Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Steven Grigone is a CFP® professional with five years of industry experience, currently serving as an advisor at Krilogy in Saint Louis, MO. He previously worked at Parkside Financial Bank for eight years before joining Krilogy in 2020. 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, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Christopher O'Connell is a financial advisor at Huntleigh Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved in both investment advisory roles and legal practice, operating the O'Connell Law Firm as an attorney since 1996. He also serves as general counsel for K. W. Chambers & Co. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, sub-advisory services, and a specialized MindShare strategy that combines fundamental, technical, cyclical, and quantitative analysis for small- and micro-cap growth.

Curtis Shillingsford is a financial advisor at Summit Financial, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Private Client Services, Tap Consulting LLC dba Genex Consulting, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate various client needs.

Steven Owens Jr. is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63, 65, and 66 designations with nine years of industry experience. His prior work includes roles at TIAA-CREF, Pinnacle Technical Resources, and Wells Fargo Clearing. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach, uses documented Investment Policy Statements, and offers discretionary and non-discretionary management, as well as third-party manager due diligence and tax-aware portfolio strategies.

Mark Minton is a financial advisor at Cornerstone Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his advisory role, he is involved with Comprehensive Benefits LLC, an insurance agency that sells Medicare-related plans. Cornerstone Wealth Management serves a broad client base including individuals, trusts, 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.

Rebecca Dollens is a financial advisor at Acropolis Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Acropolis, she was involved with St. Patrick Catholic Church for six years and operated Rebecca Stoehner LLC for five years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework using long-term data to construct diversified portfolios that emphasize tax efficiency and low turnover.

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.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

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.