Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for seven years before joining Independent Financial Group in 2022. Outside of advising, Steinkamp is involved in entrepreneurial activities including owning STL Spirits LLC, which arranges the purchase and retail sale of bourbon barrels, and he is also a musician. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing accounts on discretionary and non-discretionary bases with a national network of several hundred investment adviser representatives.

Richard Stone is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards offers a variety of advisory programs and employs a mix of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Gregory Goltermann is a CFP® professional with 17 years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at RubinBrown LLP and RubinBrown Advisors LLC, as well as experience founding GJG Capital, LLC and Goltermann & Associates P.C. He also provides business, accounting, and tax planning consulting services to legacy clients outside of his advisory work. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private-market capabilities.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Leann Trampe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. Prior to her financial services career, she was employed at Aviston Elementary. 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 range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has been with Benjamin F. Edwards since 2012 and holds the Series 63 and Series 66 credentials. 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 range of advisory programs, financial planning, and investment management solutions.

Steven Cook is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Eagle Strategies in 2022, he worked at Cetera and Cetera Financial Specialists LLC for over two decades. Outside of finance, Cook is involved in managing two local bar businesses, SMC Ventures LLC (The Tavern @ Clifton Heights) and Stan-Ad Ventures LLC (KT's Saloon). Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

Kayden Besher is a financial professional with Kestra Advisory Services, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Kestra, Besher worked at firms including Cetera Advisors and Wells Fargo Advisors. Outside of advisory work, Besher is affiliated with Burgdorf Wealth Managers as a financial professional. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Gabriel Wilson is a CFP® professional with 19 years of experience in the financial advisory industry. He has worked at Creative Planning since 2018 and previously spent five years with Edward Jones. Outside of his advisory role, he is an investor and member of BSD Capital, LLC, an investment club focused on life sciences funds. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tactical and tax-efficient techniques.

Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 23 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment models, with ongoing oversight from an Investment Strategy Committee.

Joshua Tarr is a CFP® and Series 66 credentialed advisor at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2018 and previously held roles at Mutual Advisors, LLC, Mutual Securities, Inc, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

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.

Jackson Lessmann is a financial advisor with First Command Advisory Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and has held several roles within First Command-affiliated entities since 2024. Prior to his advisory career, he was employed at the University of South Alabama and Enterprise State Community College. First Command Advisory Services, Inc. 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

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.

James Phelps is a financial advisor with &Partners in Saint Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth fund clients. The firm offers both investment advisory and brokerage services, utilizing the Envestnet platform and a range of proprietary and third-party investment strategies.

Jeffrey Luechtefeld is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he owns and operates drive-thru coffee kiosks in Owensboro, Kentucky. 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, and nonprofits, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and monitoring.

Ashley Durbin is a CFP® and ChFC® professional with 17 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and is also associated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2012. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to design and monitor portfolios with discretionary authority granted by clients.

William Davis is a CFP® with 13 years of industry experience, currently serving at Private Advisor Group, LLC since 2020. Prior to this, he worked for Archford Capital Strategies from 2015 to 2020. He holds a license to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting multi-custodian reporting and execution.

Troy Cox is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member. 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 organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight.