Jean Wright

Mitchell Kramer is the principal of Mitchell Kramer Advisors LLC and holds a Series 66 license with three years of industry experience. Before founding his firm, he worked at Stifel for four years and has a diverse background including roles in insurance and construction. Outside of finance, he is involved in equine and rodeo announcing through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, primarily recommending blue-chip equities, and offers both discretionary and non-discretionary management alongside hourly financial planning options.

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.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Billy Wisdom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and periodic review.

J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Cetera and Paramount Financial LLC. Outside of finance, he co-owns Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.