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Devon F
Series 65
St. Louis, MO
Krilogy
Devon Flushing is a financial advisor with Krilogy in St. Louis, MO, holding a Series 65 designation and three years of industry experience. Prior to joining Krilogy, he worked at Aperture Financial, Guide My Finances, EMoney Advisor, and PracticeCFO Investments. Krilogy serves a diverse client base including high-net-worth households, 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 services such as portfolio management, financial planning, and family office services.
Scott B
Series 63, Series 65
St. Peters, MO
Prospera Financial Services, inc.
Scott Blattel is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Blattel has been associated with Blattel and Associates since 2000 and Cutter & Company Brokerage, Inc. from 2000 to 2025. Outside of his advisory role, he is involved with Blattel & Associates, where he offers term insurance products through Banner Life. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.
Willard T
Series 63, Series 66
St. Louis, MO
ACR Alpine Capital Research, LLC
Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. 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 multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.
William U
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. 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 investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.
Meghan A
CFP®, Series 65
St. Louis, MO
Krilogy
Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.
Timothy S
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the 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 employs both advisor-managed accounts and third-party manager arrangements, using fundamental and technical analysis to guide investment decisions.
Michael O
Series 66
Chesterfield, MO
Arax Advisory Partners
Michael Ott is a financial advisor with Arax Advisory Partners in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. Prior to joining Arax Advisory Partners in 2025, he worked at Summit X, LLC for nine years. Outside of his advisory role, Ott owns Legacy Performance Academy, a baseball training business, and is involved with Legacy Performance Zone, a land holding company. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement consulting. Arax distinguishes itself with performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.
Brendan K
CFP®
St. Louis, MO
Foundations Investment Advisors LLC
Brendan Kelly is a CFP® certificant with three years of experience in financial advising, currently with Foundations Investment Advisors LLC. Prior to joining Foundations in 2025, he worked at C2P Capital Advisory Group, LLC and has operated an advisory business under The Chamberlin Group since 2020. Outside of his advisory work, he is a part-time high school hockey coach. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy, and offers services through a broad network of affiliated offices.
Dylan B
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.
Ryan T
Series 63, Series 66
St.Louis, MO
Foundations Investment Advisors LLC
Ryan Turnquist is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Vantage Point Financial and several other firms. Outside of his advisory role, he coaches youth lacrosse with Project Missouri Lacrosse. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.
Craig F
CFP®, Series 66
Ballwin, MO
Prospera Financial Services, inc.
Craig Freebersyser is a CFP® professional with 24 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Cutter & Company, Inc., B. Riley Wealth Management, Merrill, and Ameriprise. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 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 programs and platforms.
Joseph K
Series 65
Chesterfield, MO
Acropolis Investment Management
Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and 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.
Jacob S
CFP®, Series 63, Series 65
St. Louis, MO
Krilogy
Jacob Steingrubey is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Krilogy Financial, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a rental property through Steingrubey Properties, LLC. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, 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 long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.
Michael L
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. 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 a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.
Dannelle W
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
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 G
CFP®, Series 63
Cottleville, MO
AlphaCore Capital LLC
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 D
Series 63, Series 65
St. Louis, MO
UMB Financial Services, Inc.
Kenneth Dow is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also coaches high school baseball. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with investment practices aligned with its affiliated bank, UMB Bank, n.a.
Keith K
Series 63, Series 65
Creve Coeur, MO
RFG Advisory, LLC
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 F
Series 65
St. Louis, MO
Krilogy
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 G
Series 66
Creve Coeur, MO
RFG Advisory, LLC
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.
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