Scott Nolen is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and C2P Capital Advisory Group, LLC, among others. He serves as an examination board member for the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance to address financial illiteracy. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients, offering 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.

Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at Summit X, LLC for nine years. Outside of his advisory role, he serves as secretary of Summit Bancshares, Inc., a bank holding company, and manages a residential property in a college town. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

I desire to simplify stock options and personal finance topics. My core belief is that money is a tool that can facilitate spending your time doing what you love, with who you love. I specialize in serving individuals in their 30's and 40's who hold stock options in a pre-IPO company. Together we navigate the nuances of equity compensation, manage the risks you're exposed to along the way, and provide a clarity for how a financial windfall can provide new opportunities for you & your family. Our relationship begins with understanding what you value, who is most important to you, how you desire to spend your time, and what challenges you're currently facing. I aim to create a safe space to ask questions and distill an actionable roadmap to guide you on a path for using your money to live a good life today and in the future. Interested in seeing what an advisory relationship could look like? I'd love the opportunity to meet you & see how I can be of help!

John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. 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 employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Brian Bachelier is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Voleta Advisors LLC and Scottrade, Inc. Outside of his advisory work, he owns Brian's Jerky, LLC, a business producing and selling fresh smoked beef jerky online and at farmer's markets, and serves as a trustee for the Arbor Haven Home Owners Association. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans using a combination of passive and active investment strategies tailored to client objectives.

Michael Weisman is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. In addition to his advisory work, he is an independent insurance agent and president of Vicus Financial Advisors, LLC, where he engages in financial planning and insurance services. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a team of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

James Curran is a financial advisor at Wealth Management in St. Louis, MO, holding the PFS™ and Series 65 credentials with 15 years of industry experience. He has worked at firms including Smith Patrick LLC and Sfc Financial, LLC. Outside of advising, he works as an accountant at Smith Patrick LLC, focusing on tax and management responsibilities. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm emphasizes a passive investment approach using no-load mutual funds and ETFs, guided by Modern Portfolio Theory, and provides fiduciary retirement-plan services as well as back-office support to other advisers.

Amy Brody is a financial advisor at Smith, Moore & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm combines advisor-managed accounts with third-party manager arrangements and employs both fundamental and technical analysis in its investment approach.

Samuel Streb is a financial advisor with Krilogy in St. Louis, MO, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and investment services, as well as experience with other advisory firms. Outside of finance, he has worked in the hospitality sector at Katies Pizza and Pasta Osteria and in residential construction with McBride Homes. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement consulting, and family office services.

Steven Finerty is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Argent Capital Management LLC since 1998 and also maintains concurrent roles with Moneta Group, LLC and associated entities since 2005. Argent Capital Management is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management, utilizing a team-based approach focused on concentrated, low-turnover portfolios of high-quality, enduring businesses.

Mark Kukielski is a Series 65-licensed advisor with Financial & Tax Architects, LLC in St. Louis, MO, and has eight years of industry experience. He has worked with FTA Insurance Services, LLC and Financial & Tax Architects, Inc. since 2017 and previously spent eight years at American Income Life. Kukielski also conducts fixed insurance sales as an insurance agent on a limited basis. 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 exchange-traded funds, individual securities, and trend-aware rebalancing, with customized allocations across risk profiles and a notable sub-advisory business serving other registered investment advisers.

Willem Schilpzand is a CFA® charterholder with 12 years of industry experience. He is currently with ACR Alpine Capital Research, LLC and has been with Alpine Investment Management LLC since 2010. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies, managing both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Timothy Hanser is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 12 years of industry experience. He has worked at Clayton Financial Group, LLC since 2018 and previously at Buckingham Asset Management, LLC from 2013 to 2018. He holds a Series 65 designation. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at RFG Advisory since 2017 and has prior experience with firms including Waddell & Reed Inc. Outside of his advisory role, he serves as Boys Athletic Director for the Celtic Athletic Ministry Board, overseeing policies and facilities for sports programs at St. Patrick School. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a range of investment strategies, including actively managed and passive models, direct indexing, and tax-aware approaches, and provides services such as portfolio management, financial planning, and alternative investments.

Jeremiah Skaggs is an investment adviser representative with Foundations Investment Advisors LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Anheuser Busch. He is involved with the local chapter of the American Financial Education Alliance, conducting seminars to address financial illiteracy. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. 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 a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.

Bryce Beck is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He has been with Visionary Wealth Advisors since 2025 and previously worked at Peace Haven and CedarS CampS. His background includes roles in education at Principia Upper High School and studies at Saint Louis University. 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 investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Thomas Gummersbach is a financial advisor at Huntleigh Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has been associated with Huntleigh Securities Corporation since 2005. 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 sub-advisory arrangements. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.