Brian Hayes is a financial advisor with The Mather Group, LLC in Clayton, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Mather Group since 2019 and has prior experience at Financial Engines Advisors L.L.C. and Edelman Financial Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and custom portfolio options, incorporating AI and machine-learning tools alongside human oversight.

Ryan Klump is a financial advisor at Saxony Capital Management, LLC, holding the Series 66 designation with 22 years of industry experience. He has worked at Saxony Capital Management since 2004 and has also been affiliated with Patrick Capital Markets, LLC during multiple periods. Klump serves as a partner/shareholder in several holding companies connected to his firm and participates as an advisory board member for a local bank. 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, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, employing a range of investment strategies and third-party manager due diligence.

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. 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, utilizing a combination of equities, bonds, mutual funds, and ETFs.

Brandon Lochstampfor is a financial advisor at Larson Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Outside of his advisory work, he operates a separate financial advisor services firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily serving doctors, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted tools alongside human oversight.

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

Charles Dodson is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at J.A. GLYNN Investments LLC for 14 years and has been with Stifel since 2022. Outside of his advisory role, he serves as a committeeman for the St Francois County Republican Central Committee. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach combines proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Andrew Claus is a Series 65-licensed advisor with Financial & Tax Architects, LLC, where he has worked since 2014. He is based in St. Louis, MO, and has 0 years of industry experience listed. 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 “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Daniel Teibel is a financial advisor at Krilogy with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Enterprise Holdings for eleven years. Teibel also provides variable annuity brokerage services as an independent contractor with Saxony Securities. 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, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Charles Dambach is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the Series 65 designation with 11 years of industry experience. He has been with Plancorp since 2014. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various securities, offering both discretionary and non-discretionary management.

William Kallaos Jr. is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at RFG Advisory Group, LLC and Four Seasons Wealth Management. He serves as trustee for his own grantor trust. 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 combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment solutions, emphasizing tailored advice, continuous account supervision, and integration of in-house and third-party portfolio management.

Geoffrey Bright Jr. is a financial advisor at Stifel Independent Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several Stifel entities since 2003, including Stifel Nicolaus and Company and Century Securities Associates. Mr. Bright serves as an arbitrator for FINRA and is a member of the Susan G. Komen Missouri & Kansas Board of Directors. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm’s approach integrates proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Ryan Trenz is a Series 66-licensed financial advisor with Principal Advised Services, bringing eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group, leveraging affiliations with multiple entities to deliver integrated solutions.

Leo Fiordelisi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Huntleigh Securities Corporation as well as in various roles outside the financial sector, including at My House and Llywelyn's. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolios, and specialized small- and micro-cap strategies through its MindShare program. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis across its investment offerings.

Dean Williams is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Smith, Moore & Co. since 2008. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, with a diverse investment approach that includes stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Jeffrey Skornia is a financial advisor at Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Krilogy since 2013. Outside of his advisory role, he is involved in a family business that funds inventory financing for Red Label Accessories LLC. 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 consulting, and family office services, utilizing a long-term investment approach with tactical overlays and a CIO-led process.

Matthew Ott is a financial advisor at Krilogy with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with firms including Huntleigh Advisors, Transamerica, and MassMutual Financial Group. Ott serves as a trustee for a neighborhood subdivision in St. Louis and is the sole owner of Elk Advisory Group, LLC, a third-party administrator for defined benefit and defined contribution plans. Krilogy serves a diverse client base including high-net-worth households, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, allowing tactical adjustments and a mix of active and passive strategies tailored to client needs.

John Gross is a financial advisor at Brookwood Investment Group with over 40 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at American Family Securities, LLC since 2001 and American Family Insurance since 1981. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for more than 3,100 clients. The firm offers a range of portfolio management, financial planning, and retirement-plan advisory services using both passive and active strategies tailored to client needs.

Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. 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 offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.