Jordan Faerber is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cornerstone Wealth Management, LLC. His prior roles include positions at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. Faerber also owns a tax preparation and accounting business, Faerber Tax Services. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm utilizes a blend of fundamental, quantitative, and qualitative analysis with regular portfolio reviews and participates in various LPL-sponsored advisory programs.

David Hoff is a ChFC® credentialed financial advisor with 41 years of industry experience. He is affiliated with First Heartland Consultants, Inc. and has held roles at related entities since 1982, including First Heartland Capital, Inc. and Centerre Capital, LLC. Hoff is also an owner of Elite Partners, LLC, a producer group. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Sarah Molitor is a financial advisor at First Heartland Consultants, Inc. in Lake St Louis, MO, holding a Series 66 designation with three years of industry experience. She has been associated with First Heartland Capital Inc. since 2013. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Joseph Kinnison is a CFA® charterholder with 15 years of industry experience. He has worked at First Heartland Consultants, Inc. since 2021 and previously spent nine years at Argent Capital Management LLC. Outside of his advisory role, he is president of Gohomefish, LLC, a publishing company focused on book writing. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Lori Wray is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of her advisory role, she is the owner and president of Investing You, a business focused on helping coaches and investment professionals enhance client wellbeing through an automated process of measuring strengths, values, and setting life goals. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combined fundamental, quantitative, and qualitative investment approach with ongoing account supervision and regular reviews.

Jeffrey Weber is a financial advisor at NBC Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First State Financial Management since 2011. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, institutions, and businesses, utilizing multiple fee-based programs and third-party platforms to deliver discretionary and non-discretionary account management.

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

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.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. 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, asset management, and third-party asset management solutions 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.

Tina Standish is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Companies, LLC and its affiliated entities from 2007 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds a 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, foundations, universities, and sovereign wealth funds. The firm provides both advisory and brokerage services, utilizing the Envestnet platform and a combination of proprietary models and third-party managers to offer discretionary and non-discretionary portfolio management.

Stephen Pontello is a financial advisor with Empower Advisory Group in Lake Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Paradigm Financial Advisors, TD Ameritrade, US Bank, and the University of Missouri St. Louis. Outside of advising, he owns Pontello Homes LLC, a home building and remodeling business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm offers financial planning and investment management through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Nicolas Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. Outside of his advisory work, he is involved with Tax Favored Benefits, providing retirement plan and financial advisory services, including insurance products for qualified clients. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management with oversight from an internal Investment Committee.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop specializing in vintage jewelry and accessories and is an independent distributor for Young Living. 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 variety of investment strategies and advisory services with oversight from an Investment Strategy Committee.

James Stiles is a financial advisor with &PARTNERS who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before joining &PARTNERS in 2024. Outside of his advisory work, he manages a farm land property leased for hunting and crop production in Gerald, MO. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers to offer discretionary and non-discretionary portfolio management across various investment strategies.

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.