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.

Joseph Weinbauer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Berthel Fisher & Company since 2010 and serves as Managing Principal of Weinbauer Financial Group. Outside of his advisory role, he is active in the St. Louis community, serving as Treasurer for the St. Louis Junior Invitational, President of the Hill Business Association, and a Board Director at Norwood Hills Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

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 Stryker is a financial advisor at UMB Financial Services, Inc. He holds a Series 66 designation and has been with UMB Financial Services since 2021, following experience at UMB Bank and previously at Mike Shannan's Grill. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm provides multiple managed account options and integrates bank-affiliated fixed-income practices with both discretionary and non-discretionary investment strategies.

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.

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.

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.

Timothy Haehnel is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RubinBrown Advisors and Vanderbilt University, as well as an academic appointment at St. Louis University. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm emphasizes strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware practices and technology to support financial planning.

Jason Stroede is a financial advisor with Sowell Management based in Belleville, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He is also the founder and owner of Clarus Wealth Management, an investment advisory and insurance business that includes services related to Certified Divorce Financial Analyst designations. Additionally, Stroede has ownership in an e-commerce website, Madrigear. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement plan advisory services. The firm utilizes various management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.

Steven Wisniewski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. He holds a Series 66 registration and is based in St. Louis, MO. RubinBrown Advisors LLC 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 assets and employs a strategic asset allocation approach using model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice.

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.

Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.

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.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Passport Wealth Management and XYPN Invest. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, utilizing a primarily passive investment approach grounded in modern portfolio theory. The firm is notable for its fixed advisory fee structure and selective use of specialized strategies such as long/short direct indexing implemented through outside managers.

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.

Brian Shapiro is a financial advisor at Forum Financial Management, LP with 22 years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Forum Financial Management in 2019. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing them with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.