Jeffrey Hercules is a financial advisor at Krilogy with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kansas City Life Insurance since 2011. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1992. Outside of his advisory role, he is active as an insurance agent covering life, health, annuity, property, and casualty lines, and manages two business entities related to financial services and insurance sales. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Justin Eggenberger is a financial advisor at Huntleigh Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Huntleigh Securities Corporation and Huntleigh Advisors, Inc. since 2021, and previously at Datatex Investment Services and K. W. Chambers & Co. Outside of advisory work, he is a teacher at Dwight Grade School and serves as a trustee for the Village of Dwight. He is also co-owner of Adventure Is Out There Travel LLC. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm employs a variety of fundamental, technical, charting, and quantitative methods and operates the MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.

Robert Langhorst is a financial advisor at Secure Asset Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Concorde Asset Management and Dempsey Lord Smith. Outside of advising, he serves as president of a consulting and services firm, 1031 Consulting and Services Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on equitable allocation of investment opportunities while maintaining custody with external custodians.

Tracey Richardson is a financial advisor at Impact Partnership Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including BDO Wealth Advisors, Northwestern Mutual Investment Services, and AIG Retirement Services. Outside of advisory roles, she is an instructor for the American Retirement Institute, conducting seminars on retirement topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary wrap-fee platform.

Jeffrey Cowley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Citizens Private Wealth in St. Louis, MO. His prior work includes roles at Citizens Bank NA, Clarfeld Financial Advisors LLC, Central Trust Company, and Truist Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Gabrielle Keifer is a financial advisor at Cornerstone Wealth Management, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and employs a team-based approach using fundamental, quantitative, and qualitative analysis across various investment vehicles with ongoing account supervision and periodic reviews.

Richard Morris is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Wolfrum and Company, LLC, Huntleigh Securities Corporation, and Horizon Trust. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies and uses model asset allocation portfolios reviewed quarterly alongside customized management options.

Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. 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 employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Matthew Baisden is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Plancorp since 2016. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Kenneth Cohen is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including previous roles at UMB Financial Services, Inc., R.T. Jones Capital Equities, Inc., and Cutter & Company, Inc. Outside of his advisory work, Cohen volunteers as a foster child advocate with Voices for Children and is involved with Big Brother Big Sister charity in St. Louis. Huntleigh Advisors serves a diverse client base, including high-net-worth individuals, small businesses, charities, trusts, estates, and retirement plans. The firm uses model asset allocation portfolios and offers a specialized MindShare strategy that combines fundamental research with investor sentiment and technical analysis to seek long-term capital appreciation.

Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. 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 offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Jason Cooksey is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, and USI Insurance Services. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including a MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.

Amanda Wolfrum is a financial advisor at Huntleigh Advisors, Inc. with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wells Fargo Advisors and Noyes Advisors LLC. Outside of her advisory role, she is a part-owner of CFG Supply, a company that distributes products to nursing homes. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with a range of services including discretionary and non-discretionary asset management, model portfolio programs, and ERISA plan advisory services. The firm’s MindShare strategy focuses on small- and micro-cap growth through a combination of fundamental research, investor sentiment analysis, and charting.

Sean Kenney is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in hospitality and construction, as well as with the Institute of Christ the King Sovereign Priest. Financial & Tax Architects primarily serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers discretionary portfolio management and financial planning, employing proprietary “Private Wealth Strategies” that use exchange-traded funds, individual securities, and trend-aware rebalancing.

Timothy Hammett is a CFP® with 31 years of industry experience and is currently a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He previously worked at Purshe Kaplan Sterling Investments from 2016 to 2017. Outside of his advisory role, he serves on the parish council of Sacred Heart Catholic Church. 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 model portfolios and options managed by independent third-party managers.

James Sanford is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Huntleigh Advisors since 2019 and has prior experience with Confi-Data LLC, Huntleigh Securities Corporation, and K. W. Chambers & Co. Outside of his advisory role, Sanford prepares tax returns and conducts insurance sales through a sole proprietorship, and he is also a partner and manager of a family farming and livestock partnership in Missouri. 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, and third-party manager solicitation. The firm offers both model portfolio programs and customized management, featuring a MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.

Matthew Kallman is a financial advisor at Huntleigh Advisors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Huntleigh Securities Corporation since 2011. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and sub-advisory arrangements, employing a range of fundamental, technical, charting, and quantitative investment strategies.

David Smith is a financial advisor with Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Smith Patrick LLC and its predecessor entities since 2007 and was also associated with Swink, Smith, Coplen & Company, P.C., and Blue Ocean Portfolios, LLC. Outside of advisory services, Smith is a partner and accountant at Smith Patrick PC, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by offering discretionary asset management, fiduciary services for retirement plans, back-office support, and financial planning. The firm utilizes broadly diversified, passively managed portfolios focusing on long-term, buy-and-hold strategies with an emphasis on cost minimization and fee transparency.