Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.

Corey Gragg is a CFP® professional with 11 years of experience in financial advising. He is currently with AlphaCore Capital LLC and previously worked at Elk River Wealth Management, LLC and American Century Investment Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm focuses on comprehensive wealth planning and investment management, incorporating both traditional and alternative strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Kenneth Dow is a financial advisor at UMB Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining UMB in 2017. Outside of his advisory role, he serves as a high school baseball coach in St. Louis. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a mix of model-based and manager-driven investment approaches and offers multiple program options including FMAX, UMB Fund Advisor, and an Institutional Fixed Income Program.

Keith Klusmeyer is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at RFG Advisory Group since 2014 and previously at LPL Financial from 2010 to 2018. Klusmeyer is also the owner of Educator Retirement Solutions, where he teaches Missouri public school educators about their pension system and pension options. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Miranda Fick is a financial advisor at Krilogy with a Series 65 designation. She has held various roles since 2017, including positions at MAI Capital Management, Firebirds LLC, and New York Life Insurance Company. Her background also includes experience in education and lending prior to joining Krilogy. 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 supported by an internal Investment Committee and offers a range of portfolio management and planning services with active and passive strategies tailored to client needs.

Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and having 23 years of industry experience. He has worked at Four Seasons Wealth Management since 2003 and has been with RFG Advisory since 2014. Outside of his advisory role, he participates in charitable cycling events for Pedal the Cause and volunteers with the St. Joseph’s Fathers Club to support scholarship fundraising. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a mix of actively managed and passive investment strategies, alternative investments, and portfolio management services.

Samuel Holtmeyer is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. His prior work includes roles at First State Community Bank and Renaissance Financial. Before entering the financial industry, he worked in fitness and recreational businesses, including Wolf Hollow Golf Club and 9Round Kickboxing Fitness. 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 active approach supported by an internal Investment Committee, offering portfolio management, financial planning, and specialized services such as sub-advisory model licensing.

Mark Beckrich is a financial advisor at Cornerstone Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management and LPL Financial since 2012. 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 employs a multi-brand operating model utilizing LPL platform programs and technology to support a high client load across its 91 advisors.

Terry Coleman is a financial advisor at Virtue Capital Management, LLC with 48 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Virtue since 2016. He is also the owner and president of Retirement Resource Group, which markets fixed annuities, life insurance, and senior health products. Virtue Capital Management serves individuals, trusts, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of tactical and strategic strategies with quantitative analysis and third-party manager selection to tailor portfolios to client objectives.

Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. 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, using a mix of equities, bonds, mutual funds, and ETFs.

Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.

Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. 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 and ERISA retirement-plan services. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Erion Kafazi is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 license and three years of industry experience. He has worked at Financial & Tax Architects since 2021 and previously held roles at Globe Life Liberty National Division and other companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily 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 sub-advisory services to other registered investment advisers.

Jessica Hendricks is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and previously worked at Commerce Bank for six years before joining Acropolis in 2021. Acropolis Investment Management, LLC 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 individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.

Seth Roggenkamp is a financial advisor with Arax Advisory Partners in Chesterfield, MO. He holds a Series 65 designation and has two years of industry experience, including prior work at Summit Wealth Strategies. Seth’s background includes a decade as a student before entering the advisory field. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, managing approximately $26.5 billion in regulatory assets through more than 200 advisors.

Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Bradley Combs is a CFP® professional with 14 years of experience in financial advising. He has worked at Acropolis Investment Management, L.L.C. since 2019 and previously spent 12 years with Paradigm Financial Advisors, LLC. Acropolis Investment Management, LLC 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 combination of equities, bonds, mutual funds, and ETFs.

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Harry Frazier is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Plancorp, LLC since 2002. Since 2017, he has served as a member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing 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 utilizes documented Investment Policy Statements to guide diversified asset allocation, offering discretionary and non-discretionary management along with tax-aware portfolio reviews.