Robert Fleming is a financial advisor at Acropolis Investment Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 registrations and 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, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Rebecca Bone is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Plancorp since 2013. Plancorp serves 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 applies Modern Portfolio Theory through documented Investment Policy Statements and incorporates tax-aware strategies, offering both discretionary and non-discretionary management.

Patrick Britt is a CFP® professional with 11 years of industry experience. He has worked at Krilogy Financial since 2025 and previously spent seven years at Clayton Financial Group, LLC, and five years at Moneta Group LLC. Britt is based in St. Louis, MO. 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, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Robert Plack is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 designations with 39 years of industry experience. He has worked at Smith, Moore & Co. since 1987. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets 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, with investment selections based on fundamental and technical analysis.

Hugh Hendrix is a Certified Financial Planner® at Mutual Advisors, LLC with 32 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. for 26 years and held roles at Fidelity Personal and Workplace Advisors and Mutual Securities, Inc. Hendrix is also involved in several outside activities, including ownership of Boland Place Farms, LLC and work as an independent insurance agent, as well as delivery services. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using both active and passive investment strategies, emphasizing diversification and client-specific allocation, and manages approximately $9.45 billion across 154 advisors.

Morris Shank is a financial advisor at IFG Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Integrated Financial Group, and Securities America Advisors. Shank operates Morris Shank Wealth Management, focusing on non-variable insurance products such as life, disability, and long-term care. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and tools, including sub-advisors and third-party managers, to tailor portfolios to client objectives and offers services such as portfolio management, consulting, and retirement plan support.

Stephen Wedel is a CFP® with 42 years of industry experience, currently affiliated with RFG Advisory, LLC. His career includes significant roles at Four Seasons Wealth Management and LPL Financial, and he serves on the board of the Naples Ailing and Yacht Club as co-chair of long-range planning. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management through various model strategies and third-party platforms and is noted for its sub-advisory role with Bluemonte ETFs and service to investment company and municipal clients.

Robert Tock is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. Prior to joining Huntleigh Advisors in 2021, he worked at K. W. Chambers & Co. for 31 years and Moog Inc for seven years. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolios, and a specialized small- and micro-cap strategy called MindShare, which combines fundamental research with investor sentiment and technical analysis.

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.

William Greene is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He was previously with Fidelity Brokerage Services, Inc. for 31 years before joining Mutual Advisors in 2018. Outside of his advisory role, Greene is active as a drummer and singer in a musical group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, and ERISA plan consulting, employing both active and passive investment strategies tailored to clients’ objectives and utilizing multiple analytical approaches and third-party tools.

Andrew Bouquet is a CFP® professional with eight years of industry experience, currently serving as an advisor at Krilogy Financial. Prior to joining Krilogy, he worked at Moneta Group Investment Advisors LLC for seven years and has operated his own legal practice, Bouquet Law Group, LLC, since 2015. His outside business activity includes managing this legal practice, where he is an attorney and owner. 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, with an investment approach that combines quantitative, qualitative, and fundamental analysis implemented through advisor-led risk profiling and model portfolios.

Michael Rowan is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri. He holds a Series 66 designation and has 19 years of industry experience, having been with Huntleigh Advisors since 2007. Outside of his advisory role, Rowan is involved in several non-securities business activities, including managing and owning interests in real estate ventures and a cattle ranch. 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, retirement-plan services, and sub-advisory arrangements. The firm offers customized portfolio management and a specialized MindShare Small Companies program that integrates investor-sentiment and fundamental research to target micro-, small-, and mid-cap equities.

Deborah Maret is a financial advisor at RubinBrown Advisors LLC with 23 years of industry experience. She holds a Series 65 credential and has worked at RubinBrown Advisors since 2017, following a two-year tenure at BDO Wealth Advisors, LLC. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and uses strategic asset allocation through model portfolios, tax-aware practices, and third-party technology to support its service offerings.

Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc and Pruco Securities LLC. Outside of his advisory work, he serves as a high school basketball official in Missouri. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial consulting, and model-based self-directed brokerage programs through a network of independent investment adviser representatives.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.

James Fendrick is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding a Series 66 designation with 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2026. 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 MindShare strategy focused on small- and micro-cap stocks, sub-advisory services, and ERISA plan advisory services.

Chad Hemphill is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms, including LPL Financial and Panoptic Wealth Advocates, and is involved in a tax consulting business outside of his advisory role. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, and retirement plan advisory, with customizable strategies that include third-party managers and alternative investments.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.