David Malone is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Blackridge since 2016 and is also associated with Peak Brokerage Services. Outside of his advisory work, Malone owns Retirement Solutions, LLC, which provides estate and insurance planning services, and serves on multiple nonprofit boards and advisory committees, including Christian Hospital BJC, Saint Louis Crisis Nursery, and USO, Inc. Blackridge Asset Management offers financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes model-based portfolio management and various third-party manager arrangements, delivering services via an online platform and maintaining affiliated relationships with broker-dealers and insurance licensing.

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.

Brian Shapiro is a financial advisor at Forum Financial Management, LP with 22 years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Forum Financial Management in 2019. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing them with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

John Head is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds the Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business specializing in collectible items. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed portfolios.

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.

Stan Kovarik is a Series 65-credentialed financial advisor with Core Planning, bringing five years of industry experience. His prior work includes roles at Joe Kaufman Insurance Agency and Shane Riffel Insurance Agency, alongside experience at UPS and the City of St. Paul, Missouri. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools combined with tailored investment strategies based on client risk tolerance and objectives.

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 15 years of industry experience. She has worked at Acropolis Investment Management since 2011, including the current entity since 2020. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data to construct diversified portfolios focused on tax efficiency and low turnover, and it maintains a specialized retirement practice for union workplaces.

Isaac Schreckenberg is a financial advisor at RubinBrown Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked at RubinBrown Advisors and RubinBrown LLP since 2024, with prior roles including Ameriprise Financial and Kennedy Capital Management. Outside of advising, his background includes experience at Illinois State University Career Services and entrepreneurial work with Brite Worx Car Washery. RubinBrown Advisors, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, managing approximately $3.86 billion in assets. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools in its financial planning process.

Heather Burke is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. She has been with Acropolis since 2022 following a nine-year break from employment. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by both commercial and academic data to build diversified portfolios emphasizing tax efficiency and low turnover.

Joleen Scharenbroch is a CFP® professional at Plancorp, LLC with 28 years of industry experience. She has worked at Plancorp since 2017, with prior roles at PNC Bank and PNC Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, financial planning, pension consulting, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach and maintains ongoing portfolio management with discretionary and non-discretionary options.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Cutter and Company for nine years and Loomis for one year before joining Prospera. Prospera Financial Services, Inc. is a multi-team firm that serves a diverse client base, including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable strategies.

Kevin Reynolds is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Krilogy Financial, LLC since 2014. He also has a long-standing role at Life Time Fitness beginning in 2009. Outside of his advisory work, Reynolds receives referral fees for group health business through an agreement with the Cornerstone Group. 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, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Gary Breneman is a financial advisor at Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which publishes tax reference books, and he serves as treasurer on several nonprofit boards including Gifts of Love International and Woods Mill Professional Campus. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and institutional clients. The firm manages approximately $3.1 billion in assets, employing a modern portfolio theory approach primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Dean Millonas is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also has a longstanding affiliation with LPL Financial since 2010. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a combination of fundamental, quantitative, and qualitative analysis with tailored account supervision, offering services through multiple advisory programs and ERISA-compliant retirement consulting.

Allison Wimer is a financial advisor at Krilogy with four years of industry experience. She holds a Series 66 designation and has previously worked at Clayton Financial Group and Axa Advisors. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm utilizes a long-term investment philosophy led by an internal committee and offers a range of services such as portfolio management, financial planning, and family office support.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cutter & Company, Inc. for 33 years before joining Prospera in 2025. Prospera Financial Services, Inc. is a multi-team firm that serves individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

Alan Simms is a financial advisor at Mutual Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2018, following a 16-year tenure at First Heartland Capital Inc. Outside of his advisory role, Simms operates an independent insurance agency and works as a nurse anesthetist. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Michael Bean II is a CFA® charterholder with five years of industry experience. He has been with RubinBrown Advisors LLC since 2020 and is also affiliated with Rubinbrown LLP since 2017. Prior to this, he worked at FerrellGas for one year. 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 utilizes strategic asset allocation through model portfolios of mutual funds and ETFs, offers both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools into its financial planning process.

Kenneth Crawford is a Series 65 licensed advisor with Argent Capital Management LLC in St. Louis, Missouri, where he has worked since 2002. He has 22 years of industry experience. Argent Capital Management provides investment advisory services to endowments, foundations, pension funds, investment companies, and high net worth individuals. The firm employs a team-based investment process focused on concentrated, low-turnover portfolios of high-quality companies and manages various separately managed domestic equity strategies as well as investment company vehicles including a collective fund and ETF.