Benjamin Klutenkamper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He has prior experience at Private Client Services, TAP Consulting, LLC, and LPL Financial. Outside of his advisory role, he provides tutoring for licensing and CFP exams through Varsity Tutors. Summit Financial, LLC is an SEC-registered multi-team advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management 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 employs 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.

Robert Drury II is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Private Client Services and Investment Planners, Inc. Outside of advisory work, he is involved in insurance brokerage through multiple companies, earning compensation on sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nir Regev is a financial advisor at Diversify Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at DFPG Investments, Inc. since 2016 and at his own firm, Regev Group, since 2001. In addition to his advisory roles, he operates an insurance agency providing life insurance and fixed annuities. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm employs a tactical diversification investment approach and offers various portfolio delivery options alongside flexible fee structures including fixed and hourly fees.

William Rowe is a CFP® professional with six years of industry experience, currently registered with Krilogy. His prior experience includes roles at Stifel Nicolaus & Co Inc, Bank of America, Merrill, and State Farm. Outside of financial services, he has worked in hospitality at Harpos Bar and Grill and was involved with Lifestylez Productions for several years. Krilogy serves a diverse client base including high-net-worth households, corporate and institutional clients, and family offices. The firm employs a long-term investment philosophy with both active and passive strategies, portfolio customization, and integrates advanced operational tools, including AI-enabled meeting transcription, within a discretionary household-level management approach.

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.

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.

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.

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.

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.

Kimberly Rubenstein is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2018. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a part-owner of several family-operated restaurants and participates in their strategic management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor independence with access to diverse platforms and managed solutions.

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.

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.

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.

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.

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.

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.

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.

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.

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.