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 at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Huntleigh Advisors, he worked at Wells Fargo Clearing Services for several years and has experience at Algonquin Golf Club. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that offers discretionary and non-discretionary asset management, retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm utilizes a variety of investment approaches, including its MindShare Small Companies program, which combines investor-sentiment charting and fundamental research to target micro-, small-, and mid-cap equities.

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2018 before joining Kestra in 2018. Outside of her advisory role, she is the sole member owner of a general contracting business and serves as the fundraising coordinator for the Daniel Boone PTO. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.

Thomas Elder is a CFP® with nine years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC since 2024. His prior roles include five years at Compass Retirement Solutions and two years at Synergy Wealth Solutions. Outside of his advisory work, he is president of Elderwise Consulting LLC, a sales training consulting business, and author of a book on sales training program design. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers 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.

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 21 years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Asset Management, LLC from 2008 to 2019 before joining Forum Financial Management. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

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.

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 14 years of industry experience. She has been with Acropolis Investment Management, LLC since 2011, including its predecessor entity, and is currently based in Chesterfield, MO. Acropolis Investment Management, LLC 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 mix of equities, bonds, mutual funds, and ETFs.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. He has held prior roles at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. Outside of his advisory work, he owns and manages two businesses focused on tax preparation, consulting, and insurance services. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring strategies to client objectives and risk tolerance while conducting due diligence and monitoring on third-party managers and sub-advisors.

Isaac Schreckenberg is a financial advisor with RubinBrown Advisors LLC and holds a Series 65 designation. He has been with RubinBrown Advisors and its related entities since 2024 and has prior experience at Ameriprise Financial and Kennedy Capital Management. Outside of finance, he has worked in university career services and campus recreation. RubinBrown Advisors, LLC serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and combines discretionary and non-discretionary management approaches, with a significant focus on tax-aware financial planning and the use of technology to support its services.

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.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. Lynn has been with Saxony Capital Management since 2008 and previously worked at Patrick Capital Markets, LLC from 2012 to 2021. Outside of advisory work, Lynn is involved with a food industry business, Fuzzy Logic LLC, as a food vendor and service provider. Saxony Capital Management provides portfolio management and financial planning 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 and offers discretionary asset management, financial planning, and consulting services utilizing a range of investment approaches including fundamental, technical, and quantitative strategies.