Amie Sheputis is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with RFG Advisory, LLC and Private Client Services, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 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 strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.

Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. Acropolis Investment Management, LLC 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

Andrea Levinson is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2022. Prior to this role, she was not employed in the financial sector for ten years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by long-term commercial and academic data to construct diversified portfolios emphasizing tax efficiency and low turnover.

William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Jacqueline Saleeby is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and has been involved with Saleeby and Associates since 2022. Outside of her advisory role, she is a partner in DRDJ, LLC, a business buying and selling antiques and collectibles. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

Jeffrey Patterson is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cutter And Company, Securities America Advisors, Inc., Bolton Securities Corporation, and Stifel. Outside of his advisory work, he is a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro-bono role connected to a local martial arts school. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

Jordan Blanton is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served five years in the US Army and worked at BAE Systems for one year. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using exchange-traded funds and individual securities, with most client relationships managed on a discretionary basis.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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 multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

John Mcclelland is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2017 and previously worked at Duncker, Streett & Co, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs.

Gordon Haave is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Financial & Tax Architects, LLC since 2016 and has held roles at Agora Trust Ltd. since 2013. Haave is also involved as a managing director at Agora Trust Ltd. and holds indirect ownership interests in media and compliance support companies. Financial & Tax Architects provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Jacob Summerville is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Sequent Planning, he held roles at St. Louis Insurance Group, Fieldhouse & Willie's, and several educational institutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent investment adviser representatives and emphasizes a structured risk framework with diversified manager exposure and tax-aware strategies.

Deborah Edwards is a CFP® professional at Arax Advisory Partners with 22 years of industry experience. She previously worked at Summit X, LLC for nine years before joining Arax Advisory Partners. In addition to her advisory role, Edwards is an insurance agent affiliated with Ash Brokerage. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Peter Lazaroff is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the CFP®, CFA®, and Series 65 designations with 18 years of industry experience. He serves as Chief Investment Officer and member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Lazaroff also manages educational activities through his entity Lazaroff LLC, which encompasses his writing, presentations, and website. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process, employs documented Investment Policy Statements, and offers both discretionary and non-discretionary management alongside cash management options.