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 Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

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.

Scott Blattel is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prospera since 2025, alongside running Blattel and Associates since 2000. Outside of advising, he is involved in offering term insurance products through Blattel and Associates. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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.

William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a specialized small- and micro-cap investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.

Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, using fundamental and technical analysis to guide investment decisions.

Michael Ott is a financial advisor with Arax Advisory Partners in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. Prior to joining Arax Advisory Partners in 2025, he worked at Summit X, LLC for nine years. Outside of his advisory role, Ott owns Legacy Performance Academy, a baseball training business, and is involved with Legacy Performance Zone, a land holding company. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement consulting. Arax distinguishes itself with performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Brendan Kelly is a CFP® professional with three years of industry experience, currently serving at Foundations Investment Advisors LLC. He previously worked at C2P Capital Advisory Group, LLC and maintains an ongoing investment advisory role through The Chamberlin Group. Outside of his advisory work, he coaches high school hockey on a part-time basis. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients across nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and a range of investment products.

Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.

Ryan Turnquist is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Vantage Point Financial and Wells Fargo. Outside of his advisory role, Turnquist coaches youth lacrosse as head coach for Project Missouri Lacrosse. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.