Eugene Brucker III is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Bankers Life and its affiliated entities in various roles since 2016. Outside of advising, he serves as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents, and he holds leadership positions as Vice President in local business networking organizations focused on professional referrals. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals, offering both wrap and non-wrap programs with access to a range of securities.

Joseph Delia is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to individual goals and risk tolerance.

Jerry Adzima is a financial advisor with GWN Securities Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is a licensed insurance agent for life, annuity, and long-term care insurance and is involved with the Citizens Police Academy Alumni Association supporting the St. Louis County Police. He also serves as Vice President of Programs for the St. Louis Pachyderm Club, organizing speakers and occasionally filling in as president. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Avraham Roberts is a CFP® professional with three years of industry experience, currently serving as an associate advisor at Kestra Advisory. He previously worked at Bank of America and Merrill and has held roles outside finance, including as a rabbi for the nonprofit Ignite YP Inc., where he provides religious counseling and education. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and plan-level investment advice supported by thorough due diligence. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Erin Abeln is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years and at Mercy for two years. Erin took a one-year break as a stay-at-home mom before joining Kestra Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large institutional investors such as sovereign wealth funds.

Daniel Parish is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards & Company, Inc. since 2015, with a brief period at National Planning Corporation from 2016 to 2017. Benjamin F. Edwards & Company, Inc. 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, investment management consulting, and brokerage services, with managed solutions that combine proprietary strategies and third-party models.

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Joseph Mcculloch Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2019. Prior to joining Cetera Planning Partners, he worked at Bank of America and Merrill from 2014 to 2019. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach includes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Larisa Sharockman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has held positions at several major firms, including Wells Fargo Advisors, Charles Schwab, and Fidelity. Outside of her advisory role, she provides weekend care for her mother, assisting with daily activities. Citigroup Global Markets serves a wide range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Leland Kraus is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Kraus holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to deliver tailored recommendations. The firm is affiliated with Charles Schwab & Co. and serves clients through a high-touch approach that involves annual reviews and guidance on a range of investment options.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christopher Folz is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at TD Ameritrade, Pennymac, Citimortgage, and Banc Of America Investment Services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including proprietary research and market roles such as swap dealing and futures commission merchant services.

Nawar Alhariri is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Citigroup, NYLIFE Securities, New York Life Insurance Co., and Stifel. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm employs a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 66 and Series 63 credentials and having five years of industry experience. He has worked with affiliated firms Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2010. Outside of advisory work, he is a 1099 agent for Bankers Life & Casualty, focusing on insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Matthew Marting Sr. is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Marting Financial, where he engages in insurance-related activities. 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 services, plan-level investment advice, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.

Travis Short is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at TD Ameritrade and Ditech Holding Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies with internal manager selection and oversight, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Michael Ross is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2015. He has nine years of industry experience. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm 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.