Alyssa Kinney is a financial advisor at Mutual Advisors, LLC with one year of industry experience and holds a Series 65 designation. Her prior roles include positions at LPL Financial, Broadway Graham Wealth Partners, and Michael Kors. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving unique institutional clients such as sovereign wealth funds.

James Obrien is a financial advisor at Krilogy with 20 years of industry experience. He holds a Series 66 designation and has worked at Kansas City Life Insurance since 2010 and Krilogy Financial since 2009. Obrien is also involved as a general partner and investment manager in several affiliated investment funds under the Krilogy Capital Management entities. 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.

Edward Balmes is a financial advisor at BFC PLANNING, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. He is also a partner at a CPA firm specializing in accounting and tax preparation. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisor representatives.

Taylor Dade is a financial advisor at Krilogy with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and the University of Missouri. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm offers portfolio management, financial planning, and family office services, employing a long-term investment philosophy with both active and passive strategies overseen by an internal Investment Committee.

Daniel Reilly is a CFP® and Series 65-registered financial advisor with Krilogy Financial, where he has worked since 2017. He has eight years of industry experience, including prior roles at Hoss's Market and Columbia College. In addition to his advisory work, he is licensed as a life and health insurance agent. Krilogy Financial 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 long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Thomas April is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has worked at Huntleigh Advisors since 2017 and at Huntleigh Securities Corporation since 2004. Outside of his advisory role, he serves as a consultant for Flamingo Key, LLC, a bed and breakfast business in New Haven, MO. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, including a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.

Kent Skornia is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. He has been with Krilogy Financial since 2009 and has also worked at Saxony Securities Inc. since 2015. Outside of his advisory role, Skornia is a 17% owner of Red Label Accessories LLC, a leather goods business, and serves as a silent partner in MO Medical Staffing, a medical staffing placement company. 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, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Elizabeth Meier is a financial advisor with IPI Wealth Management, Inc. based in St. Louis, MO, holding Series 63 and 66 licenses and bringing 34 years of industry experience. She has been with William J. Conway & Co., Inc. since 1991. In addition to her advisory role, she is a self-employed CPA providing tax return preparation and also sells fixed insurance products including indexed annuities outside of trading hours. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture investment platform supported by an outsourced operational model.

Nicole Crangle is a financial advisor at Prospera Financial Services, Inc. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Prospera, she worked at Blattel & Associates and held various roles outside the financial sector. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, providing investment advisory and financial planning services through multiple platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.

William Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Huntleigh Securities Corporation since 2007 and joined Huntleigh Advisors, Inc. in 2024. 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, sub-advisory arrangements, and third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods and offers a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Claude Gianetto is a financial advisor at Principal Advised Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Principal Advised Services provides investment advice and services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and is part of the Principal Financial Group, which facilitates access to affiliated funds, banking products, and model services.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Cutter & Company, Inc. for 17 years before joining Prospera in 2025. Outside of his advisory role, he coaches women’s junior varsity soccer at Lutheran High School Association and educates on the benefits of metabolic supplements through a health company distributor. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio management options.

Deborah Burlingame is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding a Series 66 license and bringing 14 years of industry experience. She has been with Stifel since 2007 and has worked at Keefe, Bruyette & Woods, Inc. and Miller Buckfire & Co., LLC. Outside of her advisory role, she serves as treasurer for Alton Pride, a charitable organization focused on LGBTQ+ advocacy. Stifel Independent Advisors serves a diverse range of clients including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary models to tailor asset allocation recommendations and provides both brokerage and fiduciary advisory services depending on client needs.

Nicole Gilbert is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Huntleigh Advisors since 2016. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies and regularly reviews model asset allocation portfolios alongside customized individual options.

Scott Debandt is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 2009. 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 employs a range of strategies, including a distinctive MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.

Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.

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.