William Lauber is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Visionary Wealth Advisors since 2019 and has been associated with Sterling Capital Management, Inc. since 1988. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory and offers both firm-designed and independent third-party managed portfolios.

Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.

Sarah Meyer is a financial advisor at Krilogy with a CFP® designation and a Series 65 license. She has a total of eight years of experience across the financial services industry, including roles at Moneta Group Investment Advisors, Express Scripts, and Commerce Bank. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth households, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm’s investment approach combines long-term portfolio construction with tactical adjustments and offers a range of strategies including active and passive investments, customized bond ladders, and private alternative funds.

Brennan Hammer is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to various client types, using tailored asset allocations and a broad range of investment products.

James Wood IV is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2005. Prior to that, he worked at Premier Financial Partners, LLC. He holds Series 63 and Series 66 licenses and is a trustee of the St. Louis County Library Foundation, where he also serves on the Finance Committee. Additionally, he is an advisory board member for CEPAD USA and serves as treasurer and advisory trustee for The College School of Webster Groves. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment and financial planning solutions supported by advanced portfolio management tools.

Brett Siegfried is a financial advisor at Krilogy with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Krilogy Financial LLC and JPMorgan entities since 2012. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm offers portfolio management, financial planning, and family office services, employing a long-term investment philosophy with tactical flexibility across active and passive strategies.

Cole Pickett is an associate advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has worked at Transce3nd since 2025. Prior to this, he has been involved with Madison Avenue Securities and e3 Wealth, where he also serves as a client concierge. Outside of his advisory roles, he co-owns Oasis Marketing, a business focused on email campaign management and prospect education. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm utilizes a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he participates in an investment club that maintains an account with TD Ameritrade. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management services, utilizing model-based management and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms.

David Sherman III is a financial advisor at TFO Wealth Partners with 19 years of industry experience. He holds a Series 65 designation and has managed Sherman TDC, LLC since 2010. Outside of his advisory role, he manages collectible-related entities. TFO Wealth Partners serves individual clients, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

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.