Gregory Aman is a financial advisor with UMB Financial Services, Inc. in O'Fallon, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UMB Financial Services and UMB Bank since 2009. Aman serves on the board of directors for KidSmart, a nonprofit organization. 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, offering various investment options and a combination of model-based and manager-driven portfolio management approaches.

Kevin Murphy is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at RFG Advisory since 2020 and previously held roles at Wells Fargo Clearing Services LLC and First Command Financial Planning, Inc. 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’s approach centers on discretionary portfolio management using model strategies, third-party platforms, and technology-driven retirement solutions, with a notable role as sub-adviser to multiple Bluemonte ETFs and service to state and municipal clients.

Brian Hayes is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at firms including Fidelity and Financial Engines Advisors L.L.C. before joining The Mather Group in 2019. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG portfolios.

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. 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 combination of equities, bonds, mutual funds, and ETFs.

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

Andrew Claus is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and 1 year of industry experience. He has been with the firm since 2014. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client accounts managed on a discretionary basis.

Daniel Teibel is a financial advisor at Krilogy with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cambridge Investment Research and Saxony Securities. Teibel also provides variable annuity brokerage services as an independent contractor. Krilogy serves a broad client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment philosophy guided by an internal committee and combines active and passive strategies with customized solutions such as tax-aware equity SMAs and private alternative funds.

Charles Dambach is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with Plancorp since 2014. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, providing wealth management, financial planning, investment management, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across various asset classes.

William Kallaos Jr. is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at RFG Advisory Group, LLC and Four Seasons Wealth Management. He serves as trustee for his own grantor trust. 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 uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment solutions, emphasizing tailored advice, continuous account supervision, and integration of in-house and third-party portfolio management.

Leo Fiordelisi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Huntleigh Securities Corporation as well as in various roles outside the financial sector, including at My House and Llywelyn's. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolios, and specialized small- and micro-cap strategies through its MindShare program. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis across its investment offerings.

Dean Williams is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Smith, Moore & Co. since 2008. 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, with a diverse investment approach that includes stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Jeffrey Skornia is a financial advisor at Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Krilogy since 2013. Outside of his advisory role, he is involved in a family business that funds inventory financing for Red Label Accessories LLC. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement consulting, and family office services, utilizing a long-term investment approach with tactical overlays and a CIO-led process.

Matthew Ott is a financial advisor with Krilogy in St. Louis, MO, holding Series 65 and Series 66 licenses and 23 years of industry experience. His prior experience includes roles at Huntleigh Securities Corporation, Transamerica, MassMutual Financial Group, and Ameriprise. He serves as a trustee for the Forest Hills Subdivision neighborhood and is the sole owner of Elk Advisory Group, LLC, which provides third-party administrative services for pension and retirement plans. Krilogy serves a diverse range of clients, including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical adjustments, offering portfolio management, financial planning, and specialized services such as family office support and separately managed account model licensing.

Sarah Molitor is a financial advisor at First Heartland Consultants, Inc. in Lake St Louis, MO, holding a Series 66 designation with three years of industry experience. She has been associated with First Heartland Capital Inc. since 2013. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

John Gross is a financial advisor at Brookwood Investment Group with over 40 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at American Family Securities, LLC since 2001 and American Family Insurance since 1981. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for more than 3,100 clients. The firm offers a range of portfolio management, financial planning, and retirement-plan advisory services using both passive and active strategies tailored to client needs.

Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Andrea Lathrop is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds the Series 65 designation and has previously worked at US Bank, 1st American Mortgage, Heartland Women's Health, and Beachbody. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by long-term data to construct diversified portfolios focused on tax efficiency and low turnover.

Megan Breuer is a CFP® professional at Krilogy with one year of industry experience. Her prior roles include positions at Wells Fargo Clearing, Moneta, and CIBC Bank USA, where she worked for 15 years. 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, committee-driven investment approach with active and passive strategies, customized portfolios, and advanced operational tools such as AI-enabled meeting transcription.

Joseph Thaman is a financial advisor at Mutual Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Vertical Financial, Resources Investment Advisors, and The Capital Group, LLC. Outside of advising, he is active with the Affton Athletic Association and operates as an independent insurance agent specializing in Medicare and group insurance. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of discretionary and non-discretionary asset management using both active and passive strategies, supported by multiple analytical approaches and third-party tools to tailor portfolios to client objectives.