Krilogy

Bryce Dalrymple is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Krilogy Financial since 2020 and previously held positions at Clayco and Professional Employment Group. Bryce is based in Saint Louis, MO. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub-advisory model delivery, using a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Sarah Meyer is a financial advisor at Krilogy with a Series 65 designation and over eight years of industry experience. She previously worked at Moneta Group Investment Advisors, Express Scripts, and Commerce Bank. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, using a combination of quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

Brett Siegfried is a financial advisor at Krilogy with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Krilogy Financial LLC and JPMorgan entities since 2012. Krilogy Financial LLC serves individuals, families, retirement plans, charitable organizations, foundations, institutions, and businesses by providing portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers integrated household-level management including held-away accounts.

Karen Maurer is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding the CFP® designation and Series 63 and 66 licenses. She has 30 years of industry experience, including two decades at Crown Capital Securities, LP. Maurer serves on the board of the St. Louis Crisis Nursery, advising its CEO. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services using a primarily long-term, CIO-led investment approach that incorporates quantitative, qualitative, and fundamental analysis.

Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays through an Investment Committee and CIO-led process.

Jane Leech is a financial advisor at Krilogy with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years before joining Krilogy in 2021. Krilogy Financial LLC serves a wide range of clients including individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, using a combination of quantitative, qualitative, and fundamental analysis to manage portfolios through an Investment Committee and CIO-led process.

Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Saxony Capital Management. Outside of his advisory role, Lewis owns KEP Law, LLC, which provides estate planning services. Krilogy Financial LLC serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Lucas Nikolaisen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. Before joining Krilogy, he worked at Midwest Acceptance Corp and A.Mrazek Moving Systems. He also maintains a role as a licensed life and health insurance agent. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Hanh Nguyen is a CFP® and holds a Series 65 license, with nine years of industry experience. He has been with Krilogy Financial since 2016 and previously worked at Warrenton High School. Outside of his advisory role, Nguyen is a minority partner in a general maintenance and residential repairs company and is involved in residential and commercial real estate activities through related LLCs. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and family office services, employing a long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

Paul Rhea is a financial advisor at Krilogy with 10 years of industry experience. He holds a Series 66 designation and has worked at Krilogy Financial since 2022. His prior roles include positions at Black Knight Financial Services, TD Ameritrade, and Scottrade. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays and offers portfolio management, financial planning, corporate retirement plan consulting, and family office services.

Kristin Poole is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. She previously worked at Buckingham Asset Management, LLC for seven years. Poole holds an adjunct lecturer position at Washington University, where she teaches courses on Wealth Management Practice. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and family office services.

Patrick Monahan is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Saxony Securities Inc since 2014 and has been with Krilogy Financial since 2010. Monahan hosts "The Enrich Your Journey Podcast," an educational platform focusing on financial planning strategies. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Michael Barbercheck is a CFP® with seven years of industry experience, currently serving as a financial advisor at Krilogy Financial since 2018. Prior to this, he worked at Scottrade, Inc. and has experience with St. Louis Community College and Lutheran Senior Services. He is also licensed as a Life and Health Insurance Agent. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

Jeffrey Hercules is a financial advisor at Krilogy with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kansas City Life Insurance since 2011. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.