William Pohrer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Krilogy and Saxony Securities since 2013 and 2014, respectively. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. 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, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Nora Hans is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Principal Advised Services and First Command Brokerage Services, Inc. Outside of her advisory role, she creates and sells digital planners and art through online platforms. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

David Zofness is a ChFC® with 39 years of industry experience, currently with CreativeOne Securities, LLC. He previously worked at Ameritas Investment Corp for 17 years and has been associated with Edwin R. Cohen & Associates, LP since 1983. Outside of his advisory role, he is active as an insurance agent involved in the sales of fixed and index annuities as well as life, health, long-term care, and disability insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management using a proprietary advisory platform and access to third-party managers.

Heidi Provost is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Ricken Financial LLC since 2014, where she serves as president and oversees retirement planning, life insurance and annuity sales, as well as tax preparation and planning. At Ricken Financial, she manages a team during tax season and performs client tax returns and planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisors. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Bryan Barts is a CFP® with 13 years of industry experience. He is currently with Plancorp, LLC and has previously worked at firms including Modern Dollar Planning, Cetera Investment Services, and Enterprise Bank & Trust. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach follows Modern Portfolio Theory and incorporates documented Investment Policy Statements, tax-aware actions, and the use of independent third-party advisers when appropriate.

Frank Delurgio is a Certified Financial Planner® with 48 years of industry experience, currently serving at BFC Planning, Inc. since 2012. He is also associated with Berthel Fisher & Company Financial Services, Inc. and operates Vetta Financial, LLC, which provides financial and retirement planning services as well as insurance sales focusing on fixed annuities. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by its advisers.

Kyle Wort is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial, LLC since 2012. Outside of his advisory role, Wort owns a separate investment-related business involved in real estate rental and development. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of model asset-allocation portfolios, discretionary programs, strategic and tactical approaches, and third-party manager monitoring while incorporating AI-assisted tools to support research and documentation.

Blake Bredensteiner is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, with five years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Larson Financial Group in 2019, he worked at Resource One Advisors and operated Bredensteiner & Associates, an accounting and bookkeeping firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical investment approaches.

Santiago De Luca is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated, Precision Wealth Strategies, and Regions Bank. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of strategies including direct indexing and growth allocations, supported by third-party operational and compliance platforms.

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.

Kevin Gaffey is a financial advisor at Zacks Investment Management, Inc. with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Empower Financial Services. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and serves as portfolio manager to mutual funds and ETFs.

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.