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Steven W

CFP®, Series 66

St. Louis, MO

RubinBrown Advisors LLC

Steven Wisniewski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. He holds a Series 66 registration and is based in St. Louis, MO. RubinBrown Advisors LLC 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 assets and employs a strategic asset allocation approach using model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Ryan C

CFA®, Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm providing discretionary portfolio management and advisory services to 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, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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William R

CFP®, Series 66

St. Louis, MO

Krilogy

William Rowe is a CFP® and Series 66 credentialed advisor with seven years of industry experience, currently with Krilogy in St. Louis, MO. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, Merrill, and State Farm. Outside of financial services, he has experience working in hospitality at Harpos Bar and Grill and in media production with Lifestylez Productions. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment approach overseen by an internal committee and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Debra M

Series 66, Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Debra Mesle is a financial advisor at Huntleigh Advisors, Inc. with 48 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior experience includes roles at Bank of America, NA; Merrill Lynch, Pierce, Fenner & Smith Incorporated; and UBS Financial Services. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolio programs, and specialized strategies including the MindShare small- and micro-cap approach. The firm combines fundamental, technical, cyclical, and quantitative analysis and offers customized investment management alongside model portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gregory B

Series 63, Series 65

Clayton, MO

Smith, Moore & Co.

Gregory Bray is a financial advisor at Smith, Moore & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2015. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance services at the same office location. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors and manages around $2.0 billion in client assets through a combination of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Pamela J

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Pamela Johnston is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. She has been with Huntleigh Securities Corporation since 1986. Johnston holds Series 63 and Series 66 designations. Outside of her advisory role, she owns Johnston Consulting, LLC, which is involved in life and health insurance sales on a limited basis. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and employs a distinctive MindShare Small Companies program that integrates investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Logan F

CFP®, CFA®, Series 63

Clayton, MO

Argent Capital Management LLC

Logan Finerty is a CFP® and CFA® with 11 years of industry experience. He is currently with Argent Capital Management LLC and has previously worked at Moneta Group Investment Advisors. Finerty holds a Series 63 license and has been affiliated with Argent since 2012. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management emphasizing concentrated, low-turnover portfolios of high-quality, enduring businesses.

Active portfolio management Concentrated stock management
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Joseph M

CFP®, Series 63, Series 66

St. Louis, MO

RubinBrown Advisors LLC

Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Sakis S

CFP®, Series 63, Series 65, Series 66

Chesterfield, MO

Acropolis Investment Management

Sakis Salas is a CFP® professional with 24 years of industry experience, currently serving at Acropolis Investment Management since 2006. He previously worked at First Horizon Advisors and Charles Schwab. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover, and maintains a focused retirement practice with significant roles in union workplace plans and company-sponsored retirement services.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Michael D

CFP®

Saint Louis, MO

Plancorp, LLC

Michael Dempsey is a CFP® professional at Plancorp, LLC with six years of industry experience. Prior to joining Plancorp in 2022, he worked at BWTP PC for five years and PricewaterhouseCoopers for three years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management while incorporating tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Krystal P

Series 65

Clayton, MO

Argent Capital Management LLC

Krystal Proctor is a financial advisor at Argent Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Argent Capital Management since 2016. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals with discretionary domestic equity portfolio management through a team-based, collaborative investment process focused on concentrated, low-turnover portfolios of high-quality businesses.

Active portfolio management Concentrated stock management
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Joshua S

CFP®, Series 66

St. Louis, MO

Krilogy

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.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Wajeehuddin S

Series 63, Series 65

St Louis, MO

St. Bernard Financial Services, Inc.

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.

Annuities Wealth management
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Samantha D

CFP®, Series 65

Saint Louis, MO

Plancorp, LLC

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.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Jack H

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Jack Hessi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with one year of industry experience. He holds a Series 66 designation and previously worked at Mallinckrodt Pharmaceuticals and has experience in several other sectors before joining Huntleigh. 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 that combines fundamental research with investor sentiment and charting.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Greg O

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Greg Overschmidt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Huntleigh Securities Corporation since 2009 and K. W. Chambers & Co. since 1992. Outside of his advisory role, he is involved in several non-investment related business ventures including part ownership in a cattle ranch and managing real estate activities. 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, retirement plan services, and third-party manager solicitation. The firm offers both model portfolios and customized management, featuring a MindShare Small Companies program that integrates investor sentiment and fundamental research across micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Joel C

Series 65

St. Louis, MO

Krilogy

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.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Christopher L

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Stewart D

CFP®, Series 63, Series 65

Clayton, MO

Smith, Moore & Co.

Stewart Deutsch Jr. is a CFP® professional with 32 years of industry experience, currently serving at Smith, Moore & Co. since 2003. He holds Series 63 and Series 65 licenses and participates actively in community and educational roles, including serving as board president of Covenant House and as an adjunct lecturer at Washington University. He also contributes to advisory and strategic committees for the University of Missouri and the Jewish Federation of St. Louis. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary models, advisor portfolio construction, and outsourced managers, offering both discretionary and non-discretionary account management.

Business succession planning Founder/Business Owner Executive
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Daniel L

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Daniel Lecure is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co., LPL Financial Corporation, and Mutual Service Corporation. Outside of advising, he owns and operates Lecure & Associates LLC, a tax preparation, accounting, and bookkeeping business. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and a distinctive MindShare Small Companies program that combines investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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