David Smith is a financial advisor with Wealth Management Nebraska LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Smith Patrick LLC and Swink, Smith, Coplen & Company, P.C. He is also a partner at Smith Patrick PC, an accounting firm where he provides tax and management services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Thomas Reis is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Larson Financial Securities, LLC, Four Seasons Distributors, and 1st Phorm International. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, supported by AI-assisted tools alongside human oversight.

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers 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 investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

John Wehmer is a CFP® credentialed advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2016 and is also associated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages nearly $5 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis across various investment vehicles, providing tailored account supervision and periodic rebalancing.

Kurt Palos is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Saxony Securities Inc. since 2012. Palos serves as a board member of St. Agnes School, a nonprofit Catholic school in Missouri. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs various investment approaches including charting, fundamental, technical, and cyclical analysis.

Robert Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Huntleigh Advisors since 2004 and is also the majority owner and CEO of K. W. Chambers & Co. Outside of his advisory roles, Chambers serves as chairman of the St. Louis County Board of Elections. Huntleigh Advisors, Inc. is an SEC-registered investment advisor providing discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.

Edward Barfield is a ChFC® credentialed financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. His career includes roles at Veritas Advisors LLC, Geneos Wealth Management Inc, and Summit Financial Group. He is also a partner in Barfield and Brugnara, LLC, which involves fixed and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

Justin Barwick is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Virtue Capital Management since 2016 and previously worked at Redhawk Wealth Advisors and Anixter. Outside of his advisory role, he is involved with Barwick Consulting Services, focusing on life and health insurance. Virtue Capital Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and quantitative strategies tailored to clients’ objectives and risk tolerances, offering portfolio management, financial planning, third-party manager due diligence, and educational services.

Robert Blattel is a CFP® with 35 years of industry experience. He is currently an advisor at Prospera Financial Services, Inc., having previously worked for Cutter & Company, Inc. for 35 years. Outside of his advisory work, he is involved with the International Brotherhood of Magicians, serving on their investment committee. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a range of clients, including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.

Jayme Thaller is a financial advisor at Krilogy in St. Louis, MO, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including OneAmerica Securities, Voya, Nordstrom, and Lockton Investment Advisors. 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 approach supported by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office solutions.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

George Walker Jr. is a CFP® with 44 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He maintains a dual affiliation with LPL Financial and holds Series 63 and Series 66 licenses. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm combines advisor-led discretionary management with various LPL-sponsored programs and integrates multiple portfolio management approaches tailored to client goals.

Joshua Packman is a financial advisor with Copper Financial in St. Louis, Missouri, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as Cuna Mutual Group. Outside of his advisory role, he is involved as a member in real estate investment entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm works with both individual and institutional clients, including trusts and foundations, providing ongoing advisory services and one-time financial plans.

Terrance Webster is a financial advisor at Saxony Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Patrick Capital Markets, Edward Jones, TD Ameritrade, and Webster University. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment strategies, including charting, fundamental, technical, and cyclical analysis.

Miranda Hagar is a CFP® and Series 65 credentialed financial advisor at Acropolis Investment Management with four years of industry experience. Before joining Acropolis in 2022, she held roles at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she previously worked with Sumits Yoga for two years and has experience with Dale Carnegie Training and the University of Missouri. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios and maintains a distinct retirement practice focused on union workplaces, managing over $2.6 billion in discretionary assets.

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. 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, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.