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. based in St. Louis, MO. He holds the Series 66 designation and has been in the industry since 2026. In addition to his advisory role, he works as a staff tax accountant at Archford Accounting in a non-investment-related capacity. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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.

Steven Stryker is a financial advisor at UMB Financial Services, Inc. He holds a Series 66 designation and has been with UMB Financial Services since 2021, following experience at UMB Bank and previously at Mike Shannan's Grill. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account options and integrates bank-affiliated fixed-income practices with both discretionary and non-discretionary investment strategies.

Steven Jones is a CFP® and CFA® with 20 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2013. Based in St. Louis, MO, he holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers investment implementation through strategic asset allocation and model portfolios overseen by an Investment Committee.

Joseph Curtis is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Summit Wealth Strategies and BMO Harris Financial Advisors. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, using a combination of internal management and third-party models to implement client objectives.

Eric Horn is a CFP® with 10 years of industry experience and is currently associated with Belpointe Asset Management LLC. He has worked at Fruition Financial since 2013 and has been with Belpointe since 2023. Outside of his advisory role, Eric serves as treasurer for the St. Louis Men's Baseball League and is a manager/member of Goats Athletic Performance LLC, both nonprofit organizations. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios that combine internal management with third-party managers tailored to client objectives and risk tolerance.

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.

Kori Hemmann is a CFP® professional with eight years of experience at Plancorp, LLC and three years in the financial industry. Prior to joining Plancorp, Hemmann worked for ten years at R&W Builder's Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management.

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.

Brian Riggs is a CFP® professional with nine years of industry experience, currently serving at Plancorp, LLC. His prior roles include positions at Moneta Group Investment Advisors, The Colony Group, Buckingham Strategic Wealth, Fyra Capital Management, Calton & Associates, and Wamhoff Financial Planning. Plancorp serves individuals—including high-net-worth clients—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 employs an investment approach grounded in Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Pamela Zell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2024. She previously worked at Crown Capital Securities for 20 years. Zell is a member of the finance committee for the Mitrata Nepal Foundation for Children, a nonprofit supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting services. The firm utilizes customized portfolios with a range of investment strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Steven Aul is a financial advisor with Impact Partnership Wealth, LLC, holding a ChFC® designation and Series 66 license, and has 16 years of industry experience. His career includes roles at Aul Financial Group, LLC, Retirement Wealth Advisors Inc., and Akers & Aul LLC. Outside of his advisory work, he is involved in educational presentations through the American Retirement Institute and facilitates client access to estate planning document services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, financial planning, and retirement plan services, utilizing a range of strategies and third-party platforms to support its investment approach.

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.

Charles Eller is a financial advisor at Cornerstone Wealth Management, LLC in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2015. He is also associated with Eller Wealth Strategies, a home-based business entity established 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 utilizes a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

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.

Douglas Nachman is a financial advisor with Smith, Moore & Co. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Smith, Moore & Co. since 1989. Outside of his advisory role, he participates as an analyst on a Thoroughbred Racehorse Radio Show and is also a Thoroughbred racehorse owner. 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 both advisor-managed accounts and third-party manager arrangements, utilizing a variety of investment vehicles and analytical methods.

Meaghan Faerber is a financial advisor at Plancorp, LLC with CFP® and PFS™ designations and six years of industry experience. Prior to joining Plancorp in 2020, she worked at Burds & Kuntz for three years and PwC for seven years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive 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 documented Investment Policy Statements, offering both discretionary and non-discretionary management along with third-party manager due diligence and tax-aware portfolio strategies.

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.