Tim Mackowiak is a financial advisor at Saxony Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and the City of St. Louis. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly and flat-fee planning, and employs a range of investment strategies including fundamental and technical analysis.

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 11 years of industry experience. She holds a Series 66 designation and has worked at Prospera since 2025, following 14 years at Cutter & Company, Inc. and over a decade at Greater Image. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through around 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management.

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 18 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade since 2011. 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, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

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 registrations with two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Kelly Education. 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 ETFs, individual securities, and trend-aware rebalancing, with many client relationships managed on a discretionary basis.

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 with Saxony Capital Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with several firms, including The ON Equity Sales Company and Ohio National Financial Services, and co-owns Advocate CPAs & Advisors, LLC, a CPA and tax firm. Brent serves on multiple homeowners association boards and is involved with the Wayne DeRossett Scholarship Fund, a nonprofit that disburses annual scholarships in memory of Wayne DeRossett. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model and offers discretionary asset management alongside financial planning and consulting, employing a variety of investment methods and strategies.

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 Trinity Wealth Securities. Hoffman is also involved with Workplace Financial Advisors as a financial advisor and engages in insurance policy sales through 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 and offers discretionary asset management alongside hourly or flat-fee financial planning, utilizing a variety of investment approaches including fundamental, technical, and quantitative strategies.

Timothy Flanagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He has been with Edward Jones since 2016. 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 offers financial planning, consulting, discretionary and non-discretionary investment management, and sponsors a wrap fee program, employing an investment process that combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

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 financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with consultant-derived capital market assumptions and a range of investment options, including alternatives and options-based overlay strategies.

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® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at Buckingham Asset Management, LLC since 2007 and joined The Colony Group, LLC in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Milos Vranic is a financial advisor with Primerica Advisors in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Guardian Life Insurance Company. Outside of his advisory work, he is an agent with Pre-Paid Legal Services, Inc. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory relationships alongside financial planning and consulting services. The firm employs multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Jeffrey Plummer is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 2010 and also maintains long-term affiliations with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory roles, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment. Park Avenue Securities LLC serves individual and high-net-worth investors, charitable organizations, and corporate clients through a combination of transaction-based brokerage and fee-based advisory services. The firm offers proprietary advisory programs and third-party manager platforms, implementing investment strategies with a mix of model portfolios, separately managed accounts, and alternative investments.