James Sanford is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Huntleigh Advisors since 2019 and has prior experience with Confi-Data LLC, Huntleigh Securities Corporation, and K. W. Chambers & Co. Outside of his advisory role, Sanford prepares tax returns and conducts insurance sales through a sole proprietorship, and he is also a partner and manager of a family farming and livestock partnership in Missouri. 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, sub-advisory, and third-party manager solicitation. The firm offers both model portfolio programs and customized management, featuring a MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.

Matthew Kallman is a financial advisor at Huntleigh Advisors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Huntleigh Securities Corporation since 2011. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and sub-advisory arrangements, employing a range of fundamental, technical, charting, and quantitative investment strategies.

David Smith is a financial advisor with Wealth Management Nebraska LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Smith Patrick LLC and Swink, Smith, Coplen & Company, P.C. He is also a partner at Smith Patrick PC, an accounting firm where he provides tax and management services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Thomas Reis is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Larson Financial Securities, LLC and Four Seasons Distributors. 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, discretionary programs, and third-party manager recommendations, supported by AI-assisted research tools.

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers 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 investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

John Wehmer is a CFP® credentialed advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2016 and is also associated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages nearly $5 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis across various investment vehicles, providing tailored account supervision and periodic rebalancing.

Kurt Palos is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Saxony Securities Inc. since 2012. Palos serves as a board member of St. Agnes School, a nonprofit Catholic school in Missouri. 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 and employs various investment approaches including charting, fundamental, technical, and cyclical analysis.

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Robert Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Huntleigh Advisors since 2004 and is also the majority owner and CEO of K. W. Chambers & Co. Outside of his advisory roles, Chambers serves as chairman of the St. Louis County Board of Elections. Huntleigh Advisors, Inc. is an SEC-registered investment advisor providing discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.

Edward Barfield is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Veritas Advisors LLC, Geneos Wealth Management Inc, Cetera Advisor Networks LLC, and Summit Financial Group. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Justin Barwick is a financial advisor with Virtue Capital Management, LLC in St. Louis, MO, holding a Series 65 designation and 11 years of industry experience. He has worked at Virtue Capital Management since 2016 and previously at Redhawk Wealth Advisors, Inc. and Anixter. Outside of his advisory role, Barwick is involved with Barwick Consulting Services, providing life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models that emphasize economic data inputs.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

George Walker Jr. is a CFP® with 44 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He maintains a dual affiliation with LPL Financial and holds Series 63 and Series 66 licenses. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm combines advisor-led discretionary management with various LPL-sponsored programs and integrates multiple portfolio management approaches tailored to client goals.

Joshua Packman is a financial advisor with Copper Financial in St. Louis, Missouri, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as Cuna Mutual Group. Outside of his advisory role, he is involved as a member in real estate investment entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm works with both individual and institutional clients, including trusts and foundations, providing ongoing advisory services and one-time financial plans.

Terrance Webster is a financial advisor at Saxony Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Patrick Capital Markets, Edward Jones, TD Ameritrade, and Webster University. 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 and employs various investment strategies, including charting, fundamental, technical, and cyclical analysis.

Miranda Hagar is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Acropolis Investment Management since 2022 and has prior experience with United Health Group, Palm Health, Dale Carnegie Training, Blue Cross Blue Shield of Texas, Sumits Yoga, and the University of Missouri. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by an Investment Committee to construct diversified, tax-efficient portfolios and offers specialized retirement services within the union workplace.

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. Summit Financial, LLC is a 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, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.