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.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Passport Wealth Management and XYPN Invest. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, utilizing a primarily passive investment approach grounded in modern portfolio theory. The firm is notable for its fixed advisory fee structure and selective use of specialized strategies such as long/short direct indexing implemented through outside managers.

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 with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Edward Jones, Wells Fargo Advisors, Wachovia Securities, Chevy Chase Financial Services, and Merrill. He currently serves as Vice President of Investment Implementation at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other securities.

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.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked with Stifel Independent Advisors since 2009 and has been affiliated with Stifel in various capacities since 1978. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, providing brokerage and investment advisory services tailored through a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.

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 with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Wells Fargo Clearing Services prior to joining Huntleigh. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

Brian Price is a CFA® charterholder and Series 65-licensed advisor with three years of industry experience. He has worked at Octavia Wealth Advisors LLC since 2021 and previously held positions at Charter Communications, Hussmann Corporation, Xavier University, and The Men's Wearhouse. Octavia Wealth Advisors LLC is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies and specialized retirement plan advisory and trust administration services.

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.