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 at Sequent Planning, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sequent Planning since 2018. Pogue is also the owner and a licensed insurance agent at St. Louis Insurance Group, a business she has operated since 2014. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent advisers.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and C2P Capital Advisory Group, LLC, among others. He serves as an examination board member for the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance to address financial illiteracy. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients, offering portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

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 with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including J.J.B. Hilliard, W.L. Lyons, Cutter and Company, and Green Bridge Wealth Advisors, where he also manages and operates the business as a financial consultant. Prospera Financial Services, Inc. is a multi-team advisor and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via various platforms and customizable portfolio solutions.

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 licenses and has 38 years of industry experience. His prior roles include positions at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. Beck is also involved in the management and operation of Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services, Inc. is an enterprise-scale firm serving individual, corporate, charitable, and retirement plan clients with roughly $12.4 billion in assets under management. The firm offers a variety of investment advisory and financial planning services through multiple platforms and uses a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

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 CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Voleta Advisors LLC and Scottrade, Inc. Outside of his advisory work, he owns Brian's Jerky, LLC, a business producing and selling fresh smoked beef jerky online and at farmer's markets, and serves as a trustee for the Arbor Haven Home Owners Association. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans using a combination of passive and active investment strategies tailored to client objectives.

Michael Weisman is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. In addition to his advisory work, he is an independent insurance agent and president of Vicus Financial Advisors, LLC, where he engages in financial planning and insurance services. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a team of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

James Curran is a financial advisor at Wealth Management in St. Louis, MO, holding the PFS™ and Series 65 credentials with 15 years of industry experience. He has worked at firms including Smith Patrick LLC and Sfc Financial, LLC. Outside of advising, he works as an accountant at Smith Patrick LLC, focusing on tax and management responsibilities. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm emphasizes a passive investment approach using no-load mutual funds and ETFs, guided by Modern Portfolio Theory, and provides fiduciary retirement-plan services as well as back-office support to other advisers.

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 as a financial advisor at Facet since 2021. Her prior roles include positions at Plancorp LLC and various entrepreneurial ventures. Facet serves individual clients across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm delivers holistic advice using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily focused on ETFs, operating with fixed subscription fees rather than percentage-of-AUM charges.

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.

Christopher Tobin is a financial advisor at Larson Financial Group, LLC with 18 years of industry experience. His prior roles include positions at Droms Strauss Wealth Management, JPMorgan Chase, Morgan Stanley, and UMB Financial Corporation. He holds Series 63 and Series 65 licenses. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and utilizes AI-assisted tools alongside human review in its advisory process.