Jane Leech is a financial advisor with Krilogy in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for five years before joining Krilogy in 2021. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office support.

Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Jeffrey Gelber is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has worked at B. Riley Wealth Management since 2005. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs and financial planning services.

Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 credential and has worked at Saxony Securities and Krilogy Financial since 2016. Outside of his advisory role, he is the owner of KEP Law, LLC, where he provides estate planning services, and also manages TNL Holdings, a holding company for Krilogy ownership units. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, corporate and institutional clients, and charitable organizations. The firm’s investment approach combines long-term portfolio management with tactical adjustments, offering active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has also worked as an insurance agent since 2014, offering life, health, annuities, and Medicare Advantage plans. Gandhi has additional experience at S&S Financial in a non-investment capacity related to insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of financial planning and investment solutions.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Lucas Nikolaisen is a CFP®-designated financial advisor at Krilogy with eight years of industry experience. He has worked at Krilogy Financial since 2018 and previously held roles at Midwest Acceptance Corp and A.Mrazek Moving Systems. Additionally, he is a licensed Life and Health Insurance Agent. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering a range of portfolio and financial planning services as well as sub-advisory and separately managed account strategies.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Mark Schmitt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He joined Huntleigh Advisors in 2025 after a 12-year tenure at Caleres, Inc. Outside of his advisory role, he serves as a paid committee member on the Shiloh Village Planning Commission in Shiloh, Illinois. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that serves individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and employs a combination of fundamental, technical, charting, and quantitative methods across its strategies, including the MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Michael Moloney is a CFP® and ChFC® with 39 years of industry experience. He is currently with VestGen Advisors, LLC and previously worked at Cambridge Investment Research Advisors, Inc., Universal Financial Planning Consultants, Inc., and LPL Financial among others. Moloney serves on the board of The E. Walter Hausstette Charitable Foundation, which awards grants primarily in the St. Louis area. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment offerings.

Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.

Gregory Pierce is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. He previously operated Pierce Financial Strategies, LLC for 14 years before joining CGN Advisors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and utilizes tax-aware investment vehicles, often incorporating institutional third-party managers and conducting regular portfolio reviews.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.

Hanh Nguyen is a CFP® with 10 years of industry experience, currently with Krilogy Financial since 2016. Based in St. Louis, MO, Nguyen holds a Series 65 license and has ownership interests in businesses related to real estate investment and property maintenance. Krilogy serves a diverse client base including high-net-worth individuals, corporations, and family offices, offering portfolio management, financial planning, and corporate retirement consulting. The firm's investment approach combines long-term model portfolios with tactical flexibility and includes active, passive, and alternative strategies tailored to client needs.

Jonathan Ewanio is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Patrick Capital Markets, MBM Wealth Consultants, Saxony Securities, Scottrade, and Edward Jones. Saxony Capital Management serves individual and institutional clients with portfolio management and financial planning through a multi-team approach. The firm uses a variety of investment methods and offers discretionary asset management alongside financial planning and consulting services.

Katie Lorberg is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC, where she has worked since 2023, following prior roles at Vestia Advisors, LLC and LPL Financial. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm offers model-based strategies and separately managed account options, combining fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory.

Scott Rich is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He has been with Huntleigh Advisors since 2016. Outside of his advisory role, he is an investor and provides business advice for chiropractic clinics through KRD Enterprises, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers various asset management services, including discretionary and non-discretionary management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.

Deborah Castiglioni is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 37 years at Cutter & Company, Inc. prior to joining Prospera in 2025. Outside of her advisory role, she is a 25% owner of a non-investment real estate operating company that manages a commercial building. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.