Adam Hartz is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as a campus elder at Canaan Baptist Church and acts as a trustee for his parents' trust. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and offers a combination of fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Ethan Silverman is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Private Client Services. In addition to his advisory role, he offers insurance products through multiple companies, including an affiliated firm of Summit. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments, operating a combination of discretionary and consultative investment approaches.

Stacy Flanagin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. Prior to joining Visionary Wealth Advisors in 2025, Stacy worked at Krilogy Financial from 2016 to 2025. 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 a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework, managing most client assets on a discretionary basis.

Adam Perkins is a financial advisor with UMB Financial Services, Inc. in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at UMB Bank, UMB Insurance Inc., and UMB Financial Services, Inc. since 2006, with prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is co-owner of an LLC formed to purchase a vacation property for family use. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of wrap-fee Managed Account Solutions and is affiliated with UMB Bank, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Derek Jess is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Plancorp, LLC since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and First National Bank of Omaha. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment process, offers both discretionary and non-discretionary management, and incorporates tax-aware strategies such as tax-loss harvesting into portfolio reviews.

John James is a financial advisor at Copper Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stifel Nicolaus & Co Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients, providing ongoing advisory services and one-time financial plans.

Chad Treacy is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has worked at UMB Financial Services since 2017 and has been with UMB Bank since 2011. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various program options and access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments. The firm employs a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Ryanne Harmann is a financial advisor with Acropolis Investment Management, L.L.C., holding Series 63 and Series 65 credentials and 14 years of industry experience. She 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, combining quantitative modeling with security-level analysis.

Marguerite Sansone is a financial advisor at Saxony Capital Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. from 2019 to 2024. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors and employs diverse investment approaches, including discretionary asset management, third-party advisory services, and various analytical strategies.

Jody Weis is a financial advisor with BFC Planning, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Berthel Fisher & Company Planning and Financial Services since 2016. Outside of his advisory role, Weis has worked as an independent consultant for skincare products and manages investment decisions for family limited partnerships. BFC Planning, Inc. provides financial planning, asset management, and outside money manager referral services to a diverse client base, including individuals, corporations, pensions, and trusts. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and third-party platforms.

Susan Montebello is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 43 years of industry experience. She has been affiliated with Huntleigh Securities Corporation since 1986. Huntleigh Advisors serves a diverse client base including individual investors, small businesses, charities, trusts, estates, and employer retirement plans. The firm employs model asset allocation portfolios and offers a specialized MindShare strategy focused on small- and micro-cap growth, combining fundamental research with technical and quantitative analysis.

Brian Boehle 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 2015. 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, utilizing advisor-led discretionary management and various LPL-sponsored programs. The firm emphasizes tailored investment advice through continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.

Ranie Verby is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has worked at Plancorp, LLC since 2019 and previously spent five years at Moneta Group Investment Advisors, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process and maintains a CEFEX certification for fiduciary practices.

Jennifer Orr is a financial advisor at Acropolis Investment Management, L.L.C. She holds a Series 65 designation and has three years of industry experience. Prior to joining Acropolis in 2022, she worked at Edward Jones from 2011 to 2022. 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 blend of equities, bonds, mutual funds, and ETFs.

Geneen Von Kloha is a financial advisor at Krilogy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Moneta Group Investment Advisors and Moneta Group for 21 years. 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, family office services, and sub-advisory and separately managed account solutions through a long-term, committee-led investment approach that integrates quantitative, qualitative, and fundamental analysis.

Daniel Klein is a CFP® with 31 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and previously worked at LPL Financial from 2009 to 2018. Outside of his advisory role, Klein is involved in youth basketball as a referee through a local league. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Robert Hardcastle is a financial advisor at BFC Planning, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Berthel Fisher & Company Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory work, Hardcastle hosts a weekly radio program and is an author, marketing his own novels. He also serves as a trustee for the Robert Hardcastle Charitable Foundation and participates on the board of Friends of St. Luke's. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent adviser representatives who use a variety of investment programs and third-party platforms.

William Pohrer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Krilogy and Saxony Securities since 2013 and 2014, respectively. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. 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, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Brian Forbush is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Robert Half International, Executive Staffing, and US Bank. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment arrangements through various program-based accounts.

Nora Hans is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Foundations, she was a retirement consultant at Principal Advised Services. In addition to her advisory work, she creates and sells digital planners and art on Etsy and Amazon. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a wide network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.