Morris Shank is a financial advisor at IFG Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Integrated Financial Group, and Securities America Advisors. Shank operates Morris Shank Wealth Management, focusing on non-variable insurance products such as life, disability, and long-term care. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and tools, including sub-advisors and third-party managers, to tailor portfolios to client objectives and offers services such as portfolio management, consulting, and retirement plan support.

Stephen Wedel is a CFP® with 42 years of industry experience, currently affiliated with RFG Advisory, LLC. His career includes significant roles at Four Seasons Wealth Management and LPL Financial, and he serves on the board of the Naples Ailing and Yacht Club as co-chair of long-range planning. 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. The firm offers discretionary portfolio management through various model strategies and third-party platforms and is noted for its sub-advisory role with Bluemonte ETFs and service to investment company and municipal clients.

Robert Tock is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. Prior to joining Huntleigh Advisors in 2021, he worked at K. W. Chambers & Co. for 31 years and Moog Inc for seven years. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolios, and a specialized small- and micro-cap strategy called MindShare, which combines fundamental research with investor sentiment and technical analysis.

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.

William Greene is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He was previously with Fidelity Brokerage Services, Inc. for 31 years before joining Mutual Advisors in 2018. Outside of his advisory role, Greene is active as a drummer and singer in a musical group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, and ERISA plan consulting, employing both active and passive investment strategies tailored to clients’ objectives and utilizing multiple analytical approaches and third-party tools.

Andrew Bouquet is a CFP® professional with eight years of industry experience, currently serving as an advisor at Krilogy Financial. Prior to joining Krilogy, he worked at Moneta Group Investment Advisors LLC for seven years and has operated his own legal practice, Bouquet Law Group, LLC, since 2015. His outside business activity includes managing this legal practice, where he is an attorney and owner. 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, with an investment approach that combines quantitative, qualitative, and fundamental analysis implemented through advisor-led risk profiling and model portfolios.

Michael Rowan is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri. He holds a Series 66 designation and has 19 years of industry experience, having been with Huntleigh Advisors since 2007. Outside of his advisory role, Rowan is involved in several non-securities business activities, including managing and owning interests in real estate ventures and a cattle ranch. 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 sub-advisory arrangements. The firm offers customized portfolio management and a specialized MindShare Small Companies program that integrates investor-sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Deborah Maret is a financial advisor at RubinBrown Advisors LLC with 23 years of industry experience. She holds a Series 65 credential and has worked at RubinBrown Advisors since 2017, following a two-year tenure at BDO Wealth Advisors, LLC. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and uses strategic asset allocation through model portfolios, tax-aware practices, and third-party technology to support its service offerings.

Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

James Fendrick is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding a Series 66 designation with 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2026. 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 MindShare strategy focused on small- and micro-cap stocks, sub-advisory services, and ERISA plan advisory services.

Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.

David Brandon is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Impact Partnership Wealth, LLC and has previously been associated with Brookstone Wealth Advisor, Aul Financial Group, LLC, and DoorDash. In addition to his advisory role, he assists advisors as a paraplanner with life insurance and annuity sales through Aul Insurance Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm offers a range of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed investment models.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years and Equitable Advisors for twelve years. Nieman serves as the treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, employing a mix of traditional and alternative investments managed through in-house teams and external managers.

Amanda Mertens is a financial advisor at Acropolis Investment Management with six years of industry experience. She holds a Series 65 designation and has worked at Acropolis since 2019, following several years at Commerce Bank. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework driven by long-term data and combines quantitative and fundamental analysis to construct diversified portfolios with an emphasis on tax efficiency and low turnover.

Dennis Hennessy is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Heartland Capital, Inc. for 23 years before joining Mutual Advisors and Mutual Securities in 2017. Hennessy serves as a board member for the St. Louis Blues 14 Fund, a nonprofit organization. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base that includes individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with a notable focus on institutional accounts such as sovereign wealth funds.

Thomas Ponce is a financial advisor at Krilogy with four years of industry experience and holds the Series 65 designation. Prior to joining Krilogy, he worked at Foundations Investment Advisors, The Chamberlin Group, C2P Capital Advisory Group, and Slagle Financial. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars to address financial illiteracy. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, retirement consulting, and family office services. The firm employs a long-term investment philosophy with tactical flexibility and utilizes both active and passive strategies, alongside specialized approaches such as tax-aware long/short equity SMAs.

Deanna Orf is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Plancorp, LLC. Her prior experience includes roles at Impact Partnership Wealth, Aul Financial Group, Retirement Wealth Advisors, and Edward Jones. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary management, and provides services such as wealth management, financial planning, pension consulting, and in-house tax preparation.

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has worked at firms including LPL Financial and Broadway Graham Wealth Partners. Outside of her advisory roles, Kinney has experience in retail and hospitality sectors, including positions at Michael Kors and The Coop @ The Graduate Hotel. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical methods to tailor portfolios according to client objectives and manages approximately $9.45 billion across 154 advisors.