Grant Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, NYLIFE Securities LLC, New York Life Insurance Co., UBS, and the University of Mississippi. 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 utilizes advisor-led discretionary management alongside LPL-sponsored programs and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Nicholas Miskov is a financial advisor at Visionary Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. from 2011 to 2022. Outside of advising, he serves as president and secretary of Granico GP, Inc. and is involved with Granico, LP and LHF GP, Inc. in non-investment related roles. 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 combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers discretionary and non-discretionary investment management alongside financial planning and consulting services.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with Stifel Independent Advisors since 2009 and has previous experience at Keefe, Bruyette & Woods, Inc. She is also an owner of a family farm property. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary market models and provides tailored asset allocation recommendations.

Stewart Deutsch Jr. is a CFP® professional with 32 years of industry experience, currently serving at Smith, Moore & Co. since 2003. He holds Series 63 and Series 65 licenses and participates actively in community and educational roles, including serving as board president of Covenant House and as an adjunct lecturer at Washington University. He also contributes to advisory and strategic committees for the University of Missouri and the Jewish Federation of St. Louis. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary models, advisor portfolio construction, and outsourced managers, offering both discretionary and non-discretionary account management.

Daniel Lecure is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co., LPL Financial Corporation, and Mutual Service Corporation. Outside of advising, he owns and operates Lecure & Associates LLC, a tax preparation, accounting, and bookkeeping business. 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, retirement-plan services, and a distinctive MindShare Small Companies program that combines investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.

Stephen Eifler is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor at Krilogy Financial LLC and has previously worked at firms including Saxony Securities Inc, Syntegra Private Wealth Group LLC, and MassMutual. 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 plan consulting, family office services, and sub-advisory and separately managed account model delivery through Krilogy Portfolio Services. Its investment approach combines quantitative, qualitative, and fundamental analysis with advisor-led risk profiling, managed through an Investment Committee and CIO-led process.

Daniel Browne is a financial advisor with Visionary Wealth Advisors, LLC in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Visionary Wealth Advisors since 2014 and also has experience at Purshe Kaplan Sterling Investments. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm uses a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed model portfolios.

Brian Grubb is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Wells Fargo Clearing Services prior to joining Huntleigh. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

Brian Price is a CFA® charterholder and Series 65-licensed advisor with three years of industry experience. He has worked at Octavia Wealth Advisors LLC since 2021 and previously held positions at Charter Communications, Hussmann Corporation, Xavier University, and The Men's Wearhouse. Octavia Wealth Advisors LLC is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies and specialized retirement plan advisory and trust administration services.

David Malone is a Series 66-credentialed financial advisor with over 24 years of industry experience. He has worked at Blackridge Asset Management, LLC since 2016, and previously held roles at Peak Brokerage Services, Next Financial Group, Waddell & Reed, and Wells Fargo Advisors. Outside of advisory work, Malone owns Retirement Solutions, LLC, providing insurance planning services, and serves on the boards of several nonprofit organizations including Christian Hospital BJC, Saint Louis Crisis Nursery, and the USO, Inc. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers through a turnkey asset management platform and emphasizes discretionary portfolio management based on fundamental and technical analysis.

Brian Shapiro is a financial advisor at Forum Financial Management, LP with 22 years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Forum Financial Management in 2019. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing them with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

John Head is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds the Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business specializing in collectible items. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed portfolios.

Michael Mcclellan is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses with 27 years of industry experience. He has worked with Huntleigh Securities Corporation since 2003 and joined Huntleigh Advisors in 2025. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management, model portfolio programs, and specialized strategies including the MindShare small- and micro-cap approach. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis and provides customized management options alongside quarterly-reviewed model portfolios.

Roger Lewis is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Mass Mutual and multiple tenures at Visionary Wealth Advisors. 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 investment management using an approach that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Elizabeth Connelly is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has worked at Saxony Securities Inc since 2014 and Krilogy Financial LLC since 2013. Outside of advisory work, she is licensed as an insurance agent involved in non-variable insurance sales. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed investment options.

Chad Stafko is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Associated Investment Services, Inc. and Associated Trust Company. Outside of his advisory work, Mr. Stafko is an author and serves as a pulpit minister for the Green Mount Road Church of Christ in Belleville, Illinois. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm delivers investment solutions through model portfolios and separately managed accounts administered via third-party managers and affiliated entities.

Charles Tzinberg is a Series 65 licensed financial advisor with eight years of industry experience. He is also president of Tzinberg & Associates, P.C., an accounting firm he has led since 1983. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focused on cost minimization and long-term strategies, and it provides backoffice and recordkeeping support for other advisors.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. His prior roles include positions at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. He also owns and manages tax preparation and business consulting practices outside of his advisory work. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently employing third-party managers and providing integrated insurance-linked account management.

Isaac Schreckenberg is a financial advisor at RubinBrown Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked at RubinBrown Advisors and RubinBrown LLP since 2024, with prior roles including Ameriprise Financial and Kennedy Capital Management. Outside of advising, his background includes experience at Illinois State University Career Services and entrepreneurial work with Brite Worx Car Washery. RubinBrown Advisors, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, managing approximately $3.86 billion in assets. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools in its financial planning process.