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.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

Andrea Levinson is a Series 65-licensed advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She has been with Acropolis since 2022 following a ten-year period outside of employment. Acropolis Investment Management 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 uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.

William Watson III is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Co., Inc., TD Ameritrade, and The Chamberlin Group. Outside of finance, he is the owner of Saint Louis Cycling Components LLC, a company that manufactures steel, aluminum, and titanium parts for bicycles. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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 Series 66-licensed financial advisor with three years of industry experience. She is currently with Prospera Financial Services, Inc. and also operates Saleeby and Associates. Outside of her advisory work, Saleeby is a partner in DRDJ, LLC, a business focused on buying and selling antiques and collectibles. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services utilizing firm models, third-party sub-advisers, and customizable allocations.

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 four years of industry experience. He holds a Series 65 designation and has worked at Elemental Wealth Group since 2020. In addition to his advisory role, he is an associate professor of finance at Saint Louis University, where he has taught since 2012. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a standardized managed-account program featuring multiple risk-based models.

Tyler Dumey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. His previous experience includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of his local Homeowner’s Association. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm utilizes model-based strategies and a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

Jeffrey Patterson is a financial advisor with Prospera Financial Services, Inc. in Ballwin, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Cutter and Company and Securities America Advisors, Inc. Patterson is also a founding instructor and treasurer of the St. Louis Martial Arts Academy, a pro bono role unrelated to his investment work. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans with approximately $12.4 billion under management. The firm offers a range of advisory and financial planning services through multiple platforms, combining firm and third-party models with customizable allocations.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Timothy Piechowski is a CFA® charterholder with nine years of industry experience. He is affiliated with ACR Alpine Capital Research, LLC and has worked at Alpine Investment Management LLC since 2010. 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 and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Colin Schlitt is a financial advisor at Krilogy with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at STIFEL and Wells Fargo Clearing Services. Before entering the financial sector, he gained experience in various roles including at Arkansas State University and Simply Swirled. Krilogy Financial LLC serves individuals and families, 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.

Brian Rongey is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Financial and Stifel Independent Advisors, LLC. Outside of his advisory work, Rongey serves as Secretary for the Mascoutah Athletic Commission, supporting youth sports in Mascoutah, Illinois. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary model portfolios, advisor-constructed portfolios, and outsourced managers, with a focus on aligning investments to clients’ objectives and risk tolerances.

Julie Briar is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for 10 years. Briar is also involved with Be A Briar, a business entity separate from her investment advisory activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach emphasizing continuous account supervision and integrates multiple portfolio management strategies through advisor-led discretionary management and LPL-sponsored programs.

Rocco Fiordelisi III is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dana Investment Advisors since 2013 and at Unified Financial Securities, Inc. since 2015. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while incorporating ESG screening and client-directed social or faith-based exclusions.

John Virant Jr. is a financial advisor at Krilogy with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Krilogy Financial, LLC since 2022 and previously spent 16 years at Eidelman Virant Capital. In addition to his current role, he serves as a portfolio manager and general partner at Eidelman Virant Capital, where he is involved in portfolio management and due diligence for PineTree Partners, L.P. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm’s investment approach combines long-term portfolio construction with tactical adjustments, offering both active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

John Graves is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 45 years of industry experience. He has been with Huntleigh Advisors since 2017 and has also been affiliated with Huntleigh Securities Corporation since 2004. 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, sub-advisory arrangements, and third-party manager solicitation. The firm employs a variety of investment approaches, including its MindShare Small Companies program, which combines investor-sentiment/charting analysis with fundamental research to target micro-, small-, and mid-cap equities.

Jeffrey Kinder is a financial advisor at Huntleigh Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Huntleigh Securities Corporation since 1994. Outside of his advisory work, he serves as a basketball official for the Missouri State High School Activities Association during the basketball season. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of fundamental, technical, charting, and quantitative strategies, including its distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.