Amie Sheputis is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with RFG Advisory, LLC and Private Client Services, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Jeanine Devine is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with First Heartland Capital Inc since 2002 and has been involved in insurance sales through A. Jay Meier Insurance Agency Inc since 1993. Devine serves as president of the local chapter of the American Financial Education Alliance, a nonprofit focused on financial education. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Douglas Simms is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 credential and 18 years of industry experience. His work history includes roles at Huntleigh Advisors, Huntleigh Securities Corporation, National Planning Corporation, Datatex Investment Services, and K. W. Chambers & Co. Outside of his advisory work, Simms holds vice president positions in multiple companies involved in fixed insurance, wellness services, and brokerage administration. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolio programs, sub-advisory, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, with a specialized MindShare strategy focused on small- and micro-cap growth and a concentrated higher-turnover strategy.

Kevin Storm is a CFP® with 19 years of experience in financial advising and has been with Smith, Moore & Co. since 2006. He holds a Series 66 license and is also registered as an insurance agent. 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 about 50 advisors managing approximately $2.0 billion in assets, using both advisor-managed accounts and third-party manager arrangements.

Nicholas Romay is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Saxony Securities, Inc, he worked at the University of Missouri-Columbia and in the food service industry. Saxony Capital Management provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach with 38 advisors and uses diverse investment methods such as charting, fundamental and technical analysis, and allows for strategies including options and short-term trading.

William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.

Danial Green is a financial advisor at Mutual Advisors, LLC with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo Clearing Services LLC and Bankers Life and Casualty Company. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and selection of third-party money managers to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, offering a mix of active and passive strategies supported by third-party tools and unique servicing arrangements.

Richard Eckenrodt Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Huntleigh Securities Corporation since 2006. 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 third-party manager solicitation. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities using a combination of investor-sentiment, charting analysis, and fundamental research.

Kara Hill is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She previously worked at Edward Jones for 21 years. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare strategy that combines fundamental research with investor sentiment and charting analysis for small- and micro-cap growth.

Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. 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.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

Andrea Levinson is a Series 65-licensed advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She has been with Acropolis since 2022 following a ten-year period outside of employment. 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 uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.

William Watson III is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Co., Inc., TD Ameritrade, and The Chamberlin Group. Outside of finance, he is the owner of Saint Louis Cycling Components LLC, a company that manufactures steel, aluminum, and titanium parts for bicycles. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Michael Barlow is a CFP® and Series 65-licensed financial advisor at RubinBrown Advisors LLC with six years at the firm and a total of three years in the industry. His prior experience includes roles at Securian Life Insurance Company, Renaissance Financial Corp, Minnesota Life Insurance Company, Moneta Group, and Premium Retail Services. He also has a background at Miami University. RubinBrown Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment advisory, financial planning, and retirement plan services. The firm utilizes model portfolios with mutual funds and ETFs, leverages tax-aware strategies, and incorporates AI tools within its financial planning process.

Jacqueline Saleeby is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Prospera Financial Services, Inc. and also operates Saleeby and Associates. Outside of her advisory work, Saleeby is a partner in DRDJ, LLC, a business focused on buying and selling antiques and collectibles. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services utilizing firm models, third-party sub-advisers, and customizable allocations.

Charles Schulz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Krilogy Financial LLC since 2013. He holds a Series 65 license and is based in St. Louis, MO. Schulz may receive referral fees for directing clients to group health insurance products through the Cornerstone Group. Krilogy Financial LLC serves individuals, families—including high- and ultra-high-net-worth clients—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, and family office services.

Thomas Doellman is a financial advisor at LexAurum Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Elemental Wealth Group since 2020. In addition to his advisory role, he is an associate professor of finance at Saint Louis University, where he has taught since 2012. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a standardized managed-account program featuring multiple risk-based models.

Tyler Dumey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. His previous experience includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of his local Homeowner’s Association. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm utilizes model-based strategies and a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Jeffrey Patterson is a financial advisor with Prospera Financial Services, Inc. in Ballwin, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Cutter and Company and Securities America Advisors, Inc. Patterson is also a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro bono role unrelated to his investment work. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans with approximately $12.4 billion under management. The firm offers a range of advisory and financial planning services through multiple platforms, combining firm and third-party models with customizable allocations.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.