Carlton Dick is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. He is also licensed as a life insurance agent with Ash Brokerage/PKS Financial. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies including both traditional and alternative investments, supported by in-house portfolio teams and third-party managers.

Christopher Miller is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning since 2024. His previous roles include positions at Facet Wealth, Charles Schwab, and Keller Williams. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is customized to client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Summit Wealth Strategies, and Summit X. He serves as secretary on the board of Summit Bancshares, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments managed by in-house teams and external managers.

Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. 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, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Samuel Streb is a CFP® and ChFC® accredited financial advisor with five years of industry experience. He is currently with Krilogy and has previously worked at Northwestern Mutual and several other firms. Outside of finance, he has experience working in the hospitality and residential construction industries. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with a combination of active and passive strategies, and provides a range of services from portfolio management to family office support.

Mark Kukielski is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. He holds a Series 65 credential and has worked previously at American Income Life. Kukielski is also an insurance agent involved with FTA Insurance Services, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs and individual securities, offers retirement-plan consulting, and operates a sub-advisory business serving other advisory firms.

Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Waddell & Reed and Ameriprise prior to joining RFG Advisory in 2017. Outside of his advisory role, he serves as the boys athletic director for Celtic Athletic Ministry, managing policies and facilities for sports programs. RFG Advisory delivers investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach with a range of model portfolios and third-party platforms, and it serves as sub-adviser to multiple ETFs while providing access to alternative investments and annuities.

Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked with Northwestern Mutual and Anheuser Busch. Outside of his advisory role, he conducts seminars through the American Financial Education Alliance aimed at reducing financial illiteracy. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a variety of analytical approaches and utilizing model portfolios and third-party sub-advisers.

Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.

Guy Penn is a financial advisor at Core Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rush Penn LLC from 2015 to 2018. Penn has been with Core Planning since 2010. Core Planning provides fee-only financial planning, wealth management, and portfolio management services to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Amie Sheputis is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Private Client Services. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs primarily discretionary investment management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple exchange-traded funds.

William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.

Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

Andrea Levinson is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2022. Prior to this role, she was not employed in the financial sector for ten years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by long-term commercial and academic data to construct diversified portfolios emphasizing tax efficiency and low turnover.