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 Series 65-licensed financial advisor at Krilogy with one year of industry experience. Prior to joining Krilogy, he held positions at Missouri National Education Association and Aldi, among others. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with flexible strategies and offers a range of services such as portfolio management, financial planning, and sub-advisory model licensing.

Joseph Maher is a financial advisor at ValMark Advisers, Inc. with Series 66 credentials and one year of industry experience. Prior to joining ValMark Advisers, he worked at Archford Capital Strategies, LLC and currently serves as a staff tax accountant at Archford Accounting in a non-advisory capacity. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, offering services through a network of advisory representatives and integrating proprietary and third-party platforms.

Anna Bertrand is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of advisory work, she is an insurance agent and also works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and retirement plan consulting. The firm delivers managed solutions primarily through platforms such as Envestnet and uses Pershing as its qualified custodian and broker-dealer.

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.

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013, with prior experience at the same firm and Missouri Valley Partners, Inc. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, implementing investments through strategic asset allocation using model portfolios and third-party programs.

Joseph Curtis is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Summit Wealth Strategies and BMO Harris Financial Advisors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach and combines in-house portfolio teams with external managers and alternative investments, supported by AI tools and third-party analytics.

Eric Horn is a CFP®-certified financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He has worked at Belpointe since 2023 and concurrently with Fruition Financial since 2013. Outside of his advisory work, Horn is involved in community activities, serving as treasurer for the St. Louis Men's Baseball League and managing a nonprofit athletic performance organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion in assets. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various advisor-specific strategies and third-party partnerships.

William Anderson is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2018. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of investment strategies including its MindShare Small Companies program, which combines investor-sentiment and charting analysis with fundamental research.

Kori Hemmann is a CFP® professional with eight years of experience at Plancorp, LLC and three years in the financial industry. Prior to joining Plancorp, Hemmann worked for ten years at R&W Builder's Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, 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, offering both discretionary and non-discretionary management.

Scott Biermann is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2017 and previously worked at First Heartland Capital. Outside of his advisory work, Biermann serves as managing member of Biermann Family Farms LLC and has been involved in nonprofit activities, including serving on the board of Friends of Kids With Cancer. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services that include asset management, financial planning, and ERISA plan advisory. The firm combines active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Madyson Tracy is a Series 66-licensed financial advisor at BFC PLANNING, Inc. in Manchester, MO, with nine years of industry experience. She has worked at firms including Cetera Wealth Services, Securian Financial Services, and Renaissance Financial. Tracy also has roles related to fixed insurance product sales and securities advisory through Renaissance Financial. 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 manages approximately $3.8 billion in assets through a network of independent adviser representatives using various program structures and investment strategies.

Brian Riggs is a CFP® professional with nine years of industry experience, currently serving at Plancorp, LLC. His prior roles include positions at Moneta Group Investment Advisors, The Colony Group, Buckingham Strategic Wealth, Fyra Capital Management, Calton & Associates, and Wamhoff Financial Planning. Plancorp serves individuals—including high-net-worth clients—trustees, business owners, charitable organizations, and retirement plans by providing wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm employs an investment approach grounded in Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Pamela Zell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2024. She previously worked at Crown Capital Securities for 20 years. Zell is a member of the finance committee for the Mitrata Nepal Foundation for Children, a nonprofit supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting services. The firm utilizes customized portfolios with a range of investment strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Steven Aul is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. Steven has held roles at several firms including Retirement Wealth Advisors Inc. and Aul Financial Group, LLC. Outside of advisory work, he is involved in educational presentations through the American Retirement Institute and operates a marketing company referring clients to Deferred Sales Trust attorneys. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services utilizing a broad network of affiliated entities and third-party providers.

Eric Wood is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Huntleigh Securities Corporation since 2009. Outside of his advisory role, Wood is involved in an insurance business selling life insurance and fixed annuities and is a part owner of a real estate venture in Isle of Capri, Florida. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and employs a combination of fundamental, technical, charting, and quantitative methods across its strategies, including a distinctive MindShare Small Companies program targeting micro-, small-, and mid-cap equities.

Cynthia Whitman is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cutter & Company, Inc. and Edward Jones. Outside of her advisory role, she volunteers with Great Pyrenees Rescue of Missouri and serves as a travel cruise escort during her personal time. Prospera Financial Services 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, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Mary Blackard is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Huntleigh Advisors since 2019, following a six-year tenure at Ameriprise Financial Services. In addition to her advisory role, she engages in fiduciary activities such as acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. 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, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program, which targets micro-, small-, and mid-cap equities using a mix of investor sentiment, charting analysis, and fundamental research.

Leslie Garrison is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. Prior to joining Cornerstone, Leslie worked at Buckingham Strategic Wealth from 2015 to 2018. Leslie has been associated with LPL Financial and Cornerstone Wealth Management since 2018. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led management and LPL-sponsored programs to tailor investment advice to client goals.