Timothy Piechowski is a CFA® charterholder with nine years of industry experience. He is affiliated with ACR Alpine Capital Research, LLC and has worked at Alpine Investment Management LLC since 2010. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Colin Schlitt is a financial advisor at Krilogy with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at STIFEL and Wells Fargo Clearing Services. Before entering the financial sector, he gained experience in various roles including at Arkansas State University and Simply Swirled. Krilogy Financial LLC serves individuals and families, 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.

Brian Rongey is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Financial and Stifel Independent Advisors, LLC. Outside of his advisory work, Rongey serves as Secretary for the Mascoutah Athletic Commission, supporting youth sports in Mascoutah, Illinois. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary model portfolios, advisor-constructed portfolios, and outsourced managers, with a focus on aligning investments to clients’ objectives and risk tolerances.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

Rocco Fiordelisi III is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dana Investment Advisors since 2013 and at Unified Financial Securities, Inc. since 2015. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while incorporating ESG screening and client-directed social or faith-based exclusions.

John Virant Jr. is a financial advisor at Krilogy with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Krilogy Financial, LLC since 2022 and previously spent 16 years at Eidelman Virant Capital. In addition to his current role, he serves as a portfolio manager and general partner at Eidelman Virant Capital, where he is involved in portfolio management and due diligence for PineTree Partners, L.P. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm’s investment approach combines long-term portfolio construction with tactical adjustments, offering both active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

John Graves is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 45 years of industry experience. He has been with Huntleigh Advisors since 2017 and has also been affiliated with Huntleigh Securities Corporation since 2004. 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, sub-advisory arrangements, and third-party manager solicitation. The firm employs a variety of investment approaches, including its MindShare Small Companies program, which combines investor-sentiment/charting analysis with fundamental research to target micro-, small-, and mid-cap equities.

Jeffrey Kinder is a financial advisor at Huntleigh Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Huntleigh Securities Corporation since 1994. Outside of his advisory work, he serves as a basketball official for the Missouri State High School Activities Association during the basketball season. 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, and employs a range of fundamental, technical, charting, and quantitative strategies, including its distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Catherine Marshall is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at K.W. Chambers & Co. for five years. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary 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 strategies.

Jordan Blanton is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served five years in the US Army and worked at BAE Systems for one year. 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 and individual securities, with most client relationships managed on a discretionary basis.

Patrick Doyle is a CFP® with 39 years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC since 2015. He is also registered with LPL Financial, where he has worked concurrently since 2015. 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 a multi-brand operating model supported by LPL platform programs and technology to manage a high client load across its 91 advisors.

John Mcclelland is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2017 and previously worked at Duncker, Streett & Co, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs.

John Russo is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. Russo is a board member of The Illinois Autism Development Center, a nonprofit organization providing education programs for autistic children and adults. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm primarily implements strategic asset allocation through model portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary advice, and incorporates tax-aware practices and technology tools in its services.

Zachary Unnerstall is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, he worked at Meyer Landscaping and the Franklin County Country Club. 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, and family office services, using a primarily long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Melissa Busso is a financial advisor at Western Wealth Management LLC with Series 65 and Series 63 credentials and one year of industry experience. She has worked at Jumet Financial since 2017 and was not employed in the financial sector from 2010 to 2017. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm provides comprehensive portfolio management, financial planning, and a range of investment strategies through a decentralized network of advisors.

Gordon Haave is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Financial & Tax Architects, LLC for 10 years and previously worked at Coinrush Ltd., International Recovery Management, and Universal Fusion entities. Outside of his advisory role, he serves as managing director of Agora Trust Ltd. and is involved in media and compliance services through indirect ownership in related companies. 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 uses proprietary “Private Wealth Strategies” featuring exchange-traded funds, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

Mitchell Ellebrecht is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Target, as well as work at the University of Missouri and Parkway South School District. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed and third-party managed investment options.

Brian Hoeltge is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years before joining RubinBrown Advisors in 2021. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses strategic asset allocation through model portfolios and offers both discretionary and non-discretionary advice, incorporating tax-aware practices and technology tools in its financial planning process.

John Pettis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones and Wells Fargo in various advisory roles. Outside of his advisory work, Pettis serves as a board member and secretary for Missouri Kids Org and coaches youth lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to multiple investment platforms and third-party managed solutions.

Jacob Summerville is an advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at St. Louis Insurance Group and teaching positions at various educational institutions including the University of Missouri-Columbia and Lindbergh High School. Sequent Planning, LLC operates as Futurity First Wealth Management, serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm delivers advisory services through a network of approximately 97 investment adviser representatives, employing a structured risk framework and diversified investment approaches.