Carlton Dick is a financial advisor at Arax Advisory Partners with 13 years of industry experience. He holds the Series 66 credential and previously worked for Purshe Kaplan Sterling Investments and Summit X LLC for nine years. In addition to his advisory role, he is active as a licensed insurance agent involved in life insurance through Ash Brokerage/PKS Financial. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and active insurance brokerage operations.

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.

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.

Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers 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 based on Modern Portfolio Theory.

Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at Summit X, LLC for nine years. Outside of his advisory role, he serves as secretary of Summit Bancshares, Inc., a bank holding company, and manages a residential property in a college town. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves 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.

Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. Prospera Financial Services, Inc. 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.

I desire to simplify stock options and personal finance topics. My core belief is that money is a tool that can facilitate spending your time doing what you love, with who you love. I specialize in serving individuals in their 30's and 40's who hold stock options in a pre-IPO company. Together we navigate the nuances of equity compensation, manage the risks you're exposed to along the way, and provide a clarity for how a financial windfall can provide new opportunities for you & your family. Our relationship begins with understanding what you value, who is most important to you, how you desire to spend your time, and what challenges you're currently facing. I aim to create a safe space to ask questions and distill an actionable roadmap to guide you on a path for using your money to live a good life today and in the future. Interested in seeing what an advisory relationship could look like? I'd love the opportunity to meet you & see how I can be of help!

Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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 through both proprietary and third-party platforms.

John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. 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, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Brian Bachelier is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding a CFP® designation and over 27 years of industry experience. He previously worked at Scottrade, Inc. for 20 years and at Voleta Advisors LLC for three years. Outside of advising, he is the owner of Brian's Jerky, LLC, producing and selling fresh smoked beef jerky. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Michael Weisman is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. He is also an independent insurance agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, various analytical approaches, and third-party tools to tailor portfolios and offers a broad range of advisory services including asset management and consulting.

James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.

Amy Brody is a financial advisor at Smith, Moore & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm combines advisor-managed accounts with third-party manager arrangements and employs both fundamental and technical analysis in its investment approach.

Samuel Streb is a financial advisor with Krilogy in St. Louis, MO, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and investment services, as well as experience with other advisory firms. Outside of finance, he has worked in the hospitality sector at Katies Pizza and Pasta Osteria and in residential construction with McBride Homes. 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, corporate retirement consulting, and family office services.

Meagen Wagner is a CFP® professional with five years of industry experience, currently serving at Facet Wealth since 2021. Her prior roles include positions at Plancorp LLC and experience with Lighting Solutions Design Gallery LLC and August Moon. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations. The firm serves a wide range of households through phone, video, and a proprietary web platform, employing a flat subscription model rather than percentage-based fees.

Steven Finerty is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Argent Capital Management LLC since 1998 and also maintains concurrent roles with Moneta Group, LLC and associated entities since 2005. Argent Capital Management is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management, utilizing a team-based approach focused on concentrated, low-turnover portfolios of high-quality, enduring businesses.

Mark Kukielski is a Series 65-licensed advisor with Financial & Tax Architects, LLC in St. Louis, MO, and has eight years of industry experience. He has worked with FTA Insurance Services, LLC and Financial & Tax Architects, Inc. since 2017 and previously spent eight years at American Income Life. Kukielski also conducts fixed insurance sales as an insurance agent on a limited basis. 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 “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with customized allocations across risk profiles and a notable sub-advisory business serving other registered investment advisers.

Willem Schilpzand is a CFA® charterholder with 12 years of industry experience. He is currently with ACR Alpine Capital Research, LLC and has been with 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 multiple equity and multi-asset strategies, managing both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Timothy Hanser is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 12 years of industry experience. He has worked at Clayton Financial Group, LLC since 2018 and previously at Buckingham Asset Management, LLC from 2013 to 2018. He holds a Series 65 designation. 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 within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.