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.

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.

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 with Prospera Financial Services, Inc. and previously spent 35 years at Cutter & Company, Inc. Outside of his advisory work, he is involved with the International Brotherhood of Magicians, serving on their investment committee. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

Miranda Hagar is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Acropolis Investment Management since 2022 and has prior experience with United Health Group, Palm Health, Dale Carnegie Training, Blue Cross Blue Shield of Texas, Sumits Yoga, and the University of Missouri. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by an Investment Committee to construct diversified, tax-efficient portfolios and offers specialized retirement services within the union workplace.

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.

Kevin Daniel is a CFP® and holds a Series 65 license with four years of experience in the financial services industry. He currently works at Plancorp, LLC and previously spent ten years at Ernst & Young LLP. Plancorp, LLC serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans. The firm offers wealth management, investment management, financial planning, and tax preparation services grounded in Modern Portfolio Theory, with discretionary and non-discretionary portfolio management and a focus on fiduciary practices.

Brian Wiedermann is a CFP® and Series 65 credentialed advisor at Plancorp, LLC with 23 years of industry experience. He has been with Plancorp, formerly Plancorp, Inc., since 2000. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements and incorporates discretionary and non-discretionary management, tax-aware strategies, and due diligence on third-party managers.

Susan Conrad is a financial advisor at Plancorp, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Plancorp since 2011. Plancorp serves individuals including high-net-worth clients, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, 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, providing discretionary and non-discretionary management across various asset classes while incorporating tax-aware strategies.

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.

Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

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.

Brian Watson is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Plancorp, LLC since 2020 and previously spent two years at Edward Jones. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm follows a Modern Portfolio Theory–based investment approach, offers discretionary and non-discretionary management, and provides tax-aware portfolio reviews and in-house tax preparation.

Devin Ploesser is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Plancorp, LLC and has prior experience with Wells Fargo Clearing Services and U.S. Bancorp Investments. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with 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 and incorporates documented Investment Policy Statements, offering both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

Kara Brockmeier is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.