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, Missouri, with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Advisors since 2017, having worked at Huntleigh Securities Corporation since 2004. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as the MindShare small- and micro-cap program. The firm utilizes model asset allocation portfolios reviewed quarterly, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

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.

Tamara Fain is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She previously worked at Edward Jones for 10 years before joining Stifel, where she has been since 2017. Outside of her advisory role, she is a brand partner for Kleo Kolor, selling press-on nails to friends and family. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services with a focus on customized financial planning and portfolio management. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing clients with a range of service options tailored to their needs.

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.

Gordon Haave is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Financial & Tax Architects, LLC since 2016 and has held roles at Agora Trust Ltd. since 2013. Haave is also involved as a managing director at Agora Trust Ltd. and holds indirect ownership interests in media and compliance support companies. Financial & Tax Architects provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, 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 Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Jacob Summerville is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Sequent Planning, he held roles at St. Louis Insurance Group, Fieldhouse & Willie's, and several educational institutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent investment adviser representatives and emphasizes a structured risk framework with diversified manager exposure and tax-aware strategies.

Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. 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, managing portfolios with a long-term orientation and a diverse range of account types.

Deborah Edwards is a CFP® professional at Arax Advisory Partners with 22 years of industry experience. She previously worked at Summit X, LLC for nine years before joining Arax Advisory Partners. In addition to her advisory role, Edwards is an insurance agent affiliated with Ash Brokerage. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Peter Lazaroff is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding the CFP®, CFA®, and Series 65 designations with 18 years of industry experience. He serves as Chief Investment Officer and member of the Investment Committee at BrightPlan, LLC, an affiliated SEC-registered investment adviser. Lazaroff also manages educational activities through his entity Lazaroff LLC, which encompasses his writing, presentations, and website. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process, employs documented Investment Policy Statements, and offers both discretionary and non-discretionary management alongside cash management options.