Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Jason Ariston is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates, Inc., Wells Fargo Clearing, and Wells Fargo Advisors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management utilizing proprietary strategies alongside third-party models.

Richard Stone is a CFP® professional with 26 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career spans roles at several well-known firms in the industry. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and investment management services using both proprietary strategies and third-party models.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.

Leann Trampe is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. She also has experience in education from her time at Aviston Elementary. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, combining proprietary strategies with third-party models and operating an internal trading desk alongside Pershing custody services.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012, following two years at Wells Fargo Clearing. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. Benjamin F. Edwards offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Kayden Besher is a financial professional at Kestra Advisory with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Kestra Advisory Services, LLC in 2026, Besher worked at Cetera Advisors, Burgdorf Wealth Managers, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, and brokerage services.

Haider Yousif is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Charles Schwab. Yousif also serves as a FINRA arbitrator on a voluntary basis, participating in panels that address financial disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades conducted only upon client authorization.

Blake Steele is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Edward Jones from 2014 to 2016. Based in St. Louis, MO, Steele serves clients as part of a larger team at Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team that selects and monitors model portfolios and third-party managers.

Scott Szymula is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through PCRM, LLC. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified plan sponsor and trustee services, and family office offerings. The firm employs varied investment strategies and provides tax planning and consolidated reporting services through its affiliated accounting subsidiary and family office practice.

Elliot Rybak is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes over a decade at Bank of America and advisory roles at The Chamberlin Group and C2P Capital Advisory Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Joshua Pauli is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Benjamin F. Edwards, U.S. Bank, U.S. Bancorp Investments, Inc., and TD Ameritrade. Prior to his financial services career, he was involved with Vac It All Services Inc and Assaypro LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Charles Saenger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Benjamin F. Edwards since 2025 and previously spent ten years at L.M. Kohn & Company. Outside of his advisory role, he serves as CFO of a farming operation in Arkansas through Sadac, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory services including wrap-fee programs, financial planning, and managed solutions that combine proprietary strategies and third-party models.

Joshua Erni is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services utilizing both proprietary strategies and third-party models.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jeffrey Luechtefeld is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory, brokerage, insurance, and M&A services through over 500 advisors.