Michelle Robertson is a financial advisor at Huntleigh Advisors, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Huntleigh Securities Corporation since 1998. 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, sub-advisory arrangements, and third-party manager solicitation. The firm employs a variety of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program that targets micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.

Corey Breneman is a financial advisor at Wealth Management with over 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management since 2006. In addition to his advisory role, Breneman is president and owner of an accounting firm providing personal and corporate tax and accounting services. He also serves as treasurer for a nonprofit church and is involved with multiple charitable organizations. Wealth Management offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in client assets and employs a passive investment approach focused on no-load mutual funds, ETFs, and model allocation portfolios with a long-term, buy-and-hold strategy.

Ryan Powers is a CFP® with 16 years of industry experience currently serving at Krilogy Financial since 2020. Prior to joining Krilogy, he worked at Paradigm Financial Advisors, LLC for nine years. 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.

Benjamin Westerman is a CFP®, PFS™, and holds a Series 65 license with 11 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at Resources Investment Advisors, LLC and HM Capital Management. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that incorporate mutual funds, ETFs, and both active and passive management, supported by an Investment Committee.

Paul Larson is a CFP® with 24 years of industry experience. He is the principal advisor at Larson Capital Management, LLC, where he has worked since 2013. Larson also serves as CEO and partner of Larson Financial Holdings, a network of affiliated companies spanning financial services and other business ventures. He holds board positions with nonprofit organizations and owns a restaurant business. Larson Capital Management, LLC is a real-estate-focused private equity adviser managing approximately $987.5 million in discretionary assets as of the end of 2024. The firm primarily serves institutional and high-net-worth investors, investing in institutional-grade office and industrial properties as well as vacation, multifamily, development, oil and gas, and mezzanine debt opportunities.

Andrew Ishmael is a CFP® professional with 19 years of industry experience, currently serving at Summit Financial, LLC since 2024. His prior roles include a decade at Edward Jones and recent positions at Private Client Services and Tap Consulting LLC. Outside of his advisory work, he leads men's leadership development training through F3. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Daniel Upchurch is a financial advisor at Van Clemens Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Financial & Tax Architects, LLC and Yates Group. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of investment methods, including modern portfolio theory and third-party managers, alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Nicholas Withington is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, employing a combination of analytical methods and third-party managers to implement client portfolios.

Matthew Schellman is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2013. Outside of his advisory role, he operates The Schellman Group, LLC, a business entity for tax and investment purposes. 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, utilizing a combination of in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Trevor Davis is a financial advisor at Cornerstone Wealth Management, LLC in Columbia, Illinois, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial and Synergy Wealth Solutions, as well as earlier positions in education and construction. Outside of advising, he is involved in coaching at Gibault Catholic High School. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through a combination of advisor-led discretionary management and LPL-sponsored programs, utilizing a multi-brand approach supported by technology to manage a high client load.

Jacob Hemphill is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Summit Financial since 2024 and previously with Private Client Services and Tap Consulting LLC. Outside of advising, Mr. Hemphill is involved in fixed insurance sales through various carriers. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and 216 advisors serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services tailored to client preferences.

Christine Wedell is a CFP® professional with 20 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and has held prior roles at Saxony Capital Management and LPL Financial. Wedell also operates Volare Wealth Advisors as a DBA under RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing both active and passive investment strategies along with alternative investments and annuity management.

Quintin Hogrefe is a financial advisor with Summit Financial, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Private Client Services and LPL Financial. Outside of his advisory work, he serves as a volunteer board member for the Gateway Huskers University of Nebraska alumni group and is Vice President of the Heron Bay Condo Owners Association board. 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 services, combining discretionary and consultative approaches to meet diverse client needs.

Brian Watson is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Plancorp, LLC since 2020 and previously spent two years at Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm follows a Modern Portfolio Theory–based investment approach, offers discretionary and non-discretionary management, and provides tax-aware portfolio reviews and in-house tax preparation.

James Quicksilver is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 designations with 38 years of industry experience. He has been with Huntleigh Securities Corporation since 2012. Outside of his advisory role, he is a 50% partner in a bar and restaurant business in St. Louis, where he contributes approximately 20 hours per week. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm utilizes a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

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.

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.