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.

John James is a financial advisor at Copper Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stifel Nicolaus & Co Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients, providing ongoing advisory services and one-time financial plans.

Ian Turner is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017. He is also vice president of Turner Financial Wealth Management, where he develops and recommends insurance-related planning strategies for clients. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

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.

Brian Boehle is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing advisor-led discretionary management and various LPL-sponsored programs. The firm emphasizes tailored investment advice through continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative 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.

Mariko Gordon is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Core Planning. Prior to joining Core Planning, she worked at Uzume LLC and has been the managing member of Jizo/Manjusri LLC since 2022, where she provides educational services and business coaching focused on financial literacy and business goal achievement. Core Planning is a multi-team firm offering fee-only financial planning and wealth management primarily for individual and high-net-worth clients. The firm utilizes third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and regularly reviews accounts to manage asset allocation and tax considerations.

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.

Eusevius Howard is a financial advisor at Core Planning with two years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, he operates Wholehan Marketing as an independent insurance agent, selling life, health, disability, and annuity policies. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

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.

David Hoff is a ChFC® credentialed financial advisor with 41 years of industry experience. He is affiliated with First Heartland Consultants, Inc. and has held roles at related entities since 1982, including First Heartland Capital, Inc. and Centerre Capital, LLC. Hoff is also an owner of Elite Partners, LLC, a producer group. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

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.