Joshua Statler is a CFP® with 12 years of industry experience currently affiliated with Krilogy. His prior work includes roles at Focus Partners Wealth, Great Point Capital, 25 Financial, Arete Wealth Management, Arete Wealth Advisors, and Larson Financial Group. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customizable portfolios, and specialized services such as family office support and sub-advisory model licensing.

Wajeehuddin Siddiqui is a financial advisor at St. Bernard Financial Services, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at St. Bernard since 2017, following prior roles at Wilbanks Securities and Cabot Lodge Securities. Outside of his advisory work, Siddiqui is involved in insurance sales through Midwestern Financial Center, LLC, focusing on property and casualty, life, and health insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure and maintains collaborative client relationships with limited discretionary authority.

Samantha Dombek is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Her background includes roles at Reinsurance Group of America and BKD, LLP prior to joining Plancorp. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans by offering wealth management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation across various securities, with both discretionary and non-discretionary management options available.

Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cutter and Company Brokerage Inc and B. Riley Wealth Management. He is also the sole member of Norman Wealth Advisory LLC. 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 through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Scott Peterson is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Financial & Tax Architects in 2019. In addition to his advisory role, he operates as an independent insurance agent offering a range of insurance products. 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, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Joel Camba is a financial advisor at Krilogy with a Series 65 designation and one year of industry experience. His prior work includes roles at RubinBrown LLP, Faith Investor Services, US RSM LLP, Anders LLP, and St. Louis University. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm follows a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with specialized services such as tax-aware long/short equity SMAs and private alternative funds.

Grant Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, NYLIFE Securities LLC, New York Life Insurance Co., UBS, and the University of Mississippi. 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 advisor-led discretionary management alongside LPL-sponsored programs and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Christopher Lissner is a financial advisor at Acropolis Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm utilizes an asset-allocation framework driven by long-term data and manages diversified portfolios emphasizing tax efficiency and low turnover.

Stephen Eifler is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor at Krilogy Financial LLC and has previously worked at firms including Saxony Securities Inc, Syntegra Private Wealth Group LLC, and MassMutual. 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, family office services, and sub-advisory and separately managed account model delivery through Krilogy Portfolio Services. Its investment approach combines quantitative, qualitative, and fundamental analysis with advisor-led risk profiling, managed through an Investment Committee and CIO-led process.

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. Kestra Private Wealth Services 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 wide range of investment products and specialized services, serving both individual and institutional clients.

David Malone is a Series 66-credentialed financial advisor with over 24 years of industry experience. He has worked at Blackridge Asset Management, LLC since 2016, and previously held roles at Peak Brokerage Services, Next Financial Group, Waddell & Reed, and Wells Fargo Advisors. Outside of advisory work, Malone owns Retirement Solutions, LLC, providing insurance planning services, and serves on the boards of several nonprofit organizations including Christian Hospital BJC, Saint Louis Crisis Nursery, and the USO, Inc. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers through a turnkey asset management platform and emphasizes discretionary portfolio management based on fundamental and technical analysis.

Kelly Stilts is a Series 65-licensed advisor at Arax Advisory Partners with one year of experience in the financial advisory industry. Prior to joining Arax, Stilts held various roles at Centene Corporation from 2011 to 2023 and has been involved with 1st Phorm since 2024. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives. The firm is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Lauren Kingsten is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at Acropolis Investment Management since 2011, including the current entity since 2020. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data to construct diversified portfolios focused on tax efficiency and low turnover, and it maintains a specialized retirement practice for union workplaces.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. His prior roles include positions at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. He also owns and manages tax preparation and business consulting practices outside of his advisory work. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently employing third-party managers and providing integrated insurance-linked account management.

Heather Burke is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. She has been with Acropolis since 2022 following a nine-year break from employment. 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 both commercial and academic data to build diversified portfolios emphasizing tax efficiency and low turnover.

Joleen Scharenbroch is a CFP® professional at Plancorp, LLC with 28 years of industry experience. She has worked at Plancorp since 2017, with prior roles at PNC Bank and PNC Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, financial planning, pension consulting, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach and maintains ongoing portfolio management with discretionary and non-discretionary options.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cutter and Company and Loomis. Prospera Financial Services is a multi-team advisory firm with over 270 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 programs and platforms.

Kevin Reynolds is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Krilogy Financial, LLC since 2014. He also has a long-standing role at Life Time Fitness beginning in 2009. Outside of his advisory work, Reynolds receives referral fees for group health business through an agreement with the Cornerstone Group. 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, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Gary Breneman is a financial advisor at Wealth Management with over 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which produces reference tax books, and serves as president of a CPA firm focused on tax and accounting services. Breneman is also involved in nonprofit work, serving as board member and treasurer for multiple organizations. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering services such as discretionary asset management, fiduciary services, and financial planning. The firm utilizes broadly diversified, passively managed portfolios primarily composed of no-load mutual funds and ETFs and emphasizes fee transparency, cost minimization, and long-term, buy-and-hold strategies.

Dean Millonas is a financial advisor at Cornerstone Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with firms including Edward Jones and LPL Financial prior to joining Cornerstone in 2012. Millonas is also associated with Millonas Wealth Management, an investment-related business entity. 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 provides asset management, financial planning, retirement consulting, and third-party manager referrals, utilizing a mix of fundamental, quantitative, and qualitative analysis to support its investment approach.