Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. 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 various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Deborah Edwards is a CFP® professional with 22 years of experience in financial advisory. She is currently with Arax Advisory Partners and previously worked at Summit X, LLC, and Equitable Advisors. She is also active as a life insurance agent with Ash Brokerage. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach, using a mix of in-house teams, external managers, and both traditional and alternative investments, supported by AI tools and third-party analytics.

Peter Lazaroff is a CFP®, CFA®, and Series 65 credentialed financial advisor with 19 years of industry experience. He is currently affiliated with Plancorp, LLC and has previously worked at Acropolis Investment Management and BrightPlan LLC, where he served as Chief Investment Officer and member of the Investment Committee. Lazaroff also manages his education-related activities, including writing and presentations, through his entity Lazaroff LLC. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management across multiple asset classes and an emphasis on fiduciary practices and tax-aware strategies.

Adam Klumb is a financial advisor with MissionSquare Retirement in Brentwood, MO, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for two years before joining MissionSquare Retirement and MissionSquare Wealth Management. His background also includes roles at the University of Missouri and Hy-Vee. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through a multi-team structure, utilizing investment advice developed by Morningstar Investment Management.

Jeffery Kuhlmann is a CFP® professional with 19 years of industry experience, currently serving at Larson Financial Group, LLC since 2026. He previously worked at Edward Jones for 23 years. 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 a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and offers a range of specialized services including pension consulting and the use of AI-assisted tools in research and client documentation.

Daniel Leritz is an advisor at Krilogy with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. He previously worked at Catapult Investment Management, LLC, where he served as President, Portfolio Manager, and Chief Compliance Officer. Krilogy serves a diverse client base including high-net-worth individuals, institutions, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, offering services such as portfolio management, financial planning, and family office support.

Thomas Sontag is a financial advisor at Cornerstone Wealth Management, LLC with 40 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2012. Outside of his advisory role, he is involved with Lumber Logs LLC, a business that hauls logs and retails lumber. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles and delivers advice through multiple LPL-sponsored advisory programs.

Brian Redders is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Private Client Services. Redders is a principal of an independent registered investment advisor, Tap Consulting LLC dba Genex Consulting, which he has been involved with since 2008. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

James Logsdon Jr is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include work at Trinity Wealth Advisors LLC and a longstanding ownership and consulting position at The Logsdon Group, LLC, a non-investment related business. He is also a part-time employee and officer at Blue Meteor, Inc., another non-investment related company. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, and family offices, providing portfolio management, financial planning, and specialized advisory services. The firm employs a long-term investment philosophy with tactical flexibility and offers both active and passive strategies, private alternative funds, and tax-aware SMA options for certain clients.

Michael Brown is a financial advisor at Krilogy with 17 years of industry experience and holds the Series 66 designation. He has been with Krilogy Financial since 2012 and previously worked at Sunset Financial Services, Cambridge Investment Research Advisors, and Securian Financial Services. Brown serves on the board of CITIZENS NATIONAL BANK and is also a board member of the nonprofit charity Brace For Impact 46. Krilogy serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines long-term portfolio construction with tactical flexibility, allowing for customized strategies across active, passive, and alternative investments.

Dale Kleekamp is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at K. W. Chambers & Co. since 1994. Outside of advisory services, he has been involved in insurance sales with various companies since 1993. 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 called MindShare, sub-advisory services, and ERISA plan advisory services.

James Mc Key is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles with tailored account supervision.

Eric Meyer is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has held various roles across industries including security, pharmaceuticals, and academia, beginning his advisory career in 2026. Prior to joining Foundations, he worked at The Chamberlin Group and GardaWorld Security among other organizations. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual investors, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and offers services through a broad network of affiliated offices and advisors.

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 at Krilogy with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Krilogy Financial since 2010. In addition to his advisory role, he is active as a licensed insurance agent engaged in non-variable insurance sales. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering portfolio management, financial planning, corporate retirement consulting, and family office services.

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.