Daniel Smith is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Lincoln Financial Distributors Inc. and LPL Financial. Outside of his advisory work, he jointly owns a vacation property in Panama City Beach, Florida. 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 uses a multi-brand operating model that leverages LPL platform programs and technology to deliver tailored investment advice and manage a high client load across its 91 advisors.

Jacob Thornton is a financial advisor at Krilogy with nine years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2017. Outside of his advisory role, he is also a personal trainer with over a decade of experience in fitness and boxing. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, institutions, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and provides a range of sub-advisory and separately managed account solutions.

Mark Thompson is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Saxony Capital Management since 2006 and previously worked at Patrick Capital Markets, LLC from 2012 to 2018. Outside of his advisory role, he is an ordained minister who performs wedding ceremonies. 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 employs a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning, utilizing a range of investment strategies including technical, fundamental, and quantitative analyses.

Robert Wort is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. He joined Larson Financial in 2022. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches and utilizes AI-assisted tools alongside human review for client recommendations.

Daniel Laure is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Daniel is an active volleyball player who participates in tournaments that offer prize payouts. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolios.

Juana Love is a financial advisor at ON Investment Management Company with 11 years of industry experience. She holds a Series 66 credential and has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, she serves as president of Professional Evolutions, where she provides executive and professional coaching to clients in career transitions or pursuing leadership roles. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, often integrating third-party investment platforms.

James Terschluse is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as director and secretary of an employment agency, BARBER MANAGEMENT. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

Ryan Conley is a CFP® with 21 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior experience includes roles at U.S. Bancorp Investments, PNC Wealth Management, and Edward Jones. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging model strategies, third-party platforms, and technology to deliver tailored investment solutions.

Edita Hamzagic is a Series 65-credentialed financial advisor at RubinBrown Advisors LLC with five years of industry experience. She previously worked at Duff & Phelps LLC from 2016 to 2019. Hamzagic has been with RubinBrown Advisors since 2019. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base 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 strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management alongside third-party manager recommendations.

Patrick Wiegers is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Northwestern Mutual, and Stifel. He serves on the Unlimited Play Young Professionals Board and the Saint Louis University High School Alumni Board. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing methods such as modern portfolio theory and quantitative analysis.

George Lingelbach Jr. is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Huntleigh Securities Corporation since 2002 and Union Planters Trust since 1986. 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, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.

Katherine Shands is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. Outside of her advisory role, she serves as a committee member for the Shrewsbury Aquatic Center Exploration Committee, which conducts research and provides recommendations regarding community aquatic facilities. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs both model-based and manager-driven investment approaches, offering access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments.

Nathan Holt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Krilogy Financial in St. Louis, MO. He has been with Krilogy since 2010 and holds a Series 66 license. Holt is also a board member of the Greater St. Louis Financial Planning Association, where he oversees membership activities unrelated to investment management. 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 employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

Jarad Mitchell is a financial advisor at Saxony Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patrick Capital Markets, LLC, US Bank, and Scottrade, Inc. Outside of his advisory work, he is a limited partner in Alliance Resource Partners, LP, a coal mining company. 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 employs a multi-team approach with 38 advisors and offers a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Edward Brown is a financial advisor at Argent Capital Management LLC with 13 years at the firm and 30 years of industry experience overall. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner in trust of a private duty nursing home business operated by his family, though he does not devote time to this activity. Argent Capital Management is an employee-owned firm managing approximately $3.99 billion in client assets, specializing in discretionary domestic equity portfolio management for institutions, endowments, foundations, and high net worth individuals through a team-based approach focused on concentrated, low-turnover portfolios of high-quality businesses.

Michelle Robertson is a financial advisor at Huntleigh Advisors, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Huntleigh Securities Corporation since 1998. 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, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a variety of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program that targets micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.

Ryan Powers is a CFP® with 16 years of industry experience currently serving at Krilogy Financial since 2020. Prior to joining Krilogy, he worked at Paradigm Financial Advisors, LLC for nine years. 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, and family office services, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Benjamin Westerman is a CFP®, PFS™, and holds a Series 65 license with 11 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at Resources Investment Advisors, LLC and HM Capital Management. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that incorporate mutual funds, ETFs, and both active and passive management, supported by an Investment Committee.

Paul Larson is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Larson Financial Group, LLC. He has held roles at various affiliated entities, including Larson Wealth Partners and Larson Capital Management. Larson is also involved as a board member in nonprofit organizations and has ownership interests in businesses ranging from restaurant operations to consumer automobile leasing. 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 employs a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers pension consulting and affiliated private-equity services.

Andrew Ishmael is a CFP® professional with 19 years of industry experience, currently serving at Summit Financial, LLC since 2024. His prior roles include a decade at Edward Jones and recent positions at Private Client Services and Tap Consulting LLC. Outside of his advisory work, he leads men's leadership development training through F3. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.