Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.

Tim Mackowiak is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with Saxony Capital Management, LLC since 2025. His prior roles include positions at Wells Fargo Securities, First Clearing, Ameriprise, and Merrill. 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 with a range of investment approaches, including discretionary asset management and third-party advisory services.

Andrew Rich is a CFA® charterholder with 21 years of industry experience. He has been with Huntleigh Advisors, Inc. since 2016. 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 small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. Their investment approach combines fundamental, technical, cyclical, and quantitative analysis with model portfolios reviewed quarterly and customized management options.

John Martin is a Series 65-licensed financial advisor at Visionary Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Dynamic Investment Strategies and Apex Oil Company, as well as six years at the law firm Lewis Rice. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Jacqueline Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. She previously worked at Cutter & Company, Inc. for 14 years and Greater Image for 13 years. She holds the Series 66 designation. Prospera Financial Services is a multi-team advisory firm with over 270 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 platforms and programs.

J. Kerckhoff Jr. is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2010. Since 2017, he has also served on the Investment Committee and, starting in 2020, on the Board of Managers of BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and guided by documented Investment Policy Statements, offering discretionary and non-discretionary management across various asset classes.

Kyle Goepel is a financial advisor at Krilogy with 19 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an internal Investment Committee that constructs model portfolios, offering both active and passive strategies along with customized solutions such as tax-aware SMAs and private alternative funds.

Timothy Head is a financial advisor at First Heartland Consultants, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and through his own CPA firm, Timothy L. Head, CPA. He is also the owner of a CPA firm and has experience marketing fixed insurance products as an insurance agent. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms. Financial & Tax Architects provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning preparation tools.

Leo Haas is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 17 years of industry experience. He has been with Plancorp since 2008, during which time the firm operated as Plancorp, Inc. Plancorp serves high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and detailed Investment Policy Statements, with a focus on diversified asset allocation and tax-aware portfolio management.

Brent De Rossett is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The ON Equity Sales Company and Ohio National Financial Services. Brent is co-owner and managing partner of Advocate CPAs & Advisors, LLC, a CPA and tax firm, and serves on several homeowner association boards in volunteer roles. 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 employs a multi-team model and offers discretionary asset management alongside hourly and flat-fee financial planning, utilizing varied investment strategies and third-party manager due diligence.

Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice based on client goals.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and several other firms before joining Saxony Capital Management. Hoffman also acts as a financial advisor and insurance agent for various insurance companies. 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, offering discretionary asset management alongside financial planning and consulting, using a range of investment methods and third-party managers.

Timothy Flanagan is a CFP® professional with 10 years of industry experience, currently serving at Visionary Wealth Advisors, LLC. He worked at Edward Jones for six years prior to joining his current firm. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and combines fundamental, technical, and cyclical analysis within an asset-allocation framework influenced by Modern Portfolio Theory.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.

Ethan Singer is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

James Cornfeld is a CFP® professional with 20 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.