Lucas Wapinsky is a financial advisor at FEFA Financial with six years of industry experience. He holds a Series 65 designation and has worked at several firms including VCI Wealth Management LLC and AE Wealth Management, LLC. In addition to advisory work, he is involved in insurance sales and serves as a retirement planner and disability retirement director with FEFA ADVISORS LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm’s investment approach combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs and using model allocations tailored to client risk profiles.

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Lindsey Holbrook is a financial advisor at Huntleigh Advisors, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Huntleigh Advisors and associated Huntleigh Securities Corporation since 2018, previously serving clients at Wolfrum and Company, LLC and David A Noyes & Company. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and retirement plans by offering discretionary and non-discretionary asset management, model portfolio programs, and sub-advisory services. The firm employs a range of investment strategies, including its specialized MindShare small- and micro-cap program, which combines fundamental research with investor sentiment and technical analysis.

Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.

Timothy Neer is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities and Prudential Insurance Company. Outside of Gradient Advisors, he is involved with Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers investment management and consulting primarily through a network of Investment Advisor Representatives and third-party money managers, operating largely on a non-discretionary basis with a focus on client risk tolerance and using a variety of analytical methods in portfolio management.

Catherine Lampe is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Saleeby & Associates since 2007, in addition to her current role at Prospera. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations for both discretionary and non-discretionary account management.

Thomas Tesar is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with RubinBrown Advisors since 2006. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach using model portfolios, third-party managers, and tax-aware practices.

Brett Lawless is a financial advisor with CreativeOne Wealth, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has held prior roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, and Ameriprise Financial Services, Inc. Outside of advising, Lawless is an owner of two real estate development companies, Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through proprietary model portfolios and third-party managers, employing various analytical methods and a range of investment vehicles tailored to client objectives.

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Kaplan has been with Cornerstone Wealth Management since 2012 and also affiliated with LPL Financial since 2009. Outside of advising, he serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a blend of fundamental, quantitative, and qualitative analyses with ongoing account supervision and utilizes multiple advisory programs and platforms to support a large and diverse client base.

Sheldon Harber is a CFP®-designated financial advisor with 46 years of industry experience, currently serving at Visionary Wealth Advisors, LLC in St. Louis, MO since 2016. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harber is a passive investor and member of Aisle411 Partners LLC, a technology company focused on indoor location services. 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 a Modern Portfolio Theory framework.

Eric Anderhub is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved in managing a family-owned rental property. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning services.

Bryce Dalrymple is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Krilogy Financial since 2020 and previously held positions at Clayco and Professional Employment Group. Bryce is based in Saint 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, family office services, and sub-advisory model delivery, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with M Holdings Securities since 2001 and also has long tenures at Equitable Advisors and Bryant Group, Inc. Outside of his advisory work, Cammon serves on the finance committee of St. Louis Priory School and is president of Cammon Company. M Holdings Securities, Inc. serves individual and institutional clients nationwide through a network of independent advisors, offering a combination of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various platforms and access to proprietary and third-party resources.

Peter Donovan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Arax Advisory Partners and previously worked at Summit X, LLC for nine years. He serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and acts as a trustee for his parent's trust. He is also involved in insurance agencies and refers investment advisors to a proprietary data archiving and compliance software firm. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and distinguishes itself by using performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Robert Chambers is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has worked at Huntleigh Advisors since 2020, following roles at Huntleigh Securities Corporation and Duncan & Perry. Outside of his advisory work, he is a 50% owner of Rowan and Chambers LLC, a non-securities-related limited liability company. 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 a range of strategies including its MindShare Small Companies program, which combines investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

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 one year of experience in the industry. She holds the CFP® and Series 65 designations. Her prior roles include positions 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 employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Brennan Hammer is a financial advisor at Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.