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.

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 at Krilogy with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with firms including Huntleigh Advisors, Transamerica, and MassMutual Financial Group. Ott serves as a trustee for a neighborhood subdivision in St. Louis and is the sole owner of Elk Advisory Group, LLC, a third-party administrator for defined benefit and defined contribution plans. Krilogy serves a diverse client base including high-net-worth households, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, allowing tactical adjustments and a mix of active and passive 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 with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at several firms including Vertical Financial, LLC, Resources Investment Advisors, Triad Advisors LLC, and The Capital Group, LLC. Outside of advisory work, he serves as an independent insurance agent specializing in Medicare supplements and group insurance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, offering asset management, financial consulting, ERISA plan advisory, and sub-advisory services. Its investment approach combines passive and active strategies tailored to client objectives, with portfolios reviewed at least quarterly.

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 financial advisor at Krilogy with a Series 65 designation and no prior industry experience. His background includes roles outside of finance, such as work with the Missouri National Education Association and Aldi, as well as time as a full-time student. Krilogy Financial LLC serves a diverse client base including individuals, families, qualified retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach with tactical overlays, combining various analytical methods and offering comprehensive portfolio and financial planning services.

Joseph Maher is a financial advisor at ValMark Advisers, Inc. based in St. Louis, MO. He holds the Series 66 designation and has been in the industry since 2026. In addition to his advisory role, he works as a staff tax accountant at Archford Accounting in a non-investment-related capacity. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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. Anna has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of financial advising, she works as a welder and painter for a metal railings company in St. Louis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers solutions through a platform relationship with Envestnet.

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.

Steven Stryker is a financial advisor at UMB Financial Services, Inc. He holds a Series 66 designation and has been with UMB Financial Services since 2021, following experience at UMB Bank and previously at Mike Shannan's Grill. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account options and integrates bank-affiliated fixed-income practices with both discretionary and non-discretionary investment strategies.