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.

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 at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, offering customized portfolios primarily using ETFs, mutual funds, and various other investment vehicles with a long-term approach.

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.

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.

Daniel Lecure is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co., LPL Financial Corporation, and Mutual Service Corporation. Outside of advising, he owns and operates Lecure & Associates LLC, a tax preparation, accounting, and bookkeeping business. 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 a distinctive MindShare Small Companies program that combines investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.

Stephen Eifler is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor at Krilogy Financial LLC and has previously worked at firms including Saxony Securities Inc, Syntegra Private Wealth Group LLC, and MassMutual. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery through Krilogy Portfolio Services. Its investment approach combines quantitative, qualitative, and fundamental analysis with advisor-led risk profiling, managed through an Investment Committee and CIO-led process.

Brian Grubb is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Huntleigh Advisors, he worked at Wells Fargo Clearing Services for several years and has experience at Algonquin Golf Club. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that offers discretionary and non-discretionary asset management, retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm utilizes a variety of investment approaches, including its MindShare Small Companies program, which combines investor-sentiment charting and fundamental research to target micro-, small-, and mid-cap equities.

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2018 before joining Kestra in 2018. Outside of her advisory role, she is the sole member owner of a general contracting business and serves as the fundraising coordinator for the Daniel Boone PTO. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.

Thomas Elder is a CFP® with nine years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC since 2024. His prior roles include five years at Compass Retirement Solutions and two years at Synergy Wealth Solutions. Outside of his advisory work, he is president of Elderwise Consulting LLC, a sales training consulting business, and author of a book on sales training program design. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

David Malone is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 credential and 24 years of industry experience. He has been with Blackridge since 2016 and concurrently works with Peak Brokerage Services, LLC. Outside of his advisory roles, Malone is involved in nonprofit organizations, serving as a director at Christian Hospital BJC and as an advisory board member for the Saint Louis Crisis Nursery and USO, Inc. He also owns Retirement Solutions, LLC, which provides insurance planning services, and leads Malone Integration Group, LLC, offering financial and insurance consulting to tax professionals. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to third-party money managers and model portfolios, using tailored asset allocation strategies supported by vendor analytics and ongoing due diligence of sub-managers.

Kelly Stilts is a Series 65-licensed advisor at Arax Advisory Partners with one year of experience in the financial advisory industry. Prior to joining Arax, Stilts held various roles at Centene Corporation from 2011 to 2023 and has been involved with 1st Phorm since 2024. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives. The firm is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Michael Mcclellan is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with Huntleigh Securities Corporation since 2003. Huntleigh Advisors serves individual clients, 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 small- and micro-cap strategy that combines fundamental research with investor sentiment analysis and charting.

Elizabeth Connelly is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has worked at Saxony Securities Inc since 2014 and Krilogy Financial LLC since 2013. Outside of advisory work, she is licensed as an insurance agent involved in non-variable insurance sales. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed investment options.

Lauren Kingsten is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Acropolis Investment Management, LLC since 2011, including its predecessor entity, and is currently based in Chesterfield, MO. Acropolis Investment Management, LLC 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.