Daniel Sutton is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes positions at Infinex Investments, Inc. since 2017, First Bank Wealth Management since 2008, and U.S. Bancorp Investments, Inc. from 2006 to 2008. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer model, allowing investment adviser representatives to manage client accounts with firm supervision rather than centralized management.

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.

Stephen Chanez is a CFP® with 21 years of industry experience currently advising at Citigroup Global Markets. His prior roles include positions at Compass Retirement Group LLC, Prosperity Capital Advisors, and Charles Schwab. He is also licensed as an insurance agent with various carriers. Citigroup Global Markets serves both individual and institutional clients, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and four years of industry experience. His prior work includes positions at The Boeing Company and the University of 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Joseph Galloway is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Wells Fargo Advisors, TD Ameritrade, and K Force prior to joining Citigroup. 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 significant institutional scale with unique market roles and commercial arrangements.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Keith Robben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 27 years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, institutional, and charitable clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party models.

Jay Moldenhauer is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Concentrix and M. B. Thomas RV Sales Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

David Moore is a financial advisor at Merrill Lynch Wealth Management, holding the title of FSA - Merrill. He focuses on assisting clients in identifying what matters most to them and their families, aiming to develop personalized strategies to pursue their financial objectives. David holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Missouri.

Hannah Wilson is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Prior to joining Commonwealth and Compass Financial, she held various roles at John Deere from 2017 to 2025, including positions in information systems and product development. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and six years of industry experience. He previously worked at New York Life and NYLife Securities, LLC. Outside of his advisory role, Mahoney tutors clients in a range of academic subjects, including standardized test preparation and finance. Principal Securities offers brokerage and registered investment advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

Olivia Lupfer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Thrivent Investment Management, Moloney Securities, and First Heartland Capital. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and combines firm-developed and third-party model portfolios.

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.

Steve Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding a Series 66 designation and 14 years of industry experience. His career includes roles at MSI Financial Services, Inc. and the Insurance Group of St Charles Co LLC. Outside of advisory services, he owns Long Financial Services LLC and works as a property and casualty insurance agent. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies supported by third-party managers and technology platforms, managing approximately $4.07 billion in client assets through a network of several hundred advisors.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. 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 stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.