Megan Miener is a financial advisor at FYRA Capital Management with seven years of industry experience. She holds a Series 65 designation and has previously worked at Pineridge Advisors, LLC, AE Wealth Management, LLC, and Heise Advisory Group. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds using fundamental, quantitative, and technical analysis combined with model and third-party managers.

Lori Turner is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Cambridge Investment Research Advisors for 20 years and has been with Axius Financial since 2016. Axius Advisors LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, with investment portfolios primarily composed of mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Kaplan has been with Cornerstone Wealth Management since 2012 and also affiliated with LPL Financial since 2009. Outside of advising, he serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a blend of fundamental, quantitative, and qualitative analyses with ongoing account supervision and utilizes multiple advisory programs and platforms to support a large and diverse client base.

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. 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 multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. 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, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Suresh Fernando is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Creative Financial Designs, Inc. and has been with Pathfinder Financial Advocates since 2014. Fernando is also involved in independent insurance sales and serves as President of Pathfinder Financial Advocates, LLC. Creative Financial Designs, Inc. provides investment management and financial planning services to individual clients, charitable organizations, businesses, and retirement plans. The firm employs a model-driven investment approach that incorporates third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing arrangements and specialized management programs.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Robert Blattel is a CFP® with 35 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously spent 35 years at Cutter & Company, Inc. Outside of his advisory work, he is involved with the International Brotherhood of Magicians, serving on their investment committee. 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 across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.

Dale Huber is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Planning Corporation before joining Cornerstone and LPL Financial in 2017. Outside of advisory services, he is involved in tax preparation and accounting through related business activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management and financial planning. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental and quantitative analysis with continuous account supervision to tailor investment advice to client goals.

Patrick Ritter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Core Planning in Ofallon, MO. He has held positions at firms including Kemper, Krilogy, Compass Retirement Solutions, Wells Fargo, and Fiduciary Advisors, Inc. In addition to his advisory role, he works as a talent development consultant with Kemper. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Scott Blattel is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prospera since 2025, alongside running Blattel and Associates since 2000. Outside of advising, he is involved in offering term insurance products through Blattel and Associates. 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 across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Dawn Abernathy is a CFP® and holds a Series 66 license, currently affiliated with Core Planning, where she has worked since 2024. She has three years of industry experience and previously worked at firms including Wells Fargo, Edward Jones, Ellevest, and Compass Retirement Group. Outside of her advisory role, she owns Dawn C. Abernathy, LLC, which provides financial education workshops and software consulting. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm employs tailored investment strategies with ongoing reviews and uses third-party model portfolios and automated rebalancing tools in managing accounts.

Corey Gragg is a CFP® professional with 11 years of experience in financial advising. He is currently with AlphaCore Capital LLC and previously worked at Elk River Wealth Management, LLC and American Century Investment Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm focuses on comprehensive wealth planning and investment management, incorporating both traditional and alternative strategies, including private equity and private credit, and provides additional services such as tax preparation and ERISA retirement plan advisory.

Patrick Mcandrew is a financial advisor with Core Planning who holds Series 65 and Series 63 licenses and has 20 years of industry experience. He has worked at firms including LPL Financial, Minnesota Life, and currently serves as an insurance agent with Jackson & Jackson Insurance Agents & Brokers and McQueen Kalligan Insurance Services. In addition, Mcandrew has served in the U.S. Army Reserve since 1996 and holds the rank of Platoon Sergeant. Core Planning offers fee-only financial planning and wealth management services to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Lei Deng is a financial advisor with Core Planning in Saint Louis, MO, holding CFP® and CFA® designations and the Series 66 license. He has 10 years of industry experience, including prior roles at Edward Jones and Origin Planner Network. In addition to his work at Core Planning, Deng provides financial planning services remotely for tech workers through an independent contractor relationship with Origin Financial. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Ryan Gill is a financial advisor with ON Investment Management Company, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior work includes roles at Mutual of America Securities Corporation and Ohio National Financial Services. He also operates St. Charles Financial Services, LLC, a brokerage business focused on life insurance, annuities, and retirement planning. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and combines advisory services with ongoing broker-dealer activity through its dual-registration model.