George Lingelbach Jr. is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Huntleigh Securities Corporation since 2002 and Union Planters Trust since 1986. 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 arrangements, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.

Kevin Daniel is a CFP® and holds a Series 65 license with four years of experience in the financial services industry. He currently works at Plancorp, LLC and previously spent ten years at Ernst & Young LLP. Plancorp, LLC serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm offers wealth management, investment management, financial planning, and tax preparation services grounded in Modern Portfolio Theory, with discretionary and non-discretionary portfolio management and a focus on fiduciary practices.

Brian Wiedermann is a CFP® and Series 65 credentialed advisor at Plancorp, LLC with 23 years of industry experience. He has been with Plancorp, formerly Plancorp, Inc., since 2000. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements and incorporates discretionary and non-discretionary management, tax-aware strategies, and due diligence on third-party managers.

Susan Conrad is a financial advisor at Plancorp, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Plancorp since 2011. Plancorp serves individuals including high-net-worth clients, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, 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, providing discretionary and non-discretionary management across various asset classes while incorporating tax-aware strategies.

Nathan Holt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Krilogy Financial in St. Louis, MO. He has been with Krilogy since 2010 and holds a Series 66 license. Holt is also a board member of the Greater St. Louis Financial Planning Association, where he oversees membership activities unrelated to investment management. Krilogy Financial 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 portfolio management, financial planning, and consulting services.

Jarad Mitchell is a financial advisor at Saxony Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patrick Capital Markets, LLC, US Bank, and Scottrade, Inc. Outside of his advisory work, he is a limited partner in Alliance Resource Partners, LP, a coal mining company. 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 employs a multi-team approach with 38 advisors and offers a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Edward Brown is a financial advisor at Argent Capital Management LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Argent since 2013. Outside of his advisory work, he is an owner in trust of a private duty nursing home, Advanced Nursing Services, held jointly with his siblings. Argent Capital Management provides investment advisory services to endowments, foundations, pension funds, investment companies, and high net worth individuals, specializing in separately managed domestic equity strategies. The firm employs a team-based investment process focused on concentrated, low-turnover portfolios of high-quality companies and manages various institutional and individual client mandates.

Adam Clark is a CFP®, PFS™, and Series 65-licensed advisor with eight years of industry experience. He is currently affiliated with Mariner Independent and also manages Investtax Wealth Advisers, LLC, and ITWA CPA Tax Services, where he provides CPA services unrelated to investments. Clark has prior experience with Moneta Group Investment Advisors and Deloitte Tax LLP. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and both investment and tax advisory services through a platform that integrates institutional and retirement plan resources.

Michelle Robertson is a financial advisor at Huntleigh Advisors, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Huntleigh Securities Corporation since 1998. 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 arrangements, and third-party manager solicitation. The firm employs a variety of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program that targets micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.

Corey Breneman is a financial advisor at Wealth Management with over 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management since 2006. In addition to his advisory role, Breneman is president and owner of an accounting firm providing personal and corporate tax and accounting services. He also serves as treasurer for a nonprofit church and is involved with multiple charitable organizations. Wealth Management offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in client assets and employs a passive investment approach focused on no-load mutual funds, ETFs, and model allocation portfolios with a long-term, buy-and-hold strategy.

Ryan Powers is a CFP® with 16 years of industry experience currently serving at Krilogy Financial since 2020. Prior to joining Krilogy, he worked at Paradigm Financial Advisors, LLC for nine years. 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, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Dale Huber is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Planning Corporation before joining Cornerstone and LPL Financial in 2017. Outside of advisory services, he is involved in tax preparation and accounting through related business activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management and financial planning. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental and quantitative analysis with continuous account supervision to tailor investment advice to client goals.

Andrew Ishmael is a CFP® professional with 19 years of industry experience, currently serving at Summit Financial, LLC since 2024. His prior roles include a decade at Edward Jones and recent positions at Private Client Services and Tap Consulting LLC. Outside of his advisory work, he leads men's leadership development training through F3. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicholas Withington is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, employing a combination of analytical methods and third-party managers to implement client portfolios.

Matthew Schellman is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2013. Outside of his advisory role, he operates The Schellman Group, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Jacob Hemphill is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Summit Financial since 2024 and previously with Private Client Services and Tap Consulting LLC. Outside of advising, Mr. Hemphill is involved in fixed insurance sales through various carriers. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and 216 advisors serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services tailored to client preferences.

Christine Wedell is a CFP® professional with 20 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and has held prior roles at Saxony Capital Management and LPL Financial. Wedell also operates Volare Wealth Advisors as a DBA under RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing both active and passive investment strategies along with alternative investments and annuity management.

Quintin Hogrefe is a financial advisor with Summit Financial, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Private Client Services and LPL Financial. Outside of his advisory work, he serves as a volunteer board member for the Gateway Huskers University of Nebraska alumni group and is Vice President of the Heron Bay Condo Owners Association board. 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 and portfolio management services, combining discretionary and consultative approaches to meet diverse client needs.

Brian Watson is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Plancorp, LLC since 2020 and previously spent two years at Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm follows a Modern Portfolio Theory–based investment approach, offers discretionary and non-discretionary management, and provides tax-aware portfolio reviews and in-house tax preparation.

James Quicksilver is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 designations with 38 years of industry experience. He has been with Huntleigh Securities Corporation since 2012. Outside of his advisory role, he is a 50% partner in a bar and restaurant business in St. Louis, where he contributes approximately 20 hours per week. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm utilizes a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program targeting micro-, small-, and mid-cap equities.