Bryce Beck is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Visionary Wealth Advisors, he worked at Peace Haven and CedarS CampS and has experience in education at Principia Upper High School and Saint Louis University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Thomas Gummersbach is a financial advisor with Huntleigh Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2005. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management as well as specialized strategies such as its MindShare small- and micro-cap program. The firm employs model asset allocation portfolios reviewed quarterly alongside customized management options, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis.

Luke Gassett is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience with CliftonLarsonAllen LLP and involvement with local athletic associations. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Amie Sheputis is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with RFG Advisory, LLC and Private Client Services, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. 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 employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Jeanine Devine is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with First Heartland Capital Inc since 2002 and has been involved in insurance sales through A. Jay Meier Insurance Agency Inc since 1993. Devine serves as president of the local chapter of the American Financial Education Alliance, a nonprofit focused on financial education. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Douglas Simms is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 credential and 18 years of industry experience. His work history includes roles at Huntleigh Advisors, Huntleigh Securities Corporation, National Planning Corporation, Datatex Investment Services, and K. W. Chambers & Co. Outside of his advisory work, Simms holds vice president positions in multiple companies involved in fixed insurance, wellness services, and brokerage administration. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolio programs, sub-advisory, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, with a specialized MindShare strategy focused on small- and micro-cap growth and a concentrated higher-turnover strategy.

Kevin Storm is a CFP® with 19 years of experience in financial advising and has been with Smith, Moore & Co. since 2006. He holds a Series 66 license and is also registered as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with about 50 advisors managing approximately $2.0 billion in assets, using both advisor-managed accounts and third-party manager arrangements.

Danial Green is a Series 66-credentialed advisor at Mutual Advisors, LLC with eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Bankers Life and Casualty Company. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary advisory services using a combination of active and passive investment strategies tailored to clients’ objectives, and manages approximately $9.45 billion across 154 advisors.

Richard Eckenrodt Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Huntleigh Securities Corporation since 2006. 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, ERISA retirement-plan services, and third-party manager solicitation. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities using a combination of investor-sentiment, charting analysis, and fundamental research.

Kara Hill is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She previously worked at Edward Jones for 21 years. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare strategy that combines fundamental research with investor sentiment and charting analysis for small- and micro-cap growth.

Thaddeus Brija is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Cetera Wealth Services, renaissance financial, Minnesota Life, and Securian Financial Services. Brija serves on the advisory board of BNI and volunteers with Friends of Arch Grants. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored investment strategies.

William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Michael Barlow is a CFP® and Series 65-licensed financial advisor at RubinBrown Advisors LLC with six years at the firm and a total of three years in the industry. His prior experience includes roles at Securian Life Insurance Company, Renaissance Financial Corp, Minnesota Life Insurance Company, Moneta Group, and Premium Retail Services. He also has a background at Miami University. RubinBrown Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment advisory, financial planning, and retirement plan services. The firm utilizes model portfolios with mutual funds and ETFs, leverages tax-aware strategies, and incorporates AI tools within its financial planning process.

Jacqueline Saleeby is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and has been involved with Saleeby and Associates since 2022. Outside of her advisory role, she is a partner in DRDJ, LLC, a business buying and selling antiques and collectibles. 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, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Charles Schulz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Krilogy Financial LLC since 2013. He holds a Series 65 license and is based in St. Louis, MO. Schulz may receive referral fees for directing clients to group health insurance products through the Cornerstone Group. Krilogy Financial LLC serves individuals, families—including high- and ultra-high-net-worth clients—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.

Tyler Dumey is a CFP® with 15 years of industry experience, currently with Visionary Wealth Advisors, LLC. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, First Brokerage America, and First Command Brokerage Services. He serves as Vice President of his local Home Owner’s Association. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, and business entities. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Carter Hayes is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He previously worked at Sierra Investment Management, Inc. and Northern Lights Distributors, LLC. 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.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Timothy Piechowski is a CFA® charterholder with nine years of industry experience. He is affiliated with ACR Alpine Capital Research, LLC and has worked at Alpine Investment Management LLC since 2010. 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 various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Colin Schlitt is a financial advisor at Krilogy with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stifel and Wells Fargo Clearing Services. Outside of finance, he was involved with Simply Swirled from 2015 to 2019. 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 guided by an internal committee, offering portfolio management, financial planning, and specialized services such as family office support and separately managed account licensing.