Donald Esstman is a financial advisor with RubinBrown Advisors LLC based in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with RubinBrown and its related entities since 1989, including over 26 years at RubinBrown Advisors and RubinBrown Brokerage Services. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and technology tools in its financial planning process.

Matthew Hartman is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with RubinBrown Brokerage Services, LLC and RubinBrown Advisors since 2007. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs a strategic asset allocation approach primarily through model portfolios of mutual funds and ETFs.

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Matthew Haywood is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Krilogy Financial and Kansas City Life Insurance Company since 2010. Haywood is also active as an insurance agent for various companies, engaging in non-variable insurance sales. 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 approach with model portfolios adjusted tactically by an internal Investment Committee, offering both active and passive strategies along with specialized solutions such as customized bond ladders and tax-aware equity separately managed accounts.

Mary Castellano is a financial advisor with RubinBrown Advisors LLC in St. Louis, MO. She holds a Series 65 designation and has nine years of industry experience, all with RubinBrown Advisors. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses model portfolios of mutual funds and ETFs with a mix of discretionary and predominantly non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning process.

Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides 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 informed by Modern Portfolio Theory.

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.

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 12 years of industry experience. She previously worked at Cutter & Company, Inc. for 14 years and Greater Image for 13 years. She holds the Series 66 designation. Prospera Financial Services is a multi-team advisory firm with over 270 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 platforms and programs.

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 with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Financial & Tax Architects, he worked 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 investment strategies using ETFs and individual securities, offers retirement-plan consulting and educational seminars, and maintains a sub-advisory business serving other registered investment advisers.

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.

Nicholas Luchtefeld is a financial advisor with UMB Financial Services, Inc. in St. Louis, Missouri, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has worked at UMB Financial Services since 2010 and UMB Bank since 2009. In addition to his advisory work, he serves as a professor at the Graduate School of Business. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account solutions and combines investment management with municipal advisory services, leveraging its affiliation with UMB Bank.