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 based in St. Louis, MO, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Huntleigh Securities Corporation, Transamerica, MassMutual Financial Group, and Ameriprise. Ott serves as a trustee on a neighborhood subdivision board in St. Louis. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy guided by an internal Investment Committee, offering customized strategies such as active and passive management, bond ladders, private alternative funds, and tax-aware SMAs.

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.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.

Andrea Lathrop is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and has prior experience at US Bank, 1st American Mortgage, Heartland Women's Health, and Beachbody. 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.

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.

Joseph Weinbauer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Berthel Fisher & Company since 2010 and serves as Managing Principal of Weinbauer Financial Group. Outside of his advisory role, he is active in the St. Louis community, serving as Treasurer for the St. Louis Junior Invitational, President of the Hill Business Association, and a Board Director at Norwood Hills Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Mason Cochran is a Series 65-licensed financial advisor at Krilogy with one year of industry experience. Prior to joining Krilogy, he held positions at Missouri National Education Association and Aldi, among others. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with flexible strategies and offers a range of services such as portfolio management, financial planning, and sub-advisory model licensing.

Joseph Maher is a financial advisor at ValMark Advisers, Inc. in St. Louis, MO, holding a Series 66 designation with just over one year of industry experience. Prior to his current role, he worked with Archford Capital Strategies and Saint Louis University. He is also employed as a staff tax accountant at Archford Accounting, performing non-advisory tax work. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her current role, she worked at Mutual of Omaha Insurance Company and was employed at St Albans Country Club. Outside of her advisory duties, she works as a welder and painter for a local metal railings company. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Donna Zoeller is a financial advisor at Smith, Moore & Co. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. from 2012 to 2017. Outside of advising, she is licensed as an insurance agent, dedicating limited time to service and sales related to insurance. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets, utilizing both advisor-managed accounts and third-party manager arrangements.

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. 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 model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013 and previously from 2006 to 2009, as well as at Missouri Valley Partners, Inc. from 2000 to 2005. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines discretionary and non-discretionary investment management with multidisciplinary planning and also provides brokerage and insurance services, integrating these through its Private Client Services model.

Joseph Curtis is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Summit Wealth Strategies and BMO Harris Financial Advisors. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, using a combination of internal management and third-party models to implement client objectives.

Eric Horn is a CFP® with 10 years of industry experience and is currently associated with Belpointe Asset Management LLC. He has worked at Fruition Financial since 2013 and has been with Belpointe since 2023. Outside of his advisory role, Eric serves as treasurer for the St. Louis Men's Baseball League and is a manager/member of Goats Athletic Performance LLC, both nonprofit organizations. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios that combine internal management with third-party managers tailored to client objectives and risk tolerance.

William Anderson is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2018. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of investment strategies including its MindShare Small Companies program, which combines investor-sentiment and charting analysis with fundamental research.

Kori Hemmann is a CFP® professional with eight years of experience at Plancorp, LLC and three years in the financial industry. Prior to joining Plancorp, Hemmann worked for ten years at R&W Builder's Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management.