Curtis Shillingsford is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Tap Consulting LLC, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Steven Owens Jr. is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63, 65, and 66 designations with nine years of industry experience. His prior work includes roles at TIAA-CREF, Pinnacle Technical Resources, and Wells Fargo Clearing. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach, uses documented Investment Policy Statements, and offers discretionary and non-discretionary management, as well as third-party manager due diligence and tax-aware portfolio strategies.

Mark Minton is a financial advisor at Cornerstone Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his advisory role, he is involved with Comprehensive Benefits LLC, an insurance agency that sells Medicare-related plans. Cornerstone Wealth Management serves a broad client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Rebecca Dollens is a financial advisor at Acropolis Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Acropolis, she was involved with St. Patrick Catholic Church for six years and operated Rebecca Stoehner LLC for five years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework using long-term data to construct diversified portfolios that emphasize tax efficiency and low turnover.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and 66 licenses and has been with Visionary Wealth Advisors since 2019. Reed serves as president of the board of directors for Willows Way, a nonprofit organization. Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Eli Katz is a CFP® professional at Plancorp, LLC with one year of industry experience. Prior to joining Plancorp, he worked at KIPP for six years and was involved with Meshuggah Cafe for two years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans through wealth management, investment management, financial planning, and other financial services. The firm employs a Modern Portfolio Theory-based investment process, offers discretionary and non-discretionary management, and provides tax-aware strategies alongside in-house tax preparation.

Stacy Schaefer is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cutter And Company Brokerage, Inc. for 26 years. Outside of her advisory role, she is involved as a bookkeeper for a holding company related to real estate holdings. Prospera Financial Services 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 various advisory programs and platforms.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Adam Kilker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. He has 17 years of experience in the industry, including roles at Royal Alliance Associates, Inc. and Premier Financial Partners. Kilker provides financial planning services through NWF Advisory Services while working from St. Louis, Missouri. NWF Advisory Services manages approximately $6.4 billion in client assets with a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting across a variety of account types.

Brent Robbs is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds the CFP® and PFS™ designations, as well as the Series 66 license. His prior experience includes roles at PNC Bank and Stifel Nicolaus. Outside of advising, Robbs owns and operates a tax preparation and consulting business. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, option overlays, and separately managed account strategies.

Mason Barnett is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and has worked in advisory roles as well as in agricultural and service businesses, including a position at Harold Schmidt Tomato Farm and ownership of Fresh Start Power Washing LLC. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture approach that blends proprietary models, individual advisor portfolio construction, and outsourced managers. The firm offers management across various asset classes and uses fundamental and technical analysis to align portfolios with clients’ objectives and risk tolerances.

Jerod Bland is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and C2P Capital Advisory Group, LLC. He is also involved with the Chamberlin Group, where he provides insurance and non-legal estate planning administrative services. Foundations Investment Advisors serves a broad client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using a combination of fundamental, technical, and cyclical analysis along with tailored client profiles and an asymmetric rebalancing approach.

Timothy Haehnel is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RubinBrown Advisors and Vanderbilt University, as well as an academic appointment at St. Louis University. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm emphasizes strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware practices and technology to support financial planning.

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.

Benjamin Klutenkamper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He has prior experience at Private Client Services, TAP Consulting, LLC, and LPL Financial. Outside of his advisory role, he provides tutoring for licensing and CFP exams through Varsity Tutors. Summit Financial, LLC is an SEC-registered multi-team advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

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.

Robert Drury II is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Private Client Services and Investment Planners, Inc. Outside of advisory work, he is involved in insurance brokerage through multiple companies, earning compensation on sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nir Regev is a financial advisor at Diversify Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at DFPG Investments, Inc. since 2016 and at his own firm, Regev Group, since 2001. In addition to his advisory roles, he operates an insurance agency providing life insurance and fixed annuities. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm employs a tactical diversification investment approach and offers various portfolio delivery options alongside flexible fee structures including fixed and hourly fees.

Debra Mesle is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63, 65, and 66 credentials and bringing 48 years of industry experience. Her prior roles include long tenures at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services, and Bank of America. Huntleigh Advisors serves a diverse client base including high-net-worth individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, and ERISA plan advisory services, employing a mix of fundamental, technical, cyclical, and quantitative analysis.

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.