Karen Maurer is a CFP® with 31 years of industry experience, currently associated with Krilogy in St. Louis, MO. Her prior roles include two decades at Crown Capital Securities, LP, and positions at Sentra Securities Corporation and Saxony Securities, Inc. She serves on the board of the St. Louis Crisis Nursery, advising the organization's CEO. Krilogy serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach overseen by an internal committee, blending active and passive strategies with customized solutions.

Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Cory Downer is a financial advisor at Smith, Moore & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Heidtman Steel for ten years. Outside of his advisory role, he is licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed and third-party manager accounts, with a focus on diversified portfolios including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.

Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. 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, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays through an Investment Committee and CIO-led process.

Jane Leech is a financial advisor at Krilogy in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Krilogy in 2021. 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 guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Jeffrey Gelber is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has worked at B. Riley Wealth Management since 2005. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs and financial planning services.

Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 credential and has worked at Saxony Securities and Krilogy Financial since 2016. Outside of his advisory role, he is the owner of KEP Law, LLC, where he provides estate planning services, and also manages TNL Holdings, a holding company for Krilogy ownership units. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, corporate and institutional clients, and charitable organizations. The firm’s investment approach combines long-term portfolio management with tactical adjustments, offering active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has three years of experience in the industry. She has worked at Mutual of Omaha Investor Services since 2022 and also has experience as an insurance agent with Mutual of Omaha Insurance Company and S&S Financial, focusing on life, health, annuities, and Medicare Advantage plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, supporting a range of model portfolios and third-party money managers.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Lucas Nikolaisen is a CFP®-designated financial advisor at Krilogy with eight years of industry experience. He has worked at Krilogy Financial since 2018 and previously held roles at Midwest Acceptance Corp and A.Mrazek Moving Systems. Additionally, he is a licensed Life and Health Insurance Agent. 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 with tactical flexibility, offering a range of portfolio and financial planning services as well as sub-advisory and separately managed account strategies.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Mark Schmitt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He joined Huntleigh Advisors in 2025 after a 12-year tenure at Caleres, Inc. Outside of his advisory role, he serves as a paid committee member on the Shiloh Village Planning Commission in Shiloh, Illinois. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that serves individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and employs a combination of fundamental, technical, charting, and quantitative methods across its strategies, including the MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Michael Moloney is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked for Cambridge Investment Research Advisors, Inc. He serves on the board of the E. Walter Hausstette Charitable Foundation, which provides grants to organizations primarily in the St. Louis area. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.

Gregory Pierce is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. He previously operated Pierce Financial Strategies, LLC for 14 years before joining CGN Advisors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and utilizes tax-aware investment vehicles, often incorporating institutional third-party managers and conducting regular portfolio reviews.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.