Jesse Offard is a financial advisor at Citigroup Global Markets with Series 63 and 65 credentials and two years of industry experience. His prior work includes roles at Bankers Life Securities, Charles Schwab, and TD Ameritrade, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Brett Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of experience at the firm. He has been with Benjamin F. Edwards & Co. since 2014 and is based in Eureka, Missouri. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Lukas Noll is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, including discretionary management and model-based strategies through proprietary and third-party platforms.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. 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 vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa 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 at firms including Charles Schwab & Co., LPL Financial, Cadaret Grant & Co., and Stifel Nicolaus. Based in St. Louis, MO, he has held roles primarily focused on wealth advisory and financial services. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program as well as certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab's asset-allocation models and research tools to guide investment selection and offers at-least-annual portfolio reviews tailored to clients' goals and risk tolerance.

James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles within the Ameritas family of companies since 2022. Prior to his financial services career, he spent nine years in full-time education. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms while leveraging third-party technology and managers.

David Fingerhut is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Financial Legacy Associates, LLC and OSAIC for over two decades. Fingerhut is also the owner of Compliance Company, LLC, a private entity facilitating securities, advisory, and insurance business, and provides tax preparation services. Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. 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.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Seyda Holekamp is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Timothy Grisby is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, TD Ameritrade, and MineSense Technologies. Grisby is based in St. Louis, MO. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

John Blest is a CFP® professional affiliated with Schwab Wealth Advisory, bringing nine years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, and Scottrade. Outside of finance, he is involved in general contracting work related to construction, carpentry, and concrete. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

James Muccigrosso is a financial advisor at Principal Financial Services with 39 years of industry experience. He holds Series 65 and Series 63 designations. His career includes over 28 years with Principal Life Insurance Company and 10 years with Principal Securities Inc. He occasionally sells group insurance products to existing clients. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

Christopher Halpin is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at The Standard, Paychex Inc, Stifel Nicolaus, Lincoln Financial Distributors, and Eaton Vance Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Joanne Welker is a CFA® charterholder and holds Series 63 and 66 licenses. She has 18 years of industry experience, all with Benjamin F. Edwards & Company, Inc., where she has worked since 2008. She is a board member and serves on the investment committee for Our Lady's Inn, a nonprofit organization based in St. Louis, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using both proprietary and third-party strategies.

Marc Kessler is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Benjamin F. Edwards & Co since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and certain M&A advisory services.