Luke Gassett is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience with CliftonLarsonAllen LLP and involvement with local athletic associations. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Amie Sheputis is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with RFG Advisory, LLC and Private Client Services, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Jeanine Devine is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with First Heartland Capital Inc since 2002 and has been involved in insurance sales through A. Jay Meier Insurance Agency Inc since 1993. Devine serves as president of the local chapter of the American Financial Education Alliance, a nonprofit focused on financial education. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Douglas Simms is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 credential and 18 years of industry experience. His work history includes roles at Huntleigh Advisors, Huntleigh Securities Corporation, National Planning Corporation, Datatex Investment Services, and K. W. Chambers & Co. Outside of his advisory work, Simms holds vice president positions in multiple companies involved in fixed insurance, wellness services, and brokerage administration. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolio programs, sub-advisory, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, with a specialized MindShare strategy focused on small- and micro-cap growth and a concentrated higher-turnover strategy.

Kevin Storm is a CFP® with 19 years of experience in financial advising and has been with Smith, Moore & Co. since 2006. He holds a Series 66 license and is also registered as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with about 50 advisors managing approximately $2.0 billion in assets, using both advisor-managed accounts and third-party manager arrangements.

Nicholas Romay is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Saxony Securities, Inc, he worked at the University of Missouri-Columbia and in the food service industry. Saxony Capital Management provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach with 38 advisors and uses diverse investment methods such as charting, fundamental and technical analysis, and allows for strategies including options and short-term trading.

William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.

Danial Green is a Series 66-credentialed advisor at Mutual Advisors, LLC with eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Bankers Life and Casualty Company. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary advisory services using a combination of active and passive investment strategies tailored to clients’ objectives, and manages approximately $9.45 billion across 154 advisors.

Richard Eckenrodt Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Huntleigh Securities Corporation since 2006. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities using a combination of investor-sentiment, charting analysis, and fundamental research.

Kara Hill is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She previously worked at Edward Jones for 21 years. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare strategy that combines fundamental research with investor sentiment and charting analysis for small- and micro-cap growth.

Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. 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.

Andrea Levinson is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2022. Prior to this role, she was not employed in the financial sector for ten years. 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 long-term commercial and academic data to construct diversified portfolios emphasizing tax efficiency and low turnover.

Thaddeus Brija is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Cetera Wealth Services, renaissance financial, Minnesota Life, and Securian Financial Services. Brija serves on the advisory board of BNI and volunteers with Friends of Arch Grants. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored investment strategies.

William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.

Michael Barlow is a CFP® and Series 65-licensed financial advisor at RubinBrown Advisors LLC with six years at the firm and a total of three years in the industry. His prior experience includes roles at Securian Life Insurance Company, Renaissance Financial Corp, Minnesota Life Insurance Company, Moneta Group, and Premium Retail Services. He also has a background at Miami University. RubinBrown Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment advisory, financial planning, and retirement plan services. The firm utilizes model portfolios with mutual funds and ETFs, leverages tax-aware strategies, and incorporates AI tools within its financial planning process.

Jacqueline Saleeby is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and has been involved with Saleeby and Associates since 2022. Outside of her advisory role, she is a partner in DRDJ, LLC, a business buying and selling antiques and collectibles. 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 other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Charles Schulz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Krilogy Financial LLC since 2013. He holds a Series 65 license and is based in St. Louis, MO. Schulz may receive referral fees for directing clients to group health insurance products through the Cornerstone Group. Krilogy Financial LLC serves individuals, families—including high- and ultra-high-net-worth clients—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, and family office services.

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

Tyler Dumey is a CFP® with 15 years of industry experience, currently with Visionary Wealth Advisors, LLC. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, First Brokerage America, and First Command Brokerage Services. He serves as Vice President of his local Home Owner’s Association. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, and business entities. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Jeffrey Patterson is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cutter And Company, Securities America Advisors, Inc., Bolton Securities Corporation, and Stifel. Outside of his advisory work, he is a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro-bono role connected to a local martial arts school. Prospera Financial Services 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.