Daniel Leritz is an advisor at Krilogy with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. He previously worked at Catapult Investment Management, LLC, where he served as President, Portfolio Manager, and Chief Compliance Officer. Krilogy serves a diverse client base including high-net-worth individuals, institutions, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, offering services such as portfolio management, financial planning, and family office support.

Brian Redders is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Private Client Services. Redders is a principal of an independent registered investment advisor, Tap Consulting LLC dba Genex Consulting, which he has been involved with since 2008. 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 programs, combining discretionary and consultative approaches tailored to client needs.

James Logsdon Jr is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include work at Trinity Wealth Advisors LLC and a longstanding ownership and consulting position at The Logsdon Group, LLC, a non-investment related business. He is also a part-time employee and officer at Blue Meteor, Inc., another non-investment related company. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, and family offices, providing portfolio management, financial planning, and specialized advisory services. The firm employs a long-term investment philosophy with tactical flexibility and offers both active and passive strategies, private alternative funds, and tax-aware SMA options for certain clients.

Michael Brown is a financial advisor at Krilogy with 17 years of industry experience and holds the Series 66 designation. He has been with Krilogy Financial since 2012 and previously worked at Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Brown serves on the board of CITIZENS NATIONAL BANK and is also a board member of the nonprofit charity Brace For Impact 46. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines long-term portfolio construction with tactical flexibility, allowing for customized strategies across active, passive, and alternative investments.

James Mc Key is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles with tailored account supervision.

Eric Meyer is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has held various roles across industries including security, pharmaceuticals, and academia, beginning his advisory career in 2026. Prior to joining Foundations, he worked at The Chamberlin Group and GardaWorld Security among other organizations. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual investors, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and offers services through a broad network of affiliated offices and advisors.

Matthew Haywood is a financial advisor at Krilogy with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Krilogy Financial since 2010. In addition to his advisory role, he is active as a licensed insurance agent engaged in non-variable insurance sales. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering portfolio management, financial planning, corporate retirement consulting, and family office services.

Shai Lin Gothreau is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, Shai Lin worked at Infinity Financials, LLC, where they provided financial coaching, budgeting, and goal setting services. They also hold a position in Business Process Management at Travelers Insurance. Core Planning is a multi-team firm offering fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Thomas Gooden is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also maintains a hybrid advisory role through LPL Financial. Outside of his advisory duties, he serves as a non-variable insurance agent with Pickett Group, Inc. 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 emphasizes tailored investment advice through advisor-led discretionary management and utilizes a combination of fundamental, quantitative, and qualitative analysis supported by a multi-brand operating model and technology platforms.

Gregory Shoemaker is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and having 32 years of industry experience. He has worked at Cornerstone Wealth Management since 2012 and previously spent six years at Edward Jones and over two decades associated with LPL Financial. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and employs a comprehensive investment approach combining fundamental, quantitative, and qualitative analyses with regular portfolio reviews.

Jacqueline Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. She previously worked at Cutter & Company, Inc. for 14 years and Greater Image for 13 years. She holds the Series 66 designation. Prospera Financial Services is a multi-team advisory firm with over 270 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 platforms and programs.

J. Kerckhoff Jr. is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2010. Since 2017, he has also served on the Investment Committee and, starting in 2020, on the Board of Managers of BrightPlan, LLC, an affiliated SEC-registered investment adviser. 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 guided by documented Investment Policy Statements, offering discretionary and non-discretionary management across various asset classes.

Kyle Goepel is a financial advisor at Krilogy with 19 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with customized solutions such as tax-aware SMAs and private alternative funds.

Timothy Head is a financial advisor at First Heartland Consultants, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and through his own CPA firm, Timothy L. Head, CPA. He is also the owner of a CPA firm and has experience marketing fixed insurance products as an insurance agent. 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, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Daniel Schlef is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Schlef has worked at Century Securities Associates, Inc. since 2004 and is currently affiliated with both Cape Investment Advisory and American Global Wealth Management. Outside of his advisory roles, he is an agent with Financial Independence Group, where he is involved in the sales of insurance and fixed annuities. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors serving about 1,624 clients and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis along with third-party asset managers.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms. Financial & Tax Architects provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning preparation tools.

Leo Haas is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 17 years of industry experience. He has been with Plancorp since 2008, during which time the firm operated as Plancorp, Inc. Plancorp serves high-net-worth 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’s investment approach is based on Modern Portfolio Theory and detailed Investment Policy Statements, with a focus on diversified asset allocation and tax-aware portfolio management.

Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice based on client goals.

Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. 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, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.