Michael Hermann is a CFP® and ChFC® affiliated with Larson Financial Group, LLC in Saint Louis, MO, with 17 years of industry experience. He has worked at Larson Financial Group since 2020 and prior to that held roles at TD Ameritrade, Scottrade, and Edward Jones. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical approaches, including model portfolios and custom discretionary programs.

John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.

Eric Fitterer is a financial advisor with Principal Advised Services, holding a Series 66 designation and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and various divisions of Principal Financial Group, where he currently provides investment advice to retirement plan participants. Principal Advised Services focuses on delivering investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party and proprietary models. The firm’s affiliation with Principal Financial Group allows access to integrated products and services across multiple financial sectors.

Jeffrey Gelber is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has worked at B. Riley Wealth Management since 2005. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs and financial planning services.

Staci Atwood is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Stifel and its affiliated firms since 1995. Outside of her advisory role, she serves on the Finance Committee and Administrative Board of St. Matthew Church and is Treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services such as financial planning and portfolio management. The firm utilizes proprietary modeling and a collaborative planning process to tailor asset allocation recommendations.

Brent King is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Stifel Independent Advisors since 2018 and at Stifel since 2017, with prior experience at TIAA and TIAA-CREF from 2012 to 2017. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations and operates both broker-dealer and advisory services depending on client needs.

Jason Baldus is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Visionary Wealth Advisors, LLC and has prior work experience at Mass Mutual Life Insurance Company and Northwestern Mutual Investment Management. 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.

Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. 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 a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.

Scott Bailey is a CFP® with eight years of industry experience, currently serving at Fifth Third Wealth Advisors LLC since 2024. Prior to this, he spent 25 years at TIAA Trust, N.A. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, leveraging third-party managers and affiliated model strategies.

Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.

Jeffrey Cowley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Citizens Private Wealth in St. Louis, MO. His prior work includes roles at Citizens Bank NA, Clarfeld Financial Advisors LLC, Central Trust Company, and Truist Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Thomas Reis is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Larson Financial Securities, LLC, Four Seasons Distributors, and 1st Phorm International. 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 uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, supported by AI-assisted tools alongside human oversight.

Robert Wort is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. He joined Larson Financial in 2022. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches and utilizes AI-assisted tools alongside human review for client recommendations.

Katherine Shands is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. Outside of her advisory role, she serves as a committee member for the Shrewsbury Aquatic Center Exploration Committee, which conducts research and provides recommendations regarding community aquatic facilities. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs both model-based and manager-driven investment approaches, offering access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments.

Benjamin Westerman is a CFP®, PFS™, and holds a Series 65 license with 11 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at Resources Investment Advisors, LLC and HM Capital Management. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that incorporate mutual funds, ETFs, and both active and passive management, supported by an Investment Committee.

Paul Larson is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Larson Financial Group, LLC. He has held roles at various affiliated entities, including Larson Wealth Partners and Larson Capital Management. Larson is also involved as a board member in nonprofit organizations and has ownership interests in businesses ranging from restaurant operations to consumer automobile leasing. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers pension consulting and affiliated private-equity services.

Rick Militello is a financial advisor with Integrated Advisors Network LLC in Ofallon, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Militello Wealth Management, where he currently holds an ownership interest. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with a range of investment strategies, and frequently utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

Bradley Keene is a CFP® professional with 25 years of industry experience. He has been with Visionary Wealth Advisors, LLC since 2014. The firm serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. Visionary Wealth Advisors employs a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed model portfolios and options managed by independent third-party managers.

Kenneth Dow is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at UMB Financial Services since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as a high school baseball coach. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions utilizing documented suitability reviews and model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.