John Russo is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. Russo is a board member of The Illinois Autism Development Center, a nonprofit organization providing education programs for autistic children and adults. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm primarily implements strategic asset allocation through model portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary advice, and incorporates tax-aware practices and technology tools in its services.

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.

Brian Hoeltge is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with RubinBrown Advisors since 2021. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm employs strategic asset allocation primarily through model portfolios and offers both discretionary and non-discretionary advice, incorporating tax-aware practices and technology-driven solutions.

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.

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. 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 various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Deborah Edwards is a CFP® professional with 22 years of experience in financial advisory. She is currently with Arax Advisory Partners and previously worked at Summit X, LLC, and Equitable Advisors. She is also active as a life insurance agent with Ash Brokerage. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach, using a mix of in-house teams, external managers, and both traditional and alternative investments, supported by AI tools and third-party analytics.

Peter Lazaroff is a CFP®, CFA®, and Series 65 credentialed financial advisor with 19 years of industry experience. He is currently affiliated with Plancorp, LLC and has previously worked at Acropolis Investment Management and BrightPlan LLC, where he served as Chief Investment Officer and member of the Investment Committee. Lazaroff also manages his education-related activities, including writing and presentations, through his entity Lazaroff LLC. Plancorp, LLC 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 and documented Investment Policy Statements, with discretionary and non-discretionary management across multiple asset classes and 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.

Thomas Sontag is a financial advisor at Cornerstone Wealth Management, LLC with 40 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2012. Outside of his advisory role, he is involved with Lumber Logs LLC, a business that hauls logs and retails lumber. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles and delivers advice through multiple LPL-sponsored advisory programs.

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 17 years of industry experience and holds the Series 66 designation. He has been with Krilogy Financial since 2012 and previously worked at Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Brown serves on the board of CITIZENS NATIONAL BANK and is also a board member of the nonprofit charity Brace For Impact 46. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines long-term portfolio construction with tactical flexibility, allowing for customized strategies across active, passive, and alternative investments.

Dale Kleekamp is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at K. W. Chambers & Co. since 1994. Outside of advisory services, he has been involved in insurance sales with various companies since 1993. 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 strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Donald Esstman is a financial advisor with RubinBrown Advisors LLC based in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with RubinBrown and its related entities since 1989, including over 26 years at RubinBrown Advisors and RubinBrown Brokerage Services. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and technology tools in its financial planning process.

Matthew Hartman is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with RubinBrown Brokerage Services, LLC and RubinBrown Advisors since 2007. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach primarily through model portfolios of mutual funds and ETFs.

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.

Mary Castellano is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO. She holds a Series 65 designation and has nine years of industry experience, all with RubinBrown Advisors. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses model portfolios of mutual funds and ETFs with a mix of discretionary and predominantly non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning process.

Andrew Rich is a CFA® charterholder with 21 years of industry experience. He has been with Huntleigh Advisors, Inc. since 2016. 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 strategy, sub-advisory services, and ERISA plan advisory services. Their investment approach combines fundamental, technical, cyclical, and quantitative analysis with model portfolios reviewed quarterly and customized management options.

J. Kerckhoff Jr. is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2010. Since 2017, he has also served on the Investment Committee and, starting in 2020, on the Board of Managers of BrightPlan, LLC, an affiliated SEC-registered investment adviser. 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 guided by documented Investment Policy Statements, offering discretionary and non-discretionary management across various asset classes.

Kyle Goepel is a financial advisor at Krilogy with 19 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with customized solutions such as tax-aware SMAs and private alternative funds.