Anthony Gitcho is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Financial & Tax Architects, he worked at Prudential Advisors and Colonial Life. Before his career in financial advising, he spent over a decade at Lumiere Place Casino. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Scott Quinn is a CFP®, PFS™, and Series 65-registered financial advisor with 24 years of industry experience, all spent at RubinBrown Advisors LLC in St. Louis, MO. He has been with RubinBrown Advisors since 2002. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and utilizes strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management along with tax-aware practices.

Kelsey Abbott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. Prior to joining Plancorp in 2020, Abbott worked at Enterprise Bank and Trust and Commerce Trust Company. Plancorp, LLC provides wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm’s investment approach follows Modern Portfolio Theory and employs documented Investment Policy Statements, with a focus on diversified asset allocation, ongoing portfolio management, and tax-aware strategies.

Christopher Swenson is a CFP® professional with 29 years of experience in the financial services industry. He has been with Cornerstone Wealth Management, LLC since 2013 and also maintains a registration with LPL Financial. Outside of his advisory role, he is involved with Captain Asset Management LLC, a business entity unrelated to investment activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and a range of LPL-sponsored programs to deliver tailored investment advice, focusing on continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

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.

Ryan Klump is a financial advisor at Saxony Capital Management, LLC, holding the Series 66 designation with 22 years of industry experience. He has worked at Saxony Capital Management since 2004 and has also been affiliated with Patrick Capital Markets, LLC during multiple periods. Klump serves as a partner/shareholder in several holding companies connected to his firm and participates as an advisory board member for a local bank. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, employing a range of investment strategies and third-party manager due diligence.

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.

Brandon Lochstampfor is a financial advisor at Larson Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Outside of his advisory work, he operates a separate financial advisor services firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily serving doctors, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted tools alongside human oversight.

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.

Charles Dodson is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at J.A. GLYNN Investments LLC for 14 years and has been with Stifel since 2022. Outside of his advisory role, he serves as a committeeman for the St Francois County Republican Central Committee. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach combines proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

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 the Series 65 designation with 11 years of industry experience. He has been with Plancorp since 2014. 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’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various securities, offering both discretionary and non-discretionary management.

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.

Geoffrey Bright Jr. is a financial advisor at Stifel Independent Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several Stifel entities since 2003, including Stifel Nicolaus and Company and Century Securities Associates. Mr. Bright serves as an arbitrator for FINRA and is a member of the Susan G. Komen Missouri & Kansas Board of Directors. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm’s approach integrates proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Ryan Trenz is a Series 66-licensed financial advisor with Principal Advised Services, bringing eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group, leveraging affiliations with multiple entities to deliver integrated solutions.

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.