Jason Uetrecht is a CFP® professional with nine years of industry experience, currently serving at RubinBrown Advisors LLC. He has been with RubinBrown Advisors since 2016 and has worked at the affiliated accounting and tax firm RubinBrown LLP since 2012, where he is a tax partner leading client engagements and financial planning. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice while incorporating tax-aware practices and technology-driven financial planning tools.

Benjamin Castiglioni is a financial advisor with Prospera Financial Services, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. from 2013 to 2025. Prospera Financial Services, Inc. is a large, multi-team advisory and broker-dealer firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering diversified investment advisory and financial planning services with various platform options and discretionary or non-discretionary management.

Eric Mundwiller is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. His prior work includes roles at Moneta Group Investment Advisors, LLC, and he is the founder and managing partner of Investtax Wealth Advisers, LLC. Outside of advisory work, he is a CPA with ITWA CPA Tax Services. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a platform that integrates institutional and retirement plan resources.

Bridget Murphy is a financial advisor at RFG Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Paramount Mortgage for six years. Her other business activities include serving as a client service coordinator for Volare Wealth Advisors. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party model strategies, focusing on discretionary asset management with a blend of actively managed and passive investments.

Sara Gelsheimer is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at Plancorp, LLC for multiple terms totaling over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call options, and ESG-focused models, supported by proprietary technology and external research.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Waddell & Reed Inc and Willows Way. Outside of his advisory work, Reed serves as president of the board for the nonprofit organization Willows Way. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Christopher Carrillo is a financial advisor at Prosperity Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Services, Inc., Sii, and National Planning Corporation. Outside of his advisory role, Carrillo has experience as a licensed insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and diversified investment strategies.

Eli Katz is a CFP® professional at Plancorp, LLC with one year of industry experience. Prior to joining Plancorp, he worked at KIPP for six years and was involved with Meshuggah Cafe for two years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans through wealth management, investment management, financial planning, and other financial services. The firm employs a Modern Portfolio Theory-based investment process, offers discretionary and non-discretionary management, and provides tax-aware strategies alongside in-house tax preparation.

Brittani Schaefer is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 12 years of industry experience. She has worked at RFG Advisory, LLC since 2024 and previously spent six years at Edward Jones followed by four years at Arete Wealth Advisors LLC. Schaefer also owns and operates Cooper Tower Wealth, an investment advisory business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies with tax-aware approaches and offers a range of services including portfolio management, financial planning, and alternative investments.

Stacy Schaefer is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Cutter And Company Brokerage, Inc. for 26 years. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm provides investment advisory and financial planning services across multiple platforms, offering customizable portfolio solutions with ongoing monitoring and rebalancing.

Kevin Hampton is a financial advisor at Prospera Financial Services, Inc. based in St. Louis, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Saleeby and Associates and Cutter and Company Brokerage Inc. Prospera Financial Services, Inc. is a large adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base, including individuals, corporations, charitable entities, and retirement plans, offering various advisory and financial planning services through multiple platforms and customizable portfolio management.

Adam Kilker is a financial advisor with NWF Advisory Services Inc, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Royal Alliance Associates, Inc. and Premier Financial Partners, where he also provides fixed insurance products and assists with client accounts. Kilker operates out of St. Louis, MO, offering financial planning services through NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, with additional services including retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of discretionary and non-discretionary account programs through an open-architecture Wealth Management Platform.

Mason Barnett is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and has worked in advisory roles as well as in agricultural and service businesses, including a position at Harold Schmidt Tomato Farm and ownership of Fresh Start Power Washing LLC. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture approach that blends proprietary models, individual advisor portfolio construction, and outsourced managers. The firm offers management across various asset classes and uses fundamental and technical analysis to align portfolios with clients’ objectives and risk tolerances.

Jerod Bland is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and involvement with The Chamberlin Group, where he provides insurance, annuity solutions, and administrative support for estate planning. Bland also conducts financial literacy seminars through the local chapter of the American Financial Education Alliance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Joshua Willbrand is a CFP® with seven years of industry experience, currently serving as a financial advisor at Krilogy in St. Louis, MO. He has been with Krilogy Financial since 2019 and previously worked at Missouri State University. Krilogy serves a diverse range of clients including high-net-worth individuals, corporate and institutional investors, and family offices, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment philosophy with tactical flexibility and utilizes both active and passive strategies along with advanced operational tools including AI-enabled meeting transcription.

Matthew Tooley is a financial advisor with LexAurum Advisors, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and its affiliates from 2008 to 2020. Outside of his advisory work, Tooley coaches youth volleyball for the Parkway Lightning Volleyball Club. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios based on modern portfolio theory, complemented by fundamental, market-trend, and economic-cycle analysis.

Timothy Haehnel is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RubinBrown Advisors and Vanderbilt University, as well as an academic appointment at St. Louis University. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm emphasizes strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware practices and technology to support financial planning.

Steven Wisniewski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. He holds a Series 66 registration and is based in St. Louis, MO. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and employs a strategic asset allocation approach using model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice.

Benjamin Klutenkamper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He has prior experience at Private Client Services, TAP Consulting, LLC, and LPL Financial. Outside of his advisory role, he provides tutoring for licensing and CFP exams through Varsity Tutors. Summit Financial, LLC is an SEC-registered multi-team advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm providing discretionary portfolio management and advisory services to 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, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.