Carlton Dick is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. He is also licensed as a life insurance agent with Ash Brokerage/PKS Financial. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies including both traditional and alternative investments, supported by in-house portfolio teams and third-party managers.

Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Summit Wealth Strategies, and Summit X. He serves as secretary on the board of Summit Bancshares, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments managed by in-house teams and external managers.

Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. Prospera Financial Services, Inc. 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 multiple advisory programs and platforms.

I desire to simplify stock options and personal finance topics. My core belief is that money is a tool that can facilitate spending your time doing what you love, with who you love. I specialize in serving individuals in their 30's and 40's who hold stock options in a pre-IPO company. Together we navigate the nuances of equity compensation, manage the risks you're exposed to along the way, and provide a clarity for how a financial windfall can provide new opportunities for you & your family. Our relationship begins with understanding what you value, who is most important to you, how you desire to spend your time, and what challenges you're currently facing. I aim to create a safe space to ask questions and distill an actionable roadmap to guide you on a path for using your money to live a good life today and in the future. Interested in seeing what an advisory relationship could look like? I'd love the opportunity to meet you & see how I can be of help!

Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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 multiple advisory programs through both proprietary and third-party platforms.

James Maher Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and beginning his advisory career in 2023. His prior roles include experience at Archford Capital Strategies and Synergy Wealth Solutions. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. 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 employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Brian Bachelier is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding a CFP® designation and over 27 years of industry experience. He previously worked at Scottrade, Inc. for 20 years and at Voleta Advisors LLC for three years. Outside of advising, he is the owner of Brian's Jerky, LLC, producing and selling fresh smoked beef jerky. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Michael Weisman is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. He is also an independent insurance agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, various analytical approaches, and third-party tools to tailor portfolios and offers a broad range of advisory services including asset management and consulting.

Amy Brody is a financial advisor at Smith, Moore & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm combines advisor-managed accounts with third-party manager arrangements and employs both fundamental and technical analysis in its investment approach.

Samuel Streb is a CFP® and ChFC® accredited financial advisor with five years of industry experience. He is currently with Krilogy and has previously worked at Northwestern Mutual and several other firms. Outside of finance, he has experience working in the hospitality and residential construction industries. 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 a combination of active and passive strategies, and provides a range of services from portfolio management to family office support.

Steven Finerty is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Argent Capital Management LLC since 1998 and also maintains concurrent roles with Moneta Group, LLC and associated entities since 2005. Argent Capital Management is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management, utilizing a team-based approach focused on concentrated, low-turnover portfolios of high-quality, enduring businesses.

Willem Schilpzand is a CFA® charterholder with 12 years of industry experience. He is currently with ACR Alpine Capital Research, LLC and has been with Alpine Investment Management LLC since 2010. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies, managing both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Waddell & Reed and Ameriprise prior to joining RFG Advisory in 2017. Outside of his advisory role, he serves as the boys athletic director for Celtic Athletic Ministry, managing policies and facilities for sports programs. RFG Advisory delivers investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach with a range of model portfolios and third-party platforms, and it serves as sub-adviser to multiple ETFs while providing access to alternative investments and annuities.

Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. 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 a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.

Thomas Gummersbach is a financial advisor with Huntleigh Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2005. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management as well as specialized strategies such as its MindShare small- and micro-cap program. The firm employs model asset allocation portfolios reviewed quarterly alongside customized management options, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis.

Amie Sheputis is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Private Client Services. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs primarily discretionary investment management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple exchange-traded funds.

Douglas Simms is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 credential and 18 years of industry experience. His work history includes roles at Huntleigh Advisors, Huntleigh Securities Corporation, National Planning Corporation, Datatex Investment Services, and K. W. Chambers & Co. Outside of his advisory work, Simms holds vice president positions in multiple companies involved in fixed insurance, wellness services, and brokerage administration. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolio programs, sub-advisory, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, with a specialized MindShare strategy focused on small- and micro-cap growth and a concentrated higher-turnover strategy.

Kevin Storm is a CFP® with 19 years of experience in financial advising and has been with Smith, Moore & Co. since 2006. He holds a Series 66 license and is also registered 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 a multi-team approach with about 50 advisors managing approximately $2.0 billion in assets, using both advisor-managed accounts and third-party manager arrangements.