Amy Crews is a financial advisor at Acropolis Investment Management, L.L.C. with 12 years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2013. 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 uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.

Austin Francis is a Series 66-licensed financial advisor with BFC Planning, Inc. in Manchester, MO. He has one year of industry experience and has held roles at Berthel, Fisher & Company Financial Services, Inc. and Moloney Securities. Prior to his financial services career, he worked at C.J. Muggs for 16 years. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional investors through a network of roughly 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored by its advisers.

Mark Kaplan is a financial advisor with WORLD EQUITY GROUP, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at New York Life, NYLife Securities, and Compass Retirement Solutions. Kaplan is also involved as a producer in a life insurance business through Wright Insurance Planning. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jerry Costello II is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as a director for the Illinois Department of Agriculture. 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, and employs a distinctive MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.

Patrick Monahan is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Saxony Securities Inc since 2014 and has been with Krilogy Financial since 2010. Monahan hosts "The Enrich Your Journey Podcast," an educational platform focusing on financial planning strategies. 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, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Kelsie Barrow is a PFS™ professional affiliated with Plancorp, LLC in Saint Louis, MO. She has worked in the financial services industry since 2020, including prior experience at Schowalter & Jabouri, P.C. and RubinBrown LLP. Plancorp serves high-net-worth individuals, business owners, trustees, charitable organizations, and retirement plans with wealth management, financial planning, investment management, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside tax-aware strategies and third-party manager due diligence.

Anthony La Rocca is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Integritel, Hermann London, and Fontbonne University. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base through a network of nearly 300 investment adviser representatives.

Ian Rothbarth is a financial advisor at Smith, Moore & Co. with nine years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2018. Prior to that, he held roles at Wells Fargo Clearing Services LLC and was involved with Temple Israel Congregation from 2017 to 2020. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor construction, and outsourced managers, with a focus on aligning accounts to clients’ objectives and risk tolerances.

Charles Meyer Sr. is a financial advisor at Plancorp, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plancorp since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies.

Michael Barbercheck is a CFP® with seven years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. Prior to this, he worked at Scottrade, Inc. and has experience with St. Louis Community College and Lutheran Senior Services. He is also licensed as a Life and Health Insurance Agent. 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 managed through an Investment Committee and CIO-led process.

Brian King is a CFP® professional with 18 years of experience, currently affiliated with Plancorp, LLC in St. Louis, MO. He has been with Plancorp since 2008. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory, employs documented Investment Policy Statements, and incorporates tax-aware strategies along with discretionary and non-discretionary management options.

Brett Mudd is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Wells Fargo Clearing, Park Avenue Securities, and LPL Financial. Outside of his advisory role, he is involved as a restaurant manager and works as an independent contractor in real estate sales. 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, ERISA retirement-plan services, and sub-advisory arrangements. The firm employs a variety of investment strategies, including its MindShare Small Companies program, which combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.

Lawrence Legrand is a financial advisor at Plancorp, LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Plancorp since 2010, previously working at Plancorp Holdings, Inc. from 2001 to 2023. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various vehicles, with discretionary and non-discretionary management options.

David Brooks is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved with Financial and Tax Architects since 1996 and also manages FTA Insurance Services, where he spends a significant portion of his time. Brooks has roles at RIA Compliance Services, LLC as well. 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 “Private Wealth Strategies” with monthly account reviews and rebalancing, serving mostly discretionary clients and offering a sub-advisory business to other registered investment adviser firms.

Scott Bailey is a CFP® with eight years of industry experience, currently serving at Fifth Third Wealth Advisors LLC since 2024. Prior to this, he spent 25 years at TIAA Trust, N.A. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, leveraging third-party managers and affiliated model strategies.

Alex Umble is a financial advisor at Acropolis Investment Management, L.L.C. with one year of industry experience. He holds the Series 65 designation and has been with Acropolis since 2022. Prior to his current role, he was a student at Edinboro University from 2018 to 2021. Acropolis Investment Management is a fee-only wealth management firm that serves 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, using a mix of equities, bonds, mutual funds, and ETFs.

Jeffrey Hercules is a financial advisor at Krilogy with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kansas City Life Insurance since 2011. 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, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated companies since 1992. Outside of his advisory role, he is active as an insurance agent specializing in life, health, annuity, and property and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

Justin Eggenberger is a financial advisor at Huntleigh Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Huntleigh Securities Corporation and Huntleigh Advisors, Inc. since 2021, and previously at Datatex Investment Services and K. W. Chambers & Co. Outside of advisory work, he is a teacher at Dwight Grade School and serves as a trustee for the Village of Dwight. He is also co-owner of Adventure Is Out There Travel LLC. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm employs a variety of fundamental, technical, charting, and quantitative methods and operates the MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

Bruce Ward is a CFP® and ChFC® with 34 years of industry experience. He is currently an advisor at Prospera Financial Services, Inc., having joined the firm in 2025. Prior to that, he worked at Cutter & Company Brokerage Inc., Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of his advisory role, Ward volunteers as an admissions partner and Missouri state coordinator for the U.S. Coast Guard Academy, assisting with college fairs and applicant coordination. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.