Krystal Proctor is a financial advisor at Argent Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Argent Capital Management since 2016. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals with discretionary domestic equity portfolio management through a team-based, collaborative investment process focused on concentrated, low-turnover portfolios of high-quality businesses.

Joshua Statler is a CFP® with 12 years of industry experience currently affiliated with Krilogy. His prior work includes roles at Focus Partners Wealth, Great Point Capital, 25 Financial, Arete Wealth Management, Arete Wealth Advisors, and Larson Financial Group. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customizable portfolios, and specialized services such as family office support and sub-advisory model licensing.

Wajeehuddin Siddiqui is a financial advisor at St. Bernard Financial Services, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at St. Bernard since 2017, following prior roles at Wilbanks Securities and Cabot Lodge Securities. Outside of his advisory work, Siddiqui is involved in insurance sales through Midwestern Financial Center, LLC, focusing on property and casualty, life, and health insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure and maintains collaborative client relationships with limited discretionary authority.

Samantha Dombek is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Her background includes roles at Reinsurance Group of America and BKD, LLP prior to joining Plancorp. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans by offering wealth management, financial planning, 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 across various securities, with both discretionary and non-discretionary management options available.

Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cutter and Company Brokerage Inc and B. Riley Wealth Management. He is also the sole member of Norman Wealth Advisory LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Drew Geldbach is a financial advisor with Visionary Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at LPL Financial LLC and has been affiliated with RFG Advisory and Private Client Services during his career. Geldbach is also the owner of DRG Wealth Management, a personal entity for tax purposes. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis with an asset allocation framework based on Modern Portfolio Theory, offering both firm-designed and independent third-party managed model portfolios.

Jack Hessi is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO. He holds a Series 66 designation and has been with Huntleigh Advisors and its affiliated Huntleigh Securities Corporation since 2025. Prior to joining the firm, he worked in various roles including at Mallinckrodt Pharmaceuticals and Jimmy John’s. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management along with specialized strategies such as the MindShare small- and micro-cap growth program. The firm utilizes model portfolios reviewed quarterly, combining fundamental, technical, cyclical, and quantitative analysis across its strategies.

Greg Overschmidt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Huntleigh Securities Corporation since 2009 and K. W. Chambers & Co. since 1992. Outside of his advisory role, he is involved in several non-investment related business ventures including part ownership in a cattle ranch and managing real estate activities. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, retirement plan services, and third-party manager solicitation. The firm offers both model portfolios and customized management, featuring a MindShare Small Companies program that integrates investor sentiment and fundamental research across micro-, small-, and mid-cap equities.

Ted Mcnulty Sr. is a CFP® professional with 11 years of industry experience, currently serving at Visionary Wealth Advisors, LLC since 2020. Prior to that, he worked for 12 years at Parkside Financial. He holds Series 63 and Series 65 licenses. 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 combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed model portfolios.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Passport Wealth Management and XYPN Invest. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, utilizing a primarily passive investment approach grounded in modern portfolio theory. The firm is notable for its fixed advisory fee structure and selective use of specialized strategies such as long/short direct indexing implemented through outside managers.

Scott Peterson is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Financial & Tax Architects in 2019. In addition to his advisory role, he operates as an independent insurance agent offering a range of insurance products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Joel Camba is a financial advisor at Krilogy with a Series 65 designation and one year of industry experience. His prior work includes roles at RubinBrown LLP, Faith Investor Services, US RSM LLP, Anders LLP, and St. Louis University. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm follows a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with specialized services such as tax-aware long/short equity SMAs and private alternative funds.

Grant Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, NYLIFE Securities LLC, New York Life Insurance Co., UBS, and the University of Mississippi. 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 advisor-led discretionary management alongside LPL-sponsored programs and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

John Ronston is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Edward Jones, Wells Fargo Advisors, Wachovia Securities, Chevy Chase Financial Services, and Merrill. He currently serves as Vice President of Investment Implementation at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other securities.

Christopher Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acropolis since 2002. 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, combining individual securities, mutual funds, and ETFs with rigorous risk/return modeling and security-level analysis.

Nicholas Miskov is a financial advisor at Visionary Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. from 2011 to 2022. Outside of advising, he serves as president and secretary of Granico GP, Inc. and is involved with Granico, LP and LHF GP, Inc. in non-investment related roles. 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 combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers discretionary and non-discretionary investment management alongside financial planning and consulting services.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked with Stifel Independent Advisors since 2009 and has been affiliated with Stifel in various capacities since 1978. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, providing brokerage and investment advisory services tailored through a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.

Stewart Deutsch Jr. is a CFP® professional with 31 years of industry experience, currently serving at Smith, Moore & Co. since 2003. He is involved in several community and educational roles, including serving as board president for Covenant House and as an adjunct lecturer at Washington University. He also participates in advisory and committee roles with the University of Missouri, the Jewish Federation of St. Louis, and the St. Louis Regional Chamber & Growth Association. Smith, Moore & Co. provides portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a multi-team approach with about 50 advisors managing approximately $2.0 billion in assets, offering both advisor-managed accounts and third-party manager solutions.