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.

Adam Bippen is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Summit Wealth Strategies and the University of Missouri. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

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® professional with 16 years of industry experience, currently serving as a financial advisor at Blackridge Asset Management, LLC since 2021. Prior to that, she worked for Steve Robbins, Inc. for 21 years. She is a joint owner of JAGS Investment, LLC, where she assists with bookkeeping and record-keeping. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis, offering model-based portfolio management and estate-planning support through an online platform.

Minjung Son is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, blending equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Amy Crews is a financial advisor at Acropolis Investment Management, L.L.C. with 12 years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2013. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.

Austin Francis is a Series 66-licensed financial advisor with BFC Planning, Inc. in Manchester, MO. He has one year of industry experience and has held roles at Berthel, Fisher & Company Financial Services, Inc. and Moloney Securities. Prior to his financial services career, he worked at C.J. Muggs for 16 years. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional investors through a network of roughly 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored by its advisers.

Kelsie Barrow is a PFS™ professional affiliated with Plancorp, LLC in Saint Louis, MO. She has worked in the financial services industry since 2020, including prior experience at Schowalter & Jabouri, P.C. and RubinBrown LLP. Plancorp serves high-net-worth individuals, business owners, trustees, charitable organizations, and retirement plans with wealth management, financial planning, investment management, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside tax-aware strategies and third-party manager due diligence.

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.

Charles Meyer Sr. is a financial advisor at Plancorp, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plancorp since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Brian King is a CFP® professional with 18 years of experience, currently affiliated with Plancorp, LLC in St. Louis, MO. He has been with Plancorp since 2008. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory, employs documented Investment Policy Statements, and incorporates tax-aware strategies along with discretionary and non-discretionary management options.

Lawrence Legrand is a financial advisor at Plancorp, LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Plancorp since 2010, previously working at Plancorp Holdings, Inc. from 2001 to 2023. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and utilizes documented Investment Policy Statements to guide asset allocation across various vehicles, with discretionary and non-discretionary management options.

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.

Alex Umble is a financial advisor at Acropolis Investment Management, L.L.C. with one year of industry experience. He holds the Series 65 designation and has been with Acropolis since 2022. Prior to his current role, he was a student at Edinboro University from 2018 to 2021. Acropolis Investment Management is a fee-only wealth management firm that serves individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.

Bruce Ward is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Cutter & Company Brokerage Inc, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory role, Ward volunteers as an admissions partner and Missouri state coordinator for the U.S. Coast Guard Academy, participating in college fairs and coordinating admissions efforts. Prospera Financial Services, Inc. is a multi-team advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a variety of advisory and brokerage platforms, offering customizable portfolio construction and ongoing oversight across multiple investment vehicles.

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 been affiliated with LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning.

Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.

Matthew Baisden is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Plancorp since 2016. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Trisha Koontz is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Summit Wealth Strategies, Commerce Brokerage Services, and Commerce Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a mix of internal portfolio management and third-party models.