Brian Shapiro is a financial advisor at Forum Financial Management, LP with 21 years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Asset Management, LLC from 2008 to 2019 before joining Forum Financial Management. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

John Head is a financial advisor with On Investment Management CO, holding a Series 66 designation and 13 years of industry experience. He has worked at Ohio National Financial Services and The O. N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business selling collectible items. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of advisory platforms, including fee-based financial planning and multiple third-party investment programs, with a mix of discretionary and non-discretionary management options.

Michael Mcclellan is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with Huntleigh Securities Corporation since 2003. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, sub-advisory services, and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment analysis and charting.

Elizabeth Connelly is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has worked at Saxony Securities Inc since 2014 and Krilogy Financial LLC since 2013. Outside of advisory work, she is licensed as an insurance agent involved in non-variable insurance sales. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed investment options.

Lauren Kingsten is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Acropolis Investment Management, LLC since 2011, including its predecessor entity, and is currently based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.

Michael Tsiaklides is a CFP® with 24 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2022. He has held prior roles at SA Stone Investment Advisors Inc. and Quest Capital Strategies, Inc. Outside of his advisory work, he owns and manages two businesses focused on tax preparation, consulting, and insurance services. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring strategies to client objectives and risk tolerance while conducting due diligence and monitoring on third-party managers and sub-advisors.

Isaac Schreckenberg is a financial advisor with RubinBrown Advisors LLC and holds a Series 65 designation. He has been with RubinBrown Advisors and its related entities since 2024 and has prior experience at Ameriprise Financial and Kennedy Capital Management. Outside of finance, he has worked in university career services and campus recreation. RubinBrown Advisors, LLC serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and combines discretionary and non-discretionary management approaches, with a significant focus on tax-aware financial planning and the use of technology to support its services.

Heather Burke is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. She has been with Acropolis since 2022 following a nine-year break from employment. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by both commercial and academic data to build diversified portfolios emphasizing tax efficiency and low turnover.

Joleen Scharenbroch is a CFP® professional at Plancorp, LLC with 28 years of industry experience. She has worked at Plancorp since 2017, with prior roles at PNC Bank and PNC Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, financial planning, pension consulting, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach and maintains ongoing portfolio management with discretionary and non-discretionary options.

Amy Abrams is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Cutter and Company for nine years and Loomis for one year before joining Prospera. Prospera Financial Services, Inc. is a multi-team firm that serves 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 about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable strategies.

Kevin Reynolds is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Krilogy Financial, LLC since 2014. He also has a long-standing role at Life Time Fitness beginning in 2009. Outside of his advisory work, Reynolds receives referral fees for group health business through an agreement with the Cornerstone Group. 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 offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. Lynn has been with Saxony Capital Management since 2008 and previously worked at Patrick Capital Markets, LLC from 2012 to 2021. Outside of advisory work, Lynn is involved with a food industry business, Fuzzy Logic LLC, as a food vendor and service provider. 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, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting services utilizing a range of investment approaches including fundamental, technical, and quantitative strategies.

Trenton Paluczak is a financial advisor at Argent Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Argent Capital Management since 2013. Argent Capital Management provides investment advisory services to endowments, foundations, pension funds, investment companies, and high net worth individuals. The firm employs a team-based investment process focused on concentrated, low-turnover portfolios of high-quality companies, combining fundamental and quantitative research across a range of equity strategies.

Gary Breneman is a financial advisor at Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which publishes tax reference books, and he serves as treasurer on several nonprofit boards including Gifts of Love International and Woods Mill Professional Campus. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and institutional clients. The firm manages approximately $3.1 billion in assets, employing a modern portfolio theory approach primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Dean Millonas is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also has a longstanding affiliation with LPL Financial since 2010. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a combination of fundamental, quantitative, and qualitative analysis with tailored account supervision, offering services through multiple advisory programs and ERISA-compliant retirement consulting.

Allison Wimer is a Series 66 licensed financial advisor at Krilogy with three years of industry experience. She previously worked at Clayton Financial Group and Axa Advisors. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customized portfolios, and uses AI-enabled operational tools subject to human review.

Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cutter & Company, Inc. for 33 years before joining Prospera in 2025. Prospera Financial Services, Inc. is a multi-team firm that serves individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. 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 operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

Alan Simms is a financial advisor at Mutual Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2018, following a 16-year tenure at First Heartland Capital Inc. Outside of his advisory role, Simms operates an independent insurance agency and works as a nurse anesthetist. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Michael Bean II is a CFA® charterholder with five years of industry experience. He has been with RubinBrown Advisors LLC since 2020 and is also affiliated with Rubinbrown LLP since 2017. Prior to this, he worked at FerrellGas for one year. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes strategic asset allocation through model portfolios of mutual funds and ETFs, offers both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools into its financial planning process.