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. She holds Series 63 and 65 licenses and has four years of industry experience. Prior to joining Prospera, she worked at Cutter and Company for nine years and Loomis for one year. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through various advisory programs and third-party platforms.

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 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. Saxony Capital Management provides portfolio management and financial planning services 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, employing a variety of investment approaches including fundamental, technical, and quantitative methods.

Gary Breneman is a financial advisor at Wealth Management with over 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which produces reference tax books, and serves as president of a CPA firm focused on tax and accounting services. Breneman is also involved in nonprofit work, serving as board member and treasurer for multiple organizations. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering services such as discretionary asset management, fiduciary services, and financial planning. The firm utilizes broadly diversified, passively managed portfolios primarily composed of no-load mutual funds and ETFs and emphasizes fee transparency, cost minimization, and long-term, buy-and-hold strategies.

Dean Millonas is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also has a longstanding affiliation with LPL Financial since 2010. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a combination of fundamental, quantitative, and qualitative analysis with tailored account supervision, offering services through multiple advisory programs and ERISA-compliant retirement consulting.

Allison Wimer is a financial advisor at Krilogy with four years of industry experience. She holds a Series 66 designation and has previously worked at Clayton Financial Group and Axa Advisors. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm utilizes a long-term investment philosophy led by an internal committee and offers a range of services such as portfolio management, financial planning, and family office support.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 33 years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

Alan Simms is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at First Heartland Capital Inc and Mutual Securities, Inc. In addition to his advisory roles, Simms operates a financial planning company and works as a nurse anesthetist. Mutual Advisors serves a diverse client base, including individual investors, retirement plans, and institutional clients, using a mix of active and passive investment strategies tailored to client objectives. The firm is notable for its scale, managing approximately $9.45 billion across 154 advisors, and its range of institutional services, including work with sovereign wealth funds.

Michael Bean II is a CFA® charterholder with five years of industry experience. He has been with RubinBrown Advisors LLC since 2020 and is also affiliated with Rubinbrown LLP since 2017. Prior to this, he worked at FerrellGas for one year. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes strategic asset allocation through model portfolios of mutual funds and ETFs, offers both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools into its financial planning process.

Kenneth Crawford is a Series 65 licensed advisor with Argent Capital Management LLC in St. Louis, Missouri, where he has worked since 2002. He has 22 years of industry experience. Argent Capital Management provides investment advisory services to endowments, foundations, pension funds, investment companies, and high net worth individuals. The firm employs a team-based investment process focused on concentrated, low-turnover portfolios of high-quality companies and manages various separately managed domestic equity strategies as well as investment company vehicles including a collective fund and ETF.

Nancy Carrel is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 designations. She has eight years of industry experience, including roles at BFC Planning since 2021 and Berthel Fisher & Company Financial Services since 2017. Prior to her financial services career, she worked for over a decade at Schicker Automotive. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a network of advisors managing approximately $3.8 billion in assets across more than 11,000 client relationships.

Adam Henrichs is a financial advisor at Krilogy Financial with five years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2021. Prior to that, he held positions at Integrated Wealth Advisors, LLC, and spent several years in the restaurant industry with California Pizza Kitchen, PW Pizza, and Pi Pizzeria. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm provides portfolio management, financial planning, corporate retirement plan consulting, and family office services, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Carlton Dick is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. In addition to his advisory role, he is a licensed insurance agent involved in life insurance activities through Ash Brokerage/PKS Financial. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves 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 strategies.

Stoyan Petev is a financial advisor at Prosperity Capital Advisors with 25 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior roles include positions at First Heartland Corporation and First Heartland Capital, Inc., where he worked for 25 years, as well as more recent experience at Mid-Continent Companies, Ltd and Nationwide Investment Services Corp. Mr. Petev is also a licensed insurance agent and consults on Private Placement and Institutionally-Owned Life Insurance cases. Prosperity Capital Advisors serves a broad client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.

Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.