Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Cetera Wealth Services, and Larson Financial Group. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory provides investment advisory and planning services to individual and 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, using a range of model strategies and third-party platforms.

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

Daniel Tabash is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Saxony Capital Management and its affiliated broker-dealer Saxony Securities Inc. since 2015. Outside of his advisory work, he serves as a basketball and soccer referee for the Catholic Youth Council. 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 operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly or flat-fee planning, and employs a variety of investment methods including charting, fundamental, technical, and cyclical analysis.

Robert Link is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has worked with Huntleigh Securities Corporation since 1997. 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 employs a combination of fundamental, technical, charting, and quantitative methods, including a distinctive MindShare Small Companies program that targets micro-, small-, and mid-cap equities.

John Gallia is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at Edward Jones, ON Investment Management Co, and LPL Financial. Gallia also serves as an adjunct professor teaching business courses at Maryville University and is involved with agricultural and outdoor recreation leases through Gallia Family Farms, LLC. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and institutional clients, including investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and technology-driven retirement solutions.

Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.

Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. 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 uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. 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 model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Jeffrey Sachs is a Series 65-licensed advisor with Simplicity Wealth and has 16 years of industry experience, including his ongoing role at Sachs Financial since 2010. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms, providing advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through a managed account platform.

Michael Hermann is a CFP® and ChFC® affiliated with Larson Financial Group, LLC in Saint Louis, MO, with 17 years of industry experience. He has worked at Larson Financial Group since 2020 and prior to that held roles at TD Ameritrade, Scottrade, and Edward Jones. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical approaches, including model portfolios and custom discretionary programs.

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving 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 equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Karen Maurer is a CFP® with 31 years of industry experience, currently associated with Krilogy in St. Louis, MO. Her prior roles include two decades at Crown Capital Securities, LP, and positions at Sentra Securities Corporation and Saxony Securities, Inc. She serves on the board of the St. Louis Crisis Nursery, advising the organization's CEO. Krilogy serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach overseen by an internal committee, blending active and passive strategies with customized solutions.

Cory Downer is a financial advisor at Smith, Moore & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Heidtman Steel for ten years. Outside of his advisory role, he is licensed as an insurance agent. 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 both advisor-managed and third-party manager accounts, with a focus on diversified portfolios including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.

Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. 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, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays through an Investment Committee and CIO-led process.

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.