Heidi Provost is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Ricken Financial LLC since 2014, where she serves as president and oversees retirement planning, life insurance and annuity sales, as well as tax preparation and planning. At Ricken Financial, she manages a team during tax season and performs client tax returns and planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisors. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Bryan Barts is a CFP® with 13 years of industry experience. He is currently with Plancorp, LLC and has previously worked at firms including Modern Dollar Planning, Cetera Investment Services, and Enterprise Bank & Trust. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach follows Modern Portfolio Theory and incorporates documented Investment Policy Statements, tax-aware actions, and the use of independent third-party advisers when appropriate.

Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acropolis since 2015. 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 low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

Patrick Britt is a CFP® professional with 11 years of industry experience. He has worked at Krilogy Financial since 2025 and previously spent seven years at Clayton Financial Group, LLC, and five years at Moneta Group LLC. Britt 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 offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Robert Plack is a financial advisor at Smith, Moore & Co. with 38 years of industry experience. He has been with Smith, Moore & Co. since 1987. He holds 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 uses both advisor-managed accounts and third-party manager arrangements and employs a combination of fundamental and technical analysis in its investment approach.

Hugh Hendrix is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2019. His prior experience includes more than two decades at Fidelity Brokerage Services, Inc., followed by roles at Fidelity Personal and Workplace Advisors and Mutual Securities, Inc. Outside of financial advising, he is involved in farming through Boland Place Farms, LLC, and operates as an independent insurance agent; he also works as a delivery driver for multiple services. 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 plan participants, offering a range of services including asset management and ERISA plan consulting, with portfolios that combine passive and active strategies tailored to client objectives.

Morris Shank is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with IFG Advisory since 2017 and has prior experience at LPL Financial and Integrated Financial Group. Shank operates a wealth management business focused on non-variable insurance products including life, disability, long-term care, and fixed annuities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Stephen Wedel is a CFP® professional with 42 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has held roles at Four Seasons Wealth Management and LPL Financial, LLC during his career. Wedel serves on the board of the Naples Ailing and Yacht Club, where he is co-chair of long-range planning. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a blend of active and passive strategies alongside tax-aware approaches and unified managed accounts.

Robert Tock is a financial advisor at Huntleigh Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes more than three decades at K. W. Chambers & Co. and roles at Moog Inc. and Stauder Technologies. 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, ERISA retirement-plan services, and sub-advisory arrangements, employing a combination of fundamental, technical, charting, and quantitative methods across its strategies.

William Greene is a financial advisor at Mutual Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Fidelity Brokerage Services, Inc. for over three decades. Outside of his advisory role, he is active as a musician, performing as a drummer and singer in a musical group. 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 a range of services including asset management, financial consulting, and ERISA plan advisory, using a combination of passive and active investment strategies tailored to client objectives.

Andrew Bouquet is a CFP® professional with eight years of industry experience, currently serving as an advisor at Krilogy Financial. Prior to joining Krilogy, he worked at Moneta Group Investment Advisors LLC for seven years and has operated his own legal practice, Bouquet Law Group, LLC, since 2015. His outside business activity includes managing this legal practice, where he is an attorney and owner. 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 offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, with an investment approach that combines quantitative, qualitative, and fundamental analysis implemented through advisor-led risk profiling and model portfolios.

Michael Rowan is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri. He holds a Series 66 designation and has 19 years of industry experience, having been with Huntleigh Advisors since 2007. Outside of his advisory role, Rowan is involved in several non-securities business activities, including managing and owning interests in real estate ventures and a cattle ranch. 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, retirement-plan services, and sub-advisory arrangements. The firm offers customized portfolio management and a specialized MindShare Small Companies program that integrates investor-sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Deborah Maret is a financial advisor at RubinBrown Advisors LLC with 23 years of industry experience. She holds a Series 65 credential and has worked at RubinBrown Advisors since 2017, following a two-year tenure at BDO Wealth Advisors, LLC. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and uses strategic asset allocation through model portfolios, tax-aware practices, and third-party technology to support its service offerings.

Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

James Fendrick is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding a Series 66 designation with 13 years of industry experience. Prior to joining Huntleigh Advisors in 2026, he worked at Edward Jones for 14 years. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to a diverse client base including individuals, high-net-worth, charitable, trust, and business clients. The firm offers both model portfolio programs and customized management, including its MindShare Small Companies program, which targets micro-, small-, and mid-cap equities using a combination of investor-sentiment/charting analysis and fundamental research.

Chad Hemphill is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including LPL Financial and Panoptic Wealth Advocates. Outside of his advisory work, he is involved in a tax consulting business and a real estate development company. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services, and provides financial planning, retirement plan advisory, and access to alternative investments.

Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.

David Brandon is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brookstone Wealth Advisor and Aul Financial Group, LLC. Outside of his advisory role, he is involved with Aul Insurance Group, LLC, assisting advisors with client support and insurance quote requests. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform supported by a third-party services provider.