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.

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 is also the owner of Independence Wealth Advisory Inc., where he is involved in financial planning and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering portfolio services on a non-discretionary basis.

Kristin Sullivan is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Smith Moore and SCOTTRADE. 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 incorporating strategic and tactical approaches, along with AI-assisted tools to support research and documentation.

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.

Gregory Mullican is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Edwardsville, IL. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team approach managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed model portfolios.

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.

Nir Regev is a financial advisor at Diversify Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at DFPG Investments, Inc. since 2016 and at his own firm, Regev Group, since 2001. In addition to his advisory roles, he operates an insurance agency providing life insurance and fixed annuities. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm employs a tactical diversification investment approach and offers various portfolio delivery options alongside flexible fee structures including fixed and hourly fees.

Matthew Steffensmeier is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. Prior to joining Coppell Advisory Solutions in 2026, he worked at Stephens Planning and Vantage Point Financial. Coppell Advisory Solutions, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.

Evan Mowen is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2021. He has also been associated with Opel Private Wealth, LLC since 2013. In addition to his advisory role, he works as an independent insurance agent specializing in life, disability, long-term care, and health insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked with Stifel Independent Advisors since 2009 and has been affiliated with Stifel in various capacities since 1978. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, providing brokerage and investment advisory services tailored through a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.