Edward Balmes is a financial advisor at BFC PLANNING, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. He is also a partner at a CPA firm specializing in accounting and tax preparation. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisor representatives.

Taylor Dade is a financial advisor at Krilogy with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Krilogy since 2016, with a brief tenure at TD Ameritrade and the University of Missouri. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutions. The firm employs a long-term investment philosophy managed by an internal committee, offering customized portfolio solutions and incorporating advanced operational tools such as AI-enabled meeting transcription.

Daniel Reilly is a CFP® and Series 65-registered financial advisor with Krilogy Financial, where he has worked since 2017. He has eight years of industry experience, including prior roles at Hoss's Market and Columbia College. In addition to his advisory work, he is licensed as a life and health insurance agent. Krilogy Financial 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, and family office services, utilizing a long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Kent Skornia is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. He has been with Krilogy Financial since 2009 and has also worked at Saxony Securities Inc. since 2015. Outside of his advisory role, Skornia is a 17% owner of Red Label Accessories LLC, a leather goods business, and serves as a silent partner in MO Medical Staffing, a medical staffing placement company. 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 managed through an Investment Committee and CIO-led process.

Vincent Tizono is a CFP® professional at AlphaStar Capital Management with eight years of industry experience. His work history includes roles at Conquistare Financial Advisory, LLC, Retire Once Financial Management, LLC, AE Wealth Management, and Edward Jones. Outside of advisory services, he is involved in insurance sales and the sale of gold and silver coins through Conquistare Financial Advisory. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical portfolio approaches using a variety of investment vehicles and supports plan services with roles under ERISA regulations.

Mark Deprospero is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2014. 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 employs a multi-brand operating model leveraging LPL-sponsored programs and technology to deliver tailored investment advice and continuous account supervision.

Nicole Crangle is a financial advisor with Prospera Financial Services, Inc. holding a Series 65 credential. She has one year of industry experience and has previously worked at Blattel & Associates and Starbucks. 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 multiple advisory programs and platforms.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 17 years and at STIFEL for two years. Outside of his advisory role, he serves as a women’s JV soccer coach at Lutheran High School Association and is a distributor for a metabolic health company, educating others on metabolic supplements. 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 business entities with a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

Brian Long is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Cutter & Company Brokerage, Inc. for 23 years before joining Prospera in 2025. Outside of advisory work, he is involved in financial planning through St. Louis Financial Group, LLC, manages a tax preparation business, and has experience as a freelance model. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party options.

Daniel Brungard is a financial advisor with Gradient Advisors, LLC, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory work, Brungard is involved in recreation as an event consultant and technical director for bicycle races and holds a license as a race official with USA Cycling. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that incorporates multiple analytical approaches while managing approximately $1.39 billion in total platform assets.

Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.

Anthony Gitcho is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Financial & Tax Architects, he worked at Prudential Advisors and Colonial Life. Before his career in financial advising, he spent over a decade at Lumiere Place Casino. 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 “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Kelsey Abbott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. Prior to joining Plancorp in 2020, Abbott worked at Enterprise Bank and Trust and Commerce Trust Company. Plancorp, LLC provides wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm’s investment approach follows Modern Portfolio Theory and employs documented Investment Policy Statements, with a focus on diversified asset allocation, ongoing portfolio management, and tax-aware strategies.

Christopher Swenson is a CFP® professional with 29 years of experience in the financial services industry. He has been with Cornerstone Wealth Management, LLC since 2013 and also maintains a registration with LPL Financial. Outside of his advisory role, he is involved with Captain Asset Management LLC, a business entity unrelated to investment activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and a range of LPL-sponsored programs to deliver tailored investment advice, focusing on continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Kevin Murphy is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at RFG Advisory since 2020 and previously held roles at Wells Fargo Clearing Services LLC and First Command Financial Planning, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s approach centers on discretionary portfolio management using model strategies, third-party platforms, and technology-driven retirement solutions, with a notable role as sub-adviser to multiple Bluemonte ETFs and service to state and municipal clients.

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. 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, utilizing a combination of equities, bonds, mutual funds, and ETFs.

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

Andrew Claus is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and 1 year of industry experience. He has been with the firm since 2014. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client accounts managed on a discretionary basis.

Daniel Teibel is a financial advisor at Krilogy with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cambridge Investment Research and Saxony Securities. Teibel also provides variable annuity brokerage services as an independent contractor. Krilogy serves a broad client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment philosophy guided by an internal committee and combines active and passive strategies with customized solutions such as tax-aware equity SMAs and private alternative funds.

Charles Dambach is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the Series 65 designation with 11 years of industry experience. He has been with Plancorp since 2014. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various securities, offering both discretionary and non-discretionary management.