firm of Summit. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments, operating a combination of discretionary and consultative investment approaches.

Stacy Flanagin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. Prior to joining Visionary Wealth Advisors in 2025, Stacy worked at Krilogy Financial from 2016 to 2025. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework, managing most client assets on a discretionary basis.

Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

Chad Treacy is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has worked at UMB Financial Services since 2017 and has been with UMB Bank since 2011. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various program options and access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments. The firm employs a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

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.

John O’Shea is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. He previously worked at Raymond James & Associates and TIAA CREF. Since 2015, he has served as sole trustee for an unrelated incapacitated individual. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities to align with client goals and risk tolerance.

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.

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.

David Zofness is a ChFC® with 39 years of industry experience, currently with CreativeOne Securities, LLC. He previously worked at Ameritas Investment Corp for 17 years and has been associated with Edwin R. Cohen & Associates, LP since 1983. Outside of his advisory role, he is active as an insurance agent involved in the sales of fixed and index annuities as well as life, health, long-term care, and disability insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management using a proprietary advisory platform and access to third-party managers.