Devin Ploesser is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Plancorp, LLC and has prior experience with Wells Fargo Clearing Services and U.S. Bancorp Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and incorporates documented Investment Policy Statements, offering both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

David Sentnor is a Certified Financial Planner® (CFP®) with 28 years of experience in the financial services industry. He has been with Mutual Advisors, LLC since 2018 and previously worked at First Heartland Capital Inc for 16 years. Outside of his advisory role, he serves as a finance committee member for the City of Creve Coeur, reviewing financial reports and participating in the city’s annual budget process. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services with portfolios that blend passive and active strategies tailored to client objectives.

Kara Brockmeier is a CFP® with 15 years of industry experience, currently serving at NWF Advisory Services. Her prior experience includes roles at Pathmark Wealth Advisors, OSAIC Wealth Inc., Royal Alliance Associates, and Premier Financial Partners. She volunteers as a financial coach with United Way, providing budgeting and financial planning guidance to low-income families. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, serving primarily individual and high-net-worth clients. The firm offers diversified portfolio management and financial planning services via a technology-driven platform that incorporates risk tolerance and asset allocation tools.

Devon Flushing is a financial advisor with Krilogy in St. Louis, MO, holding a Series 65 designation and three years of industry experience. Prior to joining Krilogy, he worked at Aperture Financial, Guide My Finances, EMoney Advisor, and PracticeCFO Investments. Krilogy serves a diverse client base including high-net-worth households, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office services.

Scott Blattel is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prospera since 2025, alongside running Blattel and Associates since 2000. Outside of advising, he is involved in offering term insurance products through Blattel and Associates. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. 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 and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. 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 small- and micro-cap investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.

Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, using fundamental and technical analysis to guide investment decisions.

Michael Ott is a financial advisor with Arax Advisory Partners in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. Prior to joining Arax Advisory Partners in 2025, he worked at Summit X, LLC for nine years. Outside of his advisory role, Ott owns Legacy Performance Academy, a baseball training business, and is involved with Legacy Performance Zone, a land holding company. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement consulting. Arax distinguishes itself with performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Brendan Kelly is a CFP® professional with three years of industry experience, currently serving at Foundations Investment Advisors LLC. He previously worked at C2P Capital Advisory Group, LLC and maintains an ongoing investment advisory role through The Chamberlin Group. Outside of his advisory work, he coaches high school hockey on a part-time basis. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients across nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and a range of investment products.

Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.

Craig Freebersyser is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., having joined the firm in 2025 after 11 years at Cutter & Company, Inc. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Jacob Steingrubey is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Krilogy Financial, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a rental property through Steingrubey Properties, LLC. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. 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, ERISA retirement-plan services, and a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.

Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.

Corey Gragg is a CFP® professional with 11 years of experience in financial advising. He is currently with AlphaCore Capital LLC and previously worked at Elk River Wealth Management, LLC and American Century Investment Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm focuses on comprehensive wealth planning and investment management, incorporating both traditional and alternative strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Keith Klusmeyer is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at RFG Advisory Group since 2014 and previously at LPL Financial from 2010 to 2018. Klusmeyer is also the owner of Educator Retirement Solutions, where he teaches Missouri public school educators about their pension system and pension options. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Miranda Fick is a financial advisor at Krilogy with a Series 65 designation. She has held various roles since 2017, including positions at MAI Capital Management, Firebirds LLC, and New York Life Insurance Company. Her background also includes experience in education and lending prior to joining Krilogy. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of portfolio management and planning services with active and passive strategies tailored to client needs.