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® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Saint Louis, MO. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and other financial and consulting firms. Outside of his advisory work, he coaches pickleball players at various skill levels and assists with leagues and clinics. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools.

Brandon Mallinckrodt is a CFP® professional with 17 years of experience in the financial industry. He is currently with &Partners, LLC and has previously worked at UBS Financial Services, Jag Capital Management, Inc., and Kennedy Capital Management, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Adam Gimbel is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life Insurance Company, Park Avenue Securities, and Raymond James Financial. Outside of his advisory role, he is involved in independent insurance brokerage activities beyond his work with Guardian Life. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and offers various account-level services such as lending solutions and donor-advised fund options.

Larisa Sharockman is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a caretaker for her mother on weekends. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mackie serves on the board and as treasurer of the John W. Barriger III National Railroad Library, one of the largest railroad history collections. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm supports a variety of investment approaches and account management styles and is noted for its platform ownership and affiliations that enable access to a broad range of investment solutions.

Leland Kraus is a financial advisor with Schwab Wealth Advisory, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 11 years with Fidelity Brokerage Services. Kraus has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client control over trading decisions while using Schwab’s research tools and asset allocation models.

Raymond Chen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and also serves as president of Precision Insurance Services LLC, a company providing property, casualty, and health insurance services. Additionally, he is employed by the United States Postal Service, where he develops internal websites. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver its services, managing approximately $1.7 billion in regulatory assets under management.

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 with Citigroup Global Markets, holding Series 66, Series 63, and Series 65 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Pennymac, and Citimortgage. 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 with internal oversight and provides bespoke discretionary solutions for large relationships.

Nawar Alhariri is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has five years of industry experience, including roles at New York Life Insurance Co., Citigroup, Stifel, and currently Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs utilizing both proprietary and third-party models.

Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. He has worked with Bankers Life Securities, Inc. since 2021 and is also a 1099 agent for Bankers Life & Casualty, Inc., where he is appointed to write various insurance products. Outside of his advisory work, Fleming owns multiple rental properties. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

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.

Chad Abel is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise Financial Services, Inc. and Arbor Point Advisors. Abel is also the owner of Abel & Associates, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms.

Travis Short is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses 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 a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, and providing broker-dealer execution, custody, and derivatives services.

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas Advisory Services since 2021. Prior to that, he has worked with Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

John Kuhlmann III is a financial advisor with Principal Financial Services based in Saint Charles, MO, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Principal Securities Inc since 2019 and is also the owner and president of Kuhlmann Financial Services Inc, a firm he has managed since 1991. Kuhlmann is active in insurance sales, offering a variety of health and life insurance products to individuals and groups through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings include direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Matthew Venezia is a CFP® and CFA® with 19 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, Inc., having previously worked at Scottrade Inc. for 13 years. Venezia holds Series 66 and Series 63 licenses and is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading authority.

Blake Bailey is a financial advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Securities America, and Arbor Point Advisor. Bailey is also involved with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and custody arrangements primarily through Schwab and Fidelity.