Blake Bredensteiner is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Larson Financial Group, he worked at Resource One Advisors and operated Bredensteiner & Associates, an accounting and bookkeeping firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with particular emphasis on serving doctors and related businesses. The firm employs a blend of model portfolios and custom discretionary programs, utilizing both strategic and tactical investment approaches along with affiliated broker-dealer, real estate, and private equity operations.

Kevin Gaffey is a financial advisor at Zacks Investment Management, Inc. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Fisher Investments and Bank of America. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, employing a blend of proprietary quantitative models and qualitative portfolio management across a variety of strategies. The firm also manages mutual funds and ETFs and offers its services through both direct and third-party platforms.

Ellen Williams is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. She previously worked for Cutter & Company, Inc. for 35 years before joining Prospera in 2025. Outside of her advisory role, she serves as co-chair of the finance committee at Ladue Chapel in St. Louis. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to various advisory programs and platforms.

Randy Miller is a CFP® with 21 years of experience in the financial services industry, currently affiliated with Larson Financial Group, LLC. He has been with the Larson organization since 2007, including roles at Larson Financial Securities, LLC. Outside of his advisory work, he serves as president and CEO of SGM Properties, LLC, a real estate investment company, and is a director on the board of the Metro East Real Estate Investors Association. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, offers custom discretionary programs, and integrates AI-assisted tools alongside human oversight in its client service process.

Sherri Kramer is a financial advisor with Stifel Independent Advisors, LLC who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Stifel Independent Advisors since 2006 and also has prior experience at Keefe, Bruyette & Woods, Inc. since 2019. Kramer is based in St. Louis, MO. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations.

Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.

Claude Gianetto is a financial advisor at Principal Advised Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Principal Advised Services provides investment advice and services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and is part of the Principal Financial Group, which facilitates access to affiliated funds, banking products, and model services.

Deborah Burlingame is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding a Series 66 license and bringing 14 years of industry experience. She has been with Stifel since 2007 and has worked at Keefe, Bruyette & Woods, Inc. and Miller Buckfire & Co., LLC. Outside of her advisory role, she serves as treasurer for Alton Pride, a charitable organization focused on LGBTQ+ advocacy. Stifel Independent Advisors serves a diverse range of clients including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary models to tailor asset allocation recommendations and provides both brokerage and fiduciary advisory services depending on client needs.

Brandon Lochstampfor is a financial advisor at Larson Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2012. Outside of his advisory work, he operates a separate financial advisor services firm. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily serving doctors, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted tools alongside human oversight.

Charles Dodson is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at J.A. GLYNN Investments LLC for 14 years and has been with Stifel since 2022. Outside of his advisory role, he serves as a committeeman for the St Francois County Republican Central Committee. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach combines proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Geoffrey Bright Jr. is a financial advisor at Stifel Independent Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several Stifel entities since 2003, including Stifel Nicolaus and Company and Century Securities Associates. Mr. Bright serves as an arbitrator for FINRA and is a member of the Susan G. Komen Missouri & Kansas Board of Directors. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm’s approach integrates proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Ryan Trenz is a Series 66-licensed financial advisor with Principal Advised Services, bringing eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group, leveraging affiliations with multiple entities to deliver integrated solutions.

Stephen Mcgoff is a financial advisor at Altitude Capital Management LLC in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo Clearing Services, and MassMutual Life Insurance Co. He is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without an account minimum. The firm’s investment approach is customized to client goals and risk tolerance, primarily managing accounts on a discretionary basis.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to her advisory role, she worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, and she was employed at St Albans Country Club. In addition to her advisory work, she is a welder and painter for a local metal railings business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily uses Envestnet platforms and Pershing as custodian, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including 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 based on Modern Portfolio Theory.

Steven Jones is a CFP® and CFA® with 20 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2013. Based in St. Louis, MO, he holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers investment implementation through strategic asset allocation and model portfolios overseen by an Investment Committee.

Brian Wolfe is a ChFC® with 12 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2013. He previously worked at Independent Living Financial from 2013 to 2024. Wolfe also owns Independence Wealth Advisory Inc., focusing on financial planning and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates through a network of Investment Advisor Representatives and third‑party money managers, managing approximately $1.39 billion in total platform assets with a largely non-discretionary, client-approved transaction model.

Charles Eller is a financial advisor at Cornerstone Wealth Management, LLC in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2015. He is also associated with Eller Wealth Strategies, a home-based business entity established for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Brent Robbs is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds the CFP® and PFS™ designations, as well as the Series 66 license. His prior experience includes roles at PNC Bank and Stifel Nicolaus. Outside of advising, Robbs owns and operates a tax preparation and consulting business. 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, custom discretionary programs, option overlays, and separately managed account strategies.