Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.

Megan Breuer is a CFP® professional at Krilogy with one year of industry experience. Her prior roles include positions at Wells Fargo Clearing, Moneta, and CIBC Bank USA, where she worked for 15 years. 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, committee-driven investment approach with active and passive strategies, customized portfolios, and advanced operational tools such as AI-enabled meeting transcription.

Joseph Thaman is a financial advisor at Mutual Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vertical Financial, Resources Investment Advisors, and The Capital Group, LLC. Outside of advising, he is active with the Affton Athletic Association and operates as an independent insurance agent specializing in Medicare and group insurance. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of discretionary and non-discretionary asset management using both active and passive strategies, supported by multiple analytical approaches and third-party tools to tailor portfolios to client objectives.

Joseph Weinbauer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Berthel Fisher & Company since 2010 and serves as Managing Principal of Weinbauer Financial Group. Outside of his advisory role, he is active in the St. Louis community, serving as Treasurer for the St. Louis Junior Invitational, President of the Hill Business Association, and a Board Director at Norwood Hills Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Mason Cochran is a Series 65-licensed financial advisor at Krilogy with one year of industry experience. Prior to joining Krilogy, he held positions at Missouri National Education Association and Aldi, among others. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with flexible strategies and offers a range of services such as portfolio management, financial planning, and sub-advisory model licensing.

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.

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.

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

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.

Madyson Tracy is a Series 66-licensed financial advisor at BFC PLANNING, Inc. in Manchester, MO, with nine years of industry experience. She has worked at firms including Cetera Wealth Services, Securian Financial Services, and Renaissance Financial. Tracy also has roles related to fixed insurance product sales and securities advisory through Renaissance Financial. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent adviser representatives using various program structures and investment strategies.

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.

Leslie Garrison is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. Prior to joining Cornerstone, Leslie worked at Buckingham Strategic Wealth from 2015 to 2018. Leslie has been associated with LPL Financial and Cornerstone Wealth Management since 2018. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led management and LPL-sponsored programs to tailor investment advice to client goals.

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.