John Virant Jr. is a financial advisor at Krilogy with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eidelman Virant Capital, HM Capital Management, Wells Fargo Clearing, and Prudential Equity Group. He is also involved in portfolio management and due diligence as a portfolio manager and general partner at Eidelman Virant Capital, which manages PineTree Partners, L.P. 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 guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and sub-advisory solutions.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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 multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

John Mcclelland is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2017 and previously worked at Duncker, Streett & Co, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs.

Zachary Unnerstall is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, he worked at Meyer Landscaping and the Franklin County Country Club. Krilogy Financial LLC serves individuals and families, 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.

Gordon Haave is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Financial & Tax Architects, LLC since 2016 and has held roles at Agora Trust Ltd. since 2013. Haave is also involved as a managing director at Agora Trust Ltd. and holds indirect ownership interests in media and compliance support companies. Financial & Tax Architects provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Jacob Summerville is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Sequent Planning, he held roles at St. Louis Insurance Group, Fieldhouse & Willie's, and several educational institutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent investment adviser representatives and emphasizes a structured risk framework with diversified manager exposure and tax-aware strategies.

Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Deborah Edwards is a CFP® professional at Arax Advisory Partners with 22 years of industry experience. She previously worked at Summit X, LLC for nine years before joining Arax Advisory Partners. In addition to her advisory role, Edwards is an insurance agent affiliated with Ash Brokerage. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Peter Lazaroff is a CFP®, CFA®, and Series 65 credentialed advisor at Plancorp, LLC with 18 years of industry experience. He has held roles at Plancorp since 2015 and serves as Chief Investment Officer and a member of the Investment Committee at BrightPlan, LLC. Lazaroff also runs Lazaroff LLC, an entity for his education-related activities including writing and presentations. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by providing 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, offering discretionary and non-discretionary management across multiple asset classes with an emphasis on fiduciary practices and tax-aware strategies.

Daniel Leritz is an advisor at Krilogy with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. He previously worked at Catapult Investment Management, LLC, where he served as President, Portfolio Manager, and Chief Compliance Officer. Krilogy serves a diverse client base including high-net-worth individuals, institutions, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, offering services such as portfolio management, financial planning, and family office support.

Brian Redders is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Private Client Services. Redders is a principal of an independent registered investment advisor, Tap Consulting LLC dba Genex Consulting, which he has been involved with since 2008. 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 programs, combining discretionary and consultative approaches tailored to client needs.

James Logsdon Jr is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include work at Trinity Wealth Advisors LLC and a longstanding ownership and consulting position at The Logsdon Group, LLC, a non-investment related business. He is also a part-time employee and officer at Blue Meteor, Inc., another non-investment related company. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, and family offices, providing portfolio management, financial planning, and specialized advisory services. The firm employs a long-term investment philosophy with tactical flexibility and offers both active and passive strategies, private alternative funds, and tax-aware SMA options for certain clients.

Michael Brown is a financial advisor at Krilogy with 16 years of industry experience. He holds a Series 66 designation and has been with Krilogy Financial since 2012. Brown serves as a board member of Citizens National Bank and is also on the board of the nonprofit charity Brace For Impact 46. Krilogy Financial LLC serves individuals and families, 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 services including portfolio management, financial planning, and family office services.

James Mc Key is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles with tailored account supervision.

Matthew Haywood is a financial advisor at Krilogy with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Krilogy Financial since 2010. In addition to his advisory role, he is active as a licensed insurance agent engaged in non-variable insurance sales. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering portfolio management, financial planning, corporate retirement consulting, and family office services.

Shai Lin Gothreau is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, Shai Lin worked at Infinity Financials, LLC, where they provided financial coaching, budgeting, and goal setting services. They also hold a position in Business Process Management at Travelers Insurance. Core Planning is a multi-team firm offering fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Thomas Gooden is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also maintains a hybrid advisory role through LPL Financial. Outside of his advisory duties, he serves as a non-variable insurance agent with Pickett Group, Inc. 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 emphasizes tailored investment advice through advisor-led discretionary management and utilizes a combination of fundamental, quantitative, and qualitative analysis supported by a multi-brand operating model and technology platforms.

Gregory Shoemaker is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cornerstone since 2012 and was previously with LPL Financial and Edward Jones. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets across a wide range of investment strategies, emphasizing tailored account supervision and utilizing fundamental, quantitative, and qualitative analysis.