Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc and Pruco Securities LLC. Outside of his advisory work, he serves as a high school basketball official in Missouri. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial consulting, and model-based self-directed brokerage programs through a network of independent investment adviser representatives.

Ellen Williams is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. She previously worked at Cutter & Company, Inc. for 35 years before joining Prospera in 2025. Outside of her advisory role, she serves as co-chair of the finance committee at Ladue Chapel in St. Louis, overseeing church finances on a volunteer basis. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, managing approximately $14.4 billion in client assets across discretionary and non-discretionary accounts.

Randy Miller is a CFP® professional with 22 years of industry experience, currently serving at Larson Financial Group, LLC since 2007. He previously worked at Ameriprise from 2004 to 2006. Outside of his advisory role, Miller is involved in real estate as the President and CEO of SGM Properties, LLC, and serves on the board of the Metro East Real Estate Investors Association. 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 a mix of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, and offers affiliated services including broker-dealer operations and commercial real estate brokerage.

James Fendrick is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding a Series 66 designation with 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2026. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a specialized MindShare strategy focused on small- and micro-cap stocks, sub-advisory services, and ERISA plan advisory services.

Sherri Kramer is a financial advisor with Stifel Independent Advisors, LLC who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Stifel Independent Advisors since 2006 and also has prior experience at Keefe, Bruyette & Woods, Inc. since 2019. Kramer is based in St. Louis, MO. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.

David Brandon is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Impact Partnership Wealth, LLC and has previously been associated with Brookstone Wealth Advisor, Aul Financial Group, LLC, and DoorDash. In addition to his advisory role, he assists advisors as a paraplanner with life insurance and annuity sales through Aul Insurance Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm offers a range of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed investment models.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years and Equitable Advisors for twelve years. Nieman serves as the treasurer for Girl Scouts of Eastern Missouri, Troop 98. 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, employing a mix of traditional and alternative investments managed through in-house teams and external managers.

Amanda Mertens is a financial advisor at Acropolis Investment Management with six years of industry experience. She holds a Series 65 designation and has worked at Acropolis since 2019, following several years at Commerce Bank. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework driven by long-term data and combines quantitative and fundamental analysis to construct diversified portfolios with an emphasis on tax efficiency and low turnover.

Dennis Hennessy is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Heartland Capital, Inc. for 23 years before joining Mutual Advisors and Mutual Securities in 2017. Hennessy serves as a board member for the St. Louis Blues 14 Fund, a nonprofit organization. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base that includes individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with a notable focus on institutional accounts such as sovereign wealth funds.

Thomas Ponce is a financial advisor at Krilogy with four years of industry experience and holds the Series 65 designation. Prior to joining Krilogy, he worked at Foundations Investment Advisors, The Chamberlin Group, C2P Capital Advisory Group, and Slagle Financial. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars to address financial illiteracy. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, retirement consulting, and family office services. The firm employs a long-term investment philosophy with tactical flexibility and utilizes both active and passive strategies, alongside specialized approaches such as tax-aware long/short equity SMAs.

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. 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. The firm utilizes a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked for Sterling Capital Management for 15 years before joining Visionary Wealth Advisors in 2019. Visionary Wealth Advisors serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, providing financial planning, consulting, and investment management. The firm utilizes model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Deanna Orf is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Plancorp, LLC. Her prior experience includes roles at Impact Partnership Wealth, Aul Financial Group, Retirement Wealth Advisors, and Edward Jones. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary management, and provides services such as wealth management, financial planning, pension consulting, and in-house tax preparation.

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Julia Ravensberg is a Series 66-licensed financial advisor with CreativeOne Securities, LLC, bringing four years of industry experience. She previously worked at RZA Wealth Management and spent five years as a homemaker. Outside of her advisory role, she is involved with Ravensberg, LLC, a construction-related business where she serves as a payroll associate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm offers a combination of financial planning, portfolio management, fiduciary services, and access to third-party manager programs, utilizing project-based planning and ongoing asset management via its proprietary platform.

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has worked at firms including LPL Financial and Broadway Graham Wealth Partners. Outside of her advisory roles, Kinney has experience in retail and hospitality sectors, including positions at Michael Kors and The Coop @ The Graduate Hotel. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical methods to tailor portfolios according to client objectives and manages approximately $9.45 billion across 154 advisors.