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 a financial advisor at Krilogy with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Leritz has worked at Krilogy since 2017 and is also president and portfolio manager at Catapult Investment Management, LLC, where he manages quantitative investment strategies and oversees compliance. 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 portfolio management, financial planning, retirement plan consulting, and family office services.

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 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Client Services. He is also a principal of Genex Consulting, an RIA firm. 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 both discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing a variety of portfolio management programs and third-party platforms.

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 16 years of industry experience. He holds a Series 66 designation and has been with Krilogy Financial since 2012. Brown serves as a board member of Citizens National Bank and is also on the board of the nonprofit charity Brace For Impact 46. 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.

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 at Cornerstone Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Engineered Corrosion Solutions, Marsh McLennan, and the University of Mississippi. Outside of his advisory role, he has experience in corrosion solutions through Engineered Corrosion Solutions. Cornerstone Wealth Management serves individuals, trusts, 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 and LPL-sponsored programs, focusing on tailored investment advice with continuous account supervision and a multi-brand operating model supported by technology to serve a large client base.

Eric Meyer is a Series 65-licensed advisor at Foundations Investment Advisors LLC with one year of industry experience. His prior roles include positions at The Chamberlin Group, GardaWorld Security, and the University of Missouri - Columbia Trulaske College of Business. Meyer has also worked in various sectors outside finance, including security services and academia. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 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, utilizing tailored asset allocations and a broad range of investment products.

Donald Esstman is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with RubinBrown in various capacities since 1989. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and incorporates tax-aware practices and technology tools, managing approximately $3.86 billion in client assets.

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 with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Neighbors Credit Union and Thrivent Financial. Outside of his advisory career, he has experience working with the Contemporary Art Museum and in the food service industry. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, model and wrap programs, and ERISA 3(38) fiduciary services, combining internal discretionary portfolios with third-party management and advisory recommendations.

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 11 years of industry experience. She holds a Series 66 designation and has worked at Prospera since 2025, following 14 years at Cutter & Company, Inc. and over a decade at Greater Image. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer serving 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 around 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management.