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 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, 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 using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

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.

Calvin Neeman is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of his advisory role, he is involved part-time in tax preparation and accounting through Triada Tax Consultants. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing assets and provides both discretionary and non-discretionary services through various LPL-sponsored advisory programs.

Thomas Reis is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Larson Financial Securities, LLC and Four Seasons Distributors. 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 utilizes both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research tools.

Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers 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 investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Joshua Packman is a financial advisor with Copper Financial in St. Louis, Missouri, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as Cuna Mutual Group. Outside of his advisory role, he is involved as a member in real estate investment entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm works with both individual and institutional clients, including trusts and foundations, providing ongoing advisory services and one-time financial plans.

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.

Edita Hamzagic is a Series 65-credentialed financial advisor at RubinBrown Advisors LLC with five years of industry experience. She previously worked at Duff & Phelps LLC from 2016 to 2019. Hamzagic has been with RubinBrown Advisors since 2019. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management alongside third-party manager 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 24 years of industry experience. He is the principal advisor at Larson Capital Management, LLC, where he has worked since 2013. Larson also serves as CEO and partner of Larson Financial Holdings, a network of affiliated companies spanning financial services and other business ventures. He holds board positions with nonprofit organizations and owns a restaurant business. Larson Capital Management, LLC is a real-estate-focused private equity adviser managing approximately $987.5 million in discretionary assets as of the end of 2024. The firm primarily serves institutional and high-net-worth investors, investing in institutional-grade office and industrial properties as well as vacation, multifamily, development, oil and gas, and mezzanine debt opportunities.

Daniel Upchurch is a financial advisor at Van Clemens Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Financial & Tax Architects, LLC and Yates Group. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of investment methods, including modern portfolio theory and third-party managers, alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Trevor Davis is a financial advisor at Cornerstone Wealth Management, LLC in Columbia, Illinois, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial and Synergy Wealth Solutions, as well as earlier positions in education and construction. Outside of advising, he is involved in coaching at Gibault Catholic High School. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through a combination of advisor-led discretionary management and LPL-sponsored programs, utilizing a multi-brand approach supported by technology to manage a high client load.

Rick Militello is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Militello Wealth Management since 2008 and Royal Alliance Associates from 1990 to 2019. Militello Wealth Management operates as an investment-related business under his ownership in both O’Fallon, IL, and Naples, FL. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account solutions in its investment approach.

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. 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 multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

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 bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also coaches high school baseball. 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 and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with investment practices aligned with its affiliated bank, UMB Bank, n.a.