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Debra M

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Debra Mesle is a financial advisor at Huntleigh Advisors, Inc. with 48 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 employs a distinctive MindShare Small Companies program that combines investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gregory B

Series 63, Series 65

Clayton, MO

Smith, Moore & Co.

Gregory Bray is a financial advisor at Smith, Moore & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2015. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance services at the same office location. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors and manages around $2.0 billion in client assets through a combination of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Sean W

Series 66

Ballwin, MO

Principal Advised Services

Sean Wiegert is a financial advisor with Principal Advised Services in Ballwin, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and Wells Fargo Clearing Services. Wiegert also serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models to provide both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm is affiliated with the Principal Financial Group family, enabling integrated access to proprietary funds, bank products, and affiliated trading services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Pamela J

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Pamela Johnston is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. She has been with Huntleigh Securities Corporation since 1986. Johnston holds Series 63 and Series 66 designations. Outside of her advisory role, she owns Johnston Consulting, LLC, which is involved in life and health insurance sales on a limited basis. 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, ERISA retirement-plan services, sub-advisory arrangements, and employs a distinctive MindShare Small Companies program that integrates investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Logan F

CFP®, CFA®, Series 63

Clayton, MO

Argent Capital Management LLC

Logan Finerty is a CFP® and CFA® with 11 years of industry experience. He is currently with Argent Capital Management LLC and has previously worked at Moneta Group Investment Advisors. Finerty holds a Series 63 license and has been affiliated with Argent since 2012. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management emphasizing concentrated, low-turnover portfolios of high-quality, enduring businesses.

Active portfolio management Concentrated stock management
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Joseph M

CFP®, Series 63, Series 66

St. Louis, MO

RubinBrown Advisors LLC

Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Adam M

Series 63, Series 66

St. Louis, MO

Stifel Independent Advisors, LLC

Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.

General retirement planning Income planning Wealth management
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Sakis S

CFP®, Series 63, Series 65, Series 66

Chesterfield, MO

Acropolis Investment Management

Sakis Salas is a CFP® professional with 23 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2006. He holds Series 63, 65, and 66 licenses. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm providing discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm utilizes a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Giovanni F

Series 65

St. Louis, MO

Foundations Investment Advisors LLC

Giovanni Ferrara is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding a Series 65 designation and two years of industry experience. His prior roles include positions with The Chamberlin Group, C2P Capital Advisory Group, and RJR Partners. He also provides insurance and non-legal estate planning administrative services as an independent insurance agent. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Michael D

CFP®

Saint Louis, MO

Plancorp, LLC

Michael Dempsey is a CFP® professional at Plancorp, LLC with six years of industry experience. Prior to joining Plancorp in 2022, he worked at BWTP PC for five years and PricewaterhouseCoopers for three years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management while incorporating tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Krystal P

Series 65

Clayton, MO

Argent Capital Management LLC

Krystal Proctor is a financial advisor at Argent Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Argent Capital Management since 2016. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals with discretionary domestic equity portfolio management through a team-based, collaborative investment process focused on concentrated, low-turnover portfolios of high-quality businesses.

Active portfolio management Concentrated stock management
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Joshua S

CFP®, Series 66

St. Louis, MO

Krilogy

Joshua Statler is a CFP® with 12 years of industry experience currently affiliated with Krilogy. His prior work includes roles at Focus Partners Wealth, Great Point Capital, 25 Financial, Arete Wealth Management, Arete Wealth Advisors, and Larson Financial Group. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customizable portfolios, and specialized services such as family office support and sub-advisory model licensing.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Wajeehuddin S

Series 63, Series 65

St Louis, MO

St. Bernard Financial Services, Inc.

Wajeehuddin Siddiqui is a financial advisor at St. Bernard Financial Services, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at St. Bernard since 2017, following prior roles at Wilbanks Securities and Cabot Lodge Securities. Outside of his advisory work, Siddiqui is involved in insurance sales through Midwestern Financial Center, LLC, focusing on property and casualty, life, and health insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure and maintains collaborative client relationships with limited discretionary authority.

Annuities Wealth management
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Samantha D

CFP®, Series 65

Saint Louis, MO

Plancorp, LLC

Samantha Dombek is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Her background includes roles at Reinsurance Group of America and BKD, LLP prior to joining Plancorp. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans by offering wealth management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation across various securities, with both discretionary and non-discretionary management options available.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Anthony H

Series 66

St. Louis, MO

Visionary Wealth Advisors, LLC

Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. Visionary Wealth Advisors provides 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 with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Robert N

Series 63, Series 65

Ballwin, MO

Prospera Financial Services, inc.

Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He previously worked for nine years at Cutter and Company Brokerage Inc. Norman holds Series 63 and Series 65 licenses. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base, including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers various investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Drew G

Series 66

St. Louis, MO

Visionary Wealth Advisors, LLC

Drew Geldbach is a financial advisor with Visionary Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at LPL Financial LLC and has been affiliated with RFG Advisory and Private Client Services during his career. Geldbach is also the owner of DRG Wealth Management, a personal entity for tax purposes. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis with an asset allocation framework based on Modern Portfolio Theory, offering both firm-designed and independent third-party managed model portfolios.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Jack H

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

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.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Greg O

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

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.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ted M

CFP®, Series 63, Series 65

St. Louis, MO

Visionary Wealth Advisors, LLC

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.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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