William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Jacqueline Saleeby is a Series 66-registered financial advisor with Prospera Financial Services, Inc., based in St. Louis, MO, with four years of industry experience. She has worked at Prospera since 2025 and also operates Saleeby and Associates. Outside of financial advising, she is a partner at DRDJ, LLC, a business that buys and sells antiques and collectibles. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning and portfolio management through various advisory programs and platforms, supporting both discretionary and non-discretionary account management.

Charles Schulz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Krilogy Financial LLC since 2013. He holds a Series 65 license and is based in St. Louis, MO. Schulz may receive referral fees for directing clients to group health insurance products through the Cornerstone Group. Krilogy Financial LLC serves individuals, families—including high- and ultra-high-net-worth clients—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, and family office services.

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

Jeffrey Patterson is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cutter And Company, Securities America Advisors, Inc., Bolton Securities Corporation, and Stifel. Outside of his advisory work, he is a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro-bono role connected to a local martial arts school. Prospera Financial Services 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Colin Schlitt is a financial advisor at Krilogy with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stifel and Wells Fargo Clearing Services. Outside of finance, he was involved with Simply Swirled from 2015 to 2019. 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 guided by an internal committee, offering portfolio management, financial planning, and specialized services such as family office support and separately managed account licensing.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

John Virant Jr. is a financial advisor at Krilogy with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eidelman Virant Capital, HM Capital Management, Wells Fargo Clearing, and Prudential Equity Group. He is also involved in portfolio management and due diligence as a portfolio manager and general partner at Eidelman Virant Capital, which manages PineTree Partners, L.P. 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 philosophy guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and sub-advisory solutions.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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. The firm utilizes a multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

John Mcclelland is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2017 and previously worked at Duncker, Streett & Co, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs.

Zachary Unnerstall is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, he worked at Meyer Landscaping and the Franklin County Country Club. Krilogy Financial LLC serves individuals and families, 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.

Melissa Busso is a financial advisor at Western Wealth Management LLC with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Western Wealth Management, she worked at Jumet Financial for nine years. Western Wealth Management serves a diverse clientele including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm provides a range of services such as portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives.

Gordon Haave is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Financial & Tax Architects, LLC since 2016 and has held roles at Agora Trust Ltd. since 2013. Haave is also involved as a managing director at Agora Trust Ltd. and holds indirect ownership interests in media and compliance support companies. Financial & Tax Architects provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Jacob Summerville is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Sequent Planning, he held roles at St. Louis Insurance Group, Fieldhouse & Willie's, and several educational institutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent investment adviser representatives and emphasizes a structured risk framework with diversified manager exposure and tax-aware strategies.

Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Deborah Edwards is a CFP® professional with 22 years of experience in financial advisory. She is currently with Arax Advisory Partners and previously worked at Summit X, LLC, and Equitable Advisors. She is also active as a life insurance agent with Ash Brokerage. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach, using a mix of in-house teams, external managers, and both traditional and alternative investments, supported by AI tools and third-party analytics.

Peter Lazaroff is a CFP®, CFA®, and Series 65 credentialed financial advisor with 19 years of industry experience. He is currently affiliated with Plancorp, LLC and has previously worked at Acropolis Investment Management and BrightPlan LLC, where he served as Chief Investment Officer and member of the Investment Committee. Lazaroff also manages his education-related activities, including writing and presentations, through his entity Lazaroff LLC. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management across multiple asset classes and an emphasis on fiduciary practices and tax-aware strategies.