Sherri Kramer is a financial advisor with Stifel Independent Advisors, LLC who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Stifel Independent Advisors since 2006 and also has prior experience at Keefe, Bruyette & Woods, Inc. since 2019. Kramer is based in St. Louis, MO. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations.

Chad Hemphill is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including LPL Financial and Panoptic Wealth Advocates. Outside of his advisory work, he is involved in a tax consulting business and a real estate development company. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services, and provides financial planning, retirement plan advisory, and access to alternative investments.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.

David Brandon is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brookstone Wealth Advisor and Aul Financial Group, LLC. Outside of his advisory role, he is involved with Aul Insurance Group, LLC, assisting advisors with client support and insurance quote requests. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform supported by a third-party services provider.

Kayla Nieman is a Series 66-licensed financial advisor at Arax Advisory Partners with 23 years of industry experience. She previously worked at Summit X, LLC for nine years prior to joining Arax in 2025. Outside of her advisory role, she serves as treasurer for Girl Scouts of Eastern Missouri, Troop 98. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Amanda Mertens is a financial advisor at Acropolis Investment Management, L.L.C. with five years of industry experience. She has been with Acropolis since 2019 and previously worked at Commerce Bank from 2014 to 2019. 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.

Dennis Hennessy is a financial advisor with Mutual Advisors, LLC who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at First Heartland Capital, Inc. for 23 years before joining Mutual Advisors and Mutual Securities in 2017. He serves on the board of the St. Louis Blues 14 Fund, a nonprofit organization. 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 plans using a combination of passive and active investment strategies tailored to client objectives.

Thomas Ponce is a financial advisor at Krilogy with four years of industry experience and holds the Series 65 designation. Prior to joining Krilogy, he worked at Foundations Investment Advisors, The Chamberlin Group, C2P Capital Advisory Group, and Slagle Financial. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars to address financial illiteracy. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, retirement consulting, and family office services. The firm employs a long-term investment philosophy with tactical flexibility and utilizes both active and passive strategies, alongside specialized approaches such as tax-aware long/short equity SMAs.

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. 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 utilizes a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

Amy Dinges is a financial advisor at MissionSquare Retirement with seven years of industry experience. She holds the Series 66 designation and has worked at Icma Rc since 2018, following a four-year tenure at PayCheck. Outside of advisory work, she is employed as a shopper for Shipt. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through online, mail, telephone, and in-person channels exclusively within MissionSquare-administered accounts.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 20 years of industry experience. He holds a Series 66 designation and has worked at Visionary Wealth Advisors since 2019, as well as Sterling Capital Management since 2004. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Deanna Orf is a CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience, currently serving at Plancorp, LLC. Her prior roles include positions at Impact Partnership Wealth, Aul Financial Group, and Retirement Wealth Advisors. Orf has also been involved with NAMI St. Louis. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans with comprehensive wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and incorporates tax-aware strategies, discretionary and non-discretionary management, and ongoing fiduciary certification.

Robert Chorlins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Savvy since 2026. His prior experience includes roles at MAI Capital Management, LLC and Greenway Family Office, where he worked for six and ten years respectively. Chorlins is also a licensed insurance agent. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans combined with active equity portfolios and tax-aware strategies, leveraging technology and third-party sub-advisers to support comprehensive wealth management.

Julia Ravensberg is a Series 66-licensed financial advisor with CreativeOne Securities, LLC, bringing four years of industry experience. She previously worked at RZA Wealth Management and spent five years as a homemaker. Outside of her advisory role, she is involved with Ravensberg, LLC, a construction-related business where she serves as a payroll associate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm offers a combination of financial planning, portfolio management, fiduciary services, and access to third-party manager programs, utilizing project-based planning and ongoing asset management via its proprietary platform.

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

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.