Timothy Head is a financial advisor at First Heartland Consultants, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and through his own CPA firm, Timothy L. Head, CPA. He is also the owner of a CPA firm and has experience marketing fixed insurance products as an insurance agent. 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.

Daniel Schlef is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Schlef has worked at Century Securities Associates, Inc. since 2004 and is currently affiliated with both Cape Investment Advisory and American Global Wealth Management. Outside of his advisory roles, he is an agent with Financial Independence Group, where he is involved in the sales of insurance and fixed annuities. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors serving about 1,624 clients and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis along with third-party asset managers.

Leo Haas is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 17 years of industry experience. He has been with Plancorp since 2008, during which time the firm operated as Plancorp, Inc. Plancorp serves high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and detailed Investment Policy Statements, with a focus on diversified asset allocation and tax-aware portfolio management.

Regina Crook is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Cornerstone since 2019, following prior roles at Fiduciary Advisors Inc. and CC Industries Inc. Cornerstone Wealth Management serves individuals, 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 investment platforms to tailor advice based on 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.

Milos Vranic is a financial advisor with Primerica Advisors in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Guardian Life Insurance Company. Outside of his advisory work, he is an agent with Pre-Paid Legal Services, Inc. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory relationships alongside financial planning and consulting services. The firm employs multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Jeffrey Plummer is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 2010 and also maintains long-term affiliations with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory roles, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment. Park Avenue Securities LLC serves individual and high-net-worth investors, charitable organizations, and corporate clients through a combination of transaction-based brokerage and fee-based advisory services. The firm offers proprietary advisory programs and third-party manager platforms, implementing investment strategies with a mix of model portfolios, separately managed accounts, and alternative investments.

Stanford Lindquist III is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Money Concepts Capital Corp since 1993. Lindquist is also an officer at Wealth Concepts, Corp., an independent insurance agency. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Jeffery Leathers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, AE Wealth Management, FBL Financial Group, and Stifel Nicolaus & Co. 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 such as operating as a swap dealer and futures commission merchant.

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 experience in the financial industry. He currently works at Schwab Wealth Advisory and has prior experience at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

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.

Austin Andrews is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. He has been with Citi since 2021, previously working at Wells Fargo Clearing Services and Associate Staffing LLC. His background includes diverse roles outside finance, such as positions with the Boston Red Sox and various community organizations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Daniel Parish is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously spent a year at National Planning Corporation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a range of discretionary and non-discretionary strategies managed internally and by third-party managers.

Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022. His prior experience includes six years at Wells Fargo Clearing and eight years at Wells Fargo Advisors LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ various investment strategies and offers portfolio management, retirement plan consulting, and third-party managed account solutions.

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.

Amir Saffari is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he coaches Padel Tennis and Pickleball, providing lessons to improve game skills. 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 operates with significant institutional scale and unique market roles, including research, derivatives services, and bespoke discretionary solutions for very large relationships.