Chad Treacy is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. He has worked at UMB Financial Services since 2017 and has been with UMB Bank since 2011. 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, offering various program options and access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments. The firm employs a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Kyle Wort is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial, LLC since 2012. Outside of his advisory role, Wort owns a separate investment-related business involved in real estate rental and development. 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 model asset-allocation portfolios, discretionary programs, strategic and tactical approaches, and third-party manager monitoring while incorporating AI-assisted tools to support research and documentation.

Blake Bredensteiner is a financial advisor with Larson Financial Group, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LionsGate Advisors / Larson Financial Group since 2019 and previously operated Bredensteiner & Associates, an accounting and bookkeeping firm providing tax and payroll services. Larson Financial Group, LLC 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 through a combination of model portfolios, discretionary programs, and third-party manager recommendations.

Kevin Gaffey is a financial advisor at Zacks Investment Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Empower Financial Services. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.

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 63 and Series 65 licenses and has seven years of industry experience. Prior to her current role, she worked at Mutual of Omaha Insurance Company and was employed at St Albans Country Club. Outside of her advisory duties, she works as a welder and painter for a local metal railings company. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates primarily through a platform relationship with Envestnet and integrates 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 experience in the financial services industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013 and previously from 2006 to 2009, as well as at Missouri Valley Partners, Inc. from 2000 to 2005. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines discretionary and non-discretionary investment management with multidisciplinary planning and also provides brokerage and insurance services, integrating these through its Private Client Services model.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Charles Eller is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cornerstone since 2015. His prior experience includes roles at LPL Financial and U.S. Bancorp Investments. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing client portfolios and supports over 12,000 clients with discretionary assets nearing $5 billion.