Scott Hoskins is a financial advisor at BFC PLANNING, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked with World Equity Group and Berthel Fisher & Company Financial Services prior to his current role. Outside of advising, Hoskins is involved in the restaurant industry, working as a server at Prados Restaurant. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various external managers, employing a range of investment strategies across multiple platforms.

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.

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.

Nathan Ward is a CFP® and holds a Series 65 license, working with Acropolis Investment Management since 2020. He has four years of industry experience following a decade of education. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework based on long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, and it maintains a focused retirement practice for union workplaces alongside advisory roles for numerous company-sponsored plans.

Stefanie Clark is a financial advisor at Smith, Moore & Co. with nine years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Smith, Moore & Co., she worked at Keystone Staffing and Live Nation Entertainment. Outside of finance, she teaches dance and tumbling at a civic dance studio. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor strategies, and outsourced managers across a range of asset classes.

Scott Hoff is a CFP® and ChFC® with 21 years of industry experience, currently serving at First Heartland Consultants, Inc. He has been with the affiliated First Heartland Capital Inc. since 2000. Outside of his advisory work, he is president of Italiano Per Piacere, an Italian language club that organizes events to promote the language. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives utilizing various analytical techniques and strategic asset allocation.

Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. Acropolis Investment Management, LLC 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 low turnover, combining quantitative modeling with security-level analysis.

William Mckillip is a CFP® with 29 years of industry experience, currently serving as an advisor at Acropolis Investment Management, L.L.C. since 2018. He previously worked at MML Investors Services, Inc. for 21 years and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he is a partner in McKillip Financial Services, which focuses on life, health, disability, and long-term care insurance. Acropolis Investment Management, LLC is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs a committee-driven investment process emphasizing strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Shaun Felber is a financial advisor with Principal Advised Services in Wentzville, Missouri, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Principal Financial Services, First Mid Bank & Trust, Fidelity Investments, and Citi. Outside of advising, he umpires little league baseball and softball games for the City of Wentzville. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering a blend of non-discretionary investment recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

Robert Blattel is a CFP® with 35 years of industry experience. He is currently an advisor at Prospera Financial Services, Inc., having previously worked for Cutter & Company, Inc. for 35 years. Outside of his advisory work, he is involved with the International Brotherhood of Magicians, serving on their investment committee. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a range of clients, including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Miranda Hagar is a CFP® and Series 65 credentialed financial advisor at Acropolis Investment Management with four years of industry experience. Before joining Acropolis in 2022, she held roles at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she previously worked with Sumits Yoga for two years and has experience with Dale Carnegie Training and the University of Missouri. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios and maintains a distinct retirement practice focused on union workplaces, managing over $2.6 billion in discretionary assets.

Jennifer Lissner is a CFP®-certified financial advisor at Acropolis Investment Management with 21 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years and has been self-employed since 2005. Outside of finance, she is a novelist and author based in St. Louis, with several published books including titles on military and organizational themes. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data and blends quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.

Adam Clark is a CFP®, PFS™, and Series 65-licensed advisor with eight years of industry experience. He is currently affiliated with Mariner Independent and also manages Investtax Wealth Advisers, LLC, and ITWA CPA Tax Services, where he provides CPA services unrelated to investments. Clark has prior experience with Moneta Group Investment Advisors and Deloitte Tax LLP. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and both investment and tax advisory services through a platform that integrates institutional and retirement plan resources.

Corey Breneman is a financial advisor at Wealth Management with over 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management since 2006. In addition to his advisory role, Breneman is president and owner of an accounting firm providing personal and corporate tax and accounting services. He also serves as treasurer for a nonprofit church and is involved with multiple charitable organizations. Wealth Management offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in client assets and employs a passive investment approach focused on no-load mutual funds, ETFs, and model allocation portfolios with a long-term, buy-and-hold strategy.

Dale Huber is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Planning Corporation before joining Cornerstone and LPL Financial in 2017. Outside of advisory services, he is involved in tax preparation and accounting through related business activities. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management and financial planning. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental and quantitative analysis with continuous account supervision to tailor investment advice to client goals.

Patrick Ritter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Core Planning in Ofallon, MO. He has held positions at firms including Kemper, Krilogy, Compass Retirement Solutions, Wells Fargo, and Fiduciary Advisors, Inc. In addition to his advisory role, he works as a talent development consultant with Kemper. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Scott Blattel is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Blattel has been associated with Blattel and Associates since 2000 and Cutter & Company Brokerage, Inc. from 2000 to 2025. Outside of his advisory role, he is involved with Blattel & Associates, where he offers term insurance products through Banner Life. Prospera Financial Services, Inc. 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 other business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Ott is a financial advisor with Arax Advisory Partners in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. Prior to joining Arax Advisory Partners in 2025, he worked at Summit X, LLC for nine years. Outside of his advisory role, Ott owns Legacy Performance Academy, a baseball training business, and is involved with Legacy Performance Zone, a land holding company. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement consulting. Arax distinguishes itself with performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Andrew Nicholl is a financial advisor with First Heartland Consultants, Inc. in Maryland Heights, MO. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Nicholl has been with First Heartland Capital Inc. since 2003 and operates a sole proprietorship providing consulting and sales of insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.