Joseph Maher is a financial advisor at ValMark Advisers, Inc. with Series 66 credentials and one year of industry experience. Prior to joining ValMark Advisers, he worked at Archford Capital Strategies, LLC and currently serves as a staff tax accountant at Archford Accounting in a non-advisory capacity. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, offering services through a network of advisory representatives and integrating proprietary and third-party platforms.

Anna Bertrand is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of advisory work, she is an insurance agent and also works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and retirement plan consulting. The firm delivers managed solutions primarily through platforms such as Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Donna Zoeller is a financial advisor at Smith, Moore & Co. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. from 2012 to 2017. Outside of advising, she is licensed as an insurance agent, dedicating limited time to service and sales related to insurance. 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 approximately 50 advisors managing around $2.0 billion in assets, utilizing both advisor-managed accounts and third-party manager arrangements.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013, with prior experience at the same firm and Missouri Valley Partners, Inc. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, implementing investments through strategic asset allocation using model portfolios and third-party programs.

William Anderson is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2018. 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 employs a range of investment strategies including its MindShare Small Companies program, which combines investor-sentiment and charting analysis with fundamental research.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Scott Biermann is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2017 and previously worked at First Heartland Capital. Outside of his advisory work, Biermann serves as managing member of Biermann Family Farms LLC and has been involved in nonprofit activities, including serving on the board of Friends of Kids With Cancer. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services that include asset management, financial planning, and ERISA plan advisory. The firm combines active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Eric Wood is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Huntleigh Securities Corporation since 2009. Outside of his advisory role, Wood is involved in an insurance business selling life insurance and fixed annuities and is a part owner of a real estate venture in Isle of Capri, Florida. 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, retirement-plan services, and employs a combination of fundamental, technical, charting, and quantitative methods across its strategies, including a distinctive MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

Mary Blackard is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Huntleigh Advisors since 2019, following a six-year tenure at Ameriprise Financial Services. In addition to her advisory role, she engages in fiduciary activities such as acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. 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, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program, which targets micro-, small-, and mid-cap equities using a mix of investor sentiment, charting analysis, and fundamental research.

Gregory Mullican is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He previously worked at Northwestern Mutual Investment Management for seven years and Merrill for three years. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies and offers both internally designed and third-party managed portfolios, managing the majority of client assets on a discretionary basis.

Robert Faulkner is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Huntleigh Securities Corporation since 2000. 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 mix of fundamental, technical, charting, and quantitative methods across its strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. 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 and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Steven Grigone is a CFP® professional with five years of industry experience, currently serving as an advisor at Krilogy in Saint Louis, MO. He previously worked at Parkside Financial Bank for eight years before joining Krilogy in 2020. 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.

Christopher O'Connell is a financial advisor at Huntleigh Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved in both investment advisory roles and legal practice, operating the O'Connell Law Firm as an attorney since 1996. He also serves as general counsel for K. W. Chambers & Co. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, sub-advisory services, and a specialized MindShare strategy that combines fundamental, technical, cyclical, and quantitative analysis for small- and micro-cap growth.

Curtis Shillingsford is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Tap Consulting LLC, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, 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 programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Jason Uetrecht is a CFP® professional with nine years of industry experience, currently serving at RubinBrown Advisors LLC. He has been with RubinBrown Advisors since 2016 and has worked at the affiliated accounting and tax firm RubinBrown LLP since 2012, where he is a tax partner leading client engagements and financial planning. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice while incorporating tax-aware practices and technology-driven financial planning tools.

Bridget Murphy is a financial advisor at RFG Advisory, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Paramount Mortgage for six years. Outside of advising, she is involved in a land lease business unrelated to investments. RFG Advisory serves a diverse client base including individual, high-net-worth, retirement plan, institutional, and governmental clients. The firm uses discretionary portfolio management with model strategies and third-party platforms, and acts as sub-adviser to multiple ETFs while providing access to alternative investments and retirement technology.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Waddell & Reed Inc. and Banc of America Investment Services. Outside of his advisory roles, he serves as president of the board of directors for the nonprofit Willows Way. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Brittani Schaefer is a CFP®, ChFC®, and Series 66 licensed advisor at RFG Advisory, LLC, with 12 years of industry experience. She previously worked at Edward Jones and Arete Wealth Advisors and operates Cooper Tower Wealth, an investment advisory business. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm uses discretionary portfolio management supported by multiple model strategies and offers access to alternative investments and annuity platforms.