Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. 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 separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Lon Dircks Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 employs fundamental, technical, charting, and quantitative methods across its strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

William Stiles is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Victory Financial Group and Purshe Kaplan Sterling Investments, having previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of his advisory roles, he volunteers with Friends of Kids with Cancer and the Cystic Fibrosis Foundation. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified asset-allocation model portfolios based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Private Client Services. Stalka is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuities.

Daniel Tabash is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Saxony Capital Management and its affiliated broker-dealer Saxony Securities Inc. since 2015. Outside of his advisory work, he serves as a basketball and soccer referee for the Catholic Youth Council. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly or flat-fee planning, and employs a variety of investment methods including charting, fundamental, technical, and cyclical analysis.

Robert Link is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has worked with Huntleigh Securities Corporation since 1997. 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 third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including a distinctive MindShare Small Companies program that targets micro-, small-, and mid-cap equities.

John Gallia is a CFP® with 21 years of industry experience and currently serves RFG Advisory, LLC. He has been with RFG Advisory since 2014 and previously worked at LPL Financial from 2014 to 2018. In addition to his advisory role, Gallia teaches college-level business courses as an adjunct professor at Maryville University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and serves a diverse client base with portfolio management, financial planning, retirement consulting, and alternative investment access.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.

Jeffrey Sachs is a financial advisor at Simplicity Wealth with a Series 65 designation and over 16 years of experience through his work at Sachs Financial. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutions, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

Joseph Mcculloch Jr. is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Cetera Planning Partners since 2019 and previously worked at Bank of America and Merrill from 2014 to 2019. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process and emphasizes diversified portfolio allocations with additional services such as tax planning, bookkeeping, payroll, and estate-planning support through third-party providers.

Michael Hermann is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Larson Financial Group since 2020 and previously held roles at TD AMERITRADE and Scottrade. He is based in Saint Louis, MO. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs, incorporating strategic and tactical investment approaches alongside AI-assisted research tools.

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. 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 equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Karen Maurer is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding the CFP® designation and Series 63 and 66 licenses. She has 30 years of industry experience, including two decades at Crown Capital Securities, LP. Maurer serves on the board of the St. Louis Crisis Nursery, advising its CEO. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services using a primarily long-term, CIO-led investment approach that incorporates quantitative, qualitative, and fundamental analysis.

Zach Buettner is a financial advisor with AlphaStar Capital Management, holding a Series 66 designation and 10 years of industry experience. He has held roles at Edward Jones, Sagepoint Financial, CreativeOne Wealth, and currently leads Conquistare Financial Advisory, where he serves as president and is involved in insurance sales including life, disability, and Medicare supplements. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation and quantitative analysis, and it also provides subadvisory and platform services to other registered investment advisers.

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.