Patrick Britt is a CFP® professional with 11 years of industry experience. He has worked at Krilogy Financial since 2025 and previously spent seven years at Clayton Financial Group, LLC, and five years at Moneta Group LLC. Britt is based in St. Louis, MO. 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, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

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.

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.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. 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 self-directed 401(k) accounts, and both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

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.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.

Chad Hemphill is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including LPL Financial and Panoptic Wealth Advocates. Outside of advising, he is involved in a tax consulting business and a real estate development company. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

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 prior to joining Arax in 2025. Outside of her advisory role, she serves as treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management, third-party models, and tailored asset allocation.

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.

Joseph Corbett is a financial advisor with Sowell Management in St Albans, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes 24 years at Octagon Financial Services and shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers multiple investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

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.

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

Deanna Orf is a Certified Financial Planner (CFP®) with 12 years of industry experience. She is currently with Plancorp, LLC and has held roles at several firms, including Impact Partnership Wealth, Retirement Wealth Advisors, and Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory and includes discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies such as tax-loss harvesting.

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.

James Obrien is a financial advisor at Krilogy with 20 years of industry experience. He holds a Series 66 designation and has worked at Kansas City Life Insurance since 2010 and Krilogy Financial since 2009. Obrien is also involved as a general partner and investment manager in several affiliated investment funds under the Krilogy Capital Management entities. 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.