Michelle Kraintz is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with UMB Financial Services since 1997 and has worked with UMB Bank since 1990. Outside of her advisory role, she serves as secretary for the Belleville Oktoberfest nonprofit and treasurer for the Carrington Place Homeowners Association, both on a volunteer basis. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a mix of model-based and manager-driven investment approaches and offers access to a broad range of mutual funds, ETFs, municipal securities, and fixed income instruments.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has also worked as an insurance agent since 2014, offering life, health, annuities, and Medicare Advantage plans. Gandhi has additional experience at S&S Financial in a non-investment capacity related to insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of financial planning and investment solutions.

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Michael Moloney is a CFP® and ChFC® with 39 years of industry experience. He is currently with VestGen Advisors, LLC and previously worked at Cambridge Investment Research Advisors, Inc., Universal Financial Planning Consultants, Inc., and LPL Financial among others. Moloney serves on the board of The E. Walter Hausstette Charitable Foundation, which awards grants primarily in the St. Louis area. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment offerings.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.

Jonathan Ewanio is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Patrick Capital Markets, MBM Wealth Consultants, Saxony Securities, Scottrade, and Edward Jones. Saxony Capital Management serves individual and institutional clients with portfolio management and financial planning through a multi-team approach. The firm uses a variety of investment methods and offers discretionary asset management alongside financial planning and consulting services.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Lisa Avenevoli is a CFP® with 16 years of industry experience, currently serving as an advisor at Blackridge Asset Management, LLC since 2021. She previously worked for Steve Robbins, Inc. for 21 years. Outside of her advisory role, she is a joint owner of a building and assists with its bookkeeping. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm’s investment process incorporates fundamental, technical, and charting analysis with strategies including asset allocation, rebalancing, and diversification.

Austin Francis is a financial advisor with BFC Planning, Inc. in Manchester, MO. He holds the Series 66 designation and has one year of industry experience. Prior to joining BFC Planning, he worked at Berthel, Fisher & Company Financial Services, Inc. and Moloney Securities Asset Management LLC. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, offering a variety of program structures and investment strategies tailored by independent adviser representatives.

Anthony La Rocca is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and experience dating from 2016. His prior roles include positions at Integritel and Hermann London, as well as teaching roles at Fontbonne University and Hazelwood West High School. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using model portfolios and a combination of fundamental, technical, and cyclical analysis.

David Brooks is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved with Financial and Tax Architects since 1996 and also manages FTA Insurance Services, where he spends a significant portion of his time. Brooks has roles at RIA Compliance Services, LLC as well. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” with monthly account reviews and rebalancing, serving mostly discretionary clients and offering a sub-advisory business to other registered investment adviser firms.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1992. Outside of his advisory role, he is active as an insurance agent covering life, health, annuity, property, and casualty lines, and manages two business entities related to financial services and insurance sales. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Robert Langhorst is a financial advisor at Secure Asset Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Concorde Asset Management and Dempsey Lord Smith. Outside of advising, he serves as president of a consulting and services firm, 1031 Consulting and Services Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on equitable allocation of investment opportunities while maintaining custody with external custodians.

Tracey Richardson is a financial advisor at Impact Partnership Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including BDO Wealth Advisors, Northwestern Mutual Investment Services, and AIG Retirement Services. Outside of advisory roles, she is an instructor for the American Retirement Institute, conducting seminars on retirement topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary wrap-fee platform.

Gabrielle Keifer is a financial advisor at Cornerstone Wealth Management, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and employs a team-based approach using fundamental, quantitative, and qualitative analysis across various investment vehicles with ongoing account supervision and periodic reviews.

Calvin Neeman is a financial advisor with Cornerstone Wealth Management, LLC in Columbia, Illinois, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Cornerstone Wealth Management since 2016 and previously spent nine years at Edward Jones. Outside of his advisory role, he is involved 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, providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets as of year-end 2025 and employs a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and rebalancing.

Sean Kenney is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in hospitality and construction, as well as with the Institute of Christ the King Sovereign Priest. Financial & Tax Architects primarily serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers discretionary portfolio management and financial planning, employing proprietary “Private Wealth Strategies” that use exchange-traded funds, individual securities, and trend-aware rebalancing.

David Smith is a financial advisor with Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Smith Patrick LLC and its predecessor entities since 2007 and was also associated with Swink, Smith, Coplen & Company, P.C., and Blue Ocean Portfolios, LLC. Outside of advisory services, Smith is a partner and accountant at Smith Patrick PC, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by offering discretionary asset management, fiduciary services for retirement plans, back-office support, and financial planning. The firm utilizes broadly diversified, passively managed portfolios focusing on long-term, buy-and-hold strategies with an emphasis on cost minimization and fee transparency.