Staci Atwood is a financial advisor at Stifel Independent Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Independent Advisors since 2012, with ongoing tenure at Stifel dating back to 1995. Outside of her advisory work, she serves on the finance committee and administrative board of St. Matthew Church and is treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process that uses proprietary capital market assumptions to develop tailored asset allocation recommendations.

John Kurusz is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 42 years of industry experience. He has been with Huntleigh Securities Corporation since 1995 and holds Series 63 and Series 65 licenses. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm serves individual, high-net-worth, charitable, trust, and business clients, employing a range of fundamental, technical, charting, and quantitative methods across its strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Kristin Poole is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. She previously worked at Buckingham Asset Management, LLC for seven years. Poole holds an adjunct lecturer position at Washington University, where she teaches courses on Wealth Management Practice. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and family office services.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Benjamin Cason is a Series 66 licensed advisor with 15 years of industry experience. He has worked at MDRN Capital since 2026 and previously held roles at Fisher Investments, Charles Schwab, TD Ameritrade, and Scottrade Investment Management. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios with unaffiliated Independent Managers and low-cost mutual funds and ETFs, applying both fundamental and technical analysis.

Bradford Webb is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. He has been with Arete Wealth Advisors since 2017 and also with Arete Wealth Management since 2016. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside proprietary model allocations and third-party manager due diligence, serving clients with a combination of advisor-driven strategies and rule-based approaches.

Lisa Avenevoli is a CFP® professional with 15 years of experience in the financial services industry. She has been with Blackridge Asset Management, LLC since 2021 and previously worked at Steve Robbins, Inc. for 21 years. Outside of her advisory role, she is a joint owner of JAGS Investment, LLC, where she assists with bookkeeping and record-keeping. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process, utilizing model portfolios, third-party managers, and a multiphase due diligence approach.

Minjung Son is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, 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, blending equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Brent King is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Stifel Independent Advisors since 2018 and at Stifel since 2017, with prior experience at TIAA and TIAA-CREF from 2012 to 2017. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations and operates both broker-dealer and advisory services depending on client needs.

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.