Michael Brown is a financial advisor at Krilogy with 16 years of industry experience. He holds a Series 66 designation and has been with Krilogy Financial since 2012. Brown serves as a board member of Citizens National Bank and is also on the board of the nonprofit charity Brace For Impact 46. Krilogy Financial LLC serves individuals and families, 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.

Dale Kleekamp is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at K. W. Chambers & Co. since 1994. Outside of advisory services, he has been involved in insurance sales with various companies since 1993. 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 strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Donald Esstman is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with RubinBrown in various capacities since 1989. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and incorporates tax-aware practices and technology tools, managing approximately $3.86 billion in client assets.

Matthew Hartman is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with RubinBrown Brokerage Services, LLC and RubinBrown Advisors since 2007. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach primarily through model portfolios of mutual funds and ETFs.

Matthew Haywood is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Krilogy Financial and Kansas City Life Insurance Company since 2010. Haywood is also active as an insurance agent for various companies, engaging in non-variable insurance sales. 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 with model portfolios adjusted tactically by an internal Investment Committee, offering both active and passive strategies along with specialized solutions such as customized bond ladders and tax-aware equity separately managed accounts.

Mary Castellano is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO. She holds a Series 65 designation and has nine years of industry experience, all with RubinBrown Advisors. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses model portfolios of mutual funds and ETFs with a mix of discretionary and predominantly non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning process.

Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Andrew Rich is a CFA® charterholder with 21 years of industry experience. He has been with Huntleigh Advisors, Inc. since 2016. 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 strategy, sub-advisory services, and ERISA plan advisory services. Their investment approach combines fundamental, technical, cyclical, and quantitative analysis with model portfolios reviewed quarterly and customized management options.

John Martin is a Series 65-licensed financial advisor at Visionary Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Dynamic Investment Strategies and Apex Oil Company, as well as six years at the law firm Lewis Rice. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

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 18 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade since 2011. 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, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

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.

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.

Nicholas Luchtefeld is a financial advisor with UMB Financial Services, Inc. in St. Louis, Missouri, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has worked at UMB Financial Services since 2010 and UMB Bank since 2009. In addition to his advisory work, he serves as a professor at the Graduate School of Business. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account solutions and combines investment management with municipal advisory services, leveraging its affiliation with UMB Bank.

Jason Schuhmacher is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked with Larson Financial Group and Larson Financial Securities since 2021. Outside of financial advising, he works part-time as a real estate agent assisting clients in buying and selling homes. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including brokerage, commercial real estate, and private equity.

Timothy Flanagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He has been with Edward Jones since 2016. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, discretionary and non-discretionary investment management, and sponsors a wrap fee program, employing an investment process that combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.