Chad Abel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. He is also the owner of Abel & Associates, LLC, a business used for fee and payroll management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm provides comprehensive investment management and financial planning services across various program models, utilizing proprietary and third-party platforms and offering access to alternative investments and lending solutions.

Travis Short is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade and Ditech Holding Corporation. 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 and maintains unique roles such as a swap dealer and futures commission merchant.

Mark Werner is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His career includes roles at Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to 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, utilizing a range of investment models, mutual funds, ETFs, and individual securities through multiple program platforms.

James Jones is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior experience includes roles at Proficient Wealth Strategies and Blueprint for Wealth LLC, as well as tenure with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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 with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Alton Capital Management, MSI Financial Services, and MetLife Investment Fund Services. He is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Michael Corgiat is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Keystone Financial Services, LLC, FSC Securities Corporation, The Retirement Group, LLC, and LPL Financial. He is based in Old Monroe, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Dylan Vergilesov is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at firms such as Triad Financial Group, Oppenheimer & Co. Inc., and Wells Fargo Clearing Services. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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. in St. Louis, MO. His prior experience includes roles at Scottrade Inc and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by Schwab’s proprietary models and research tools.

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.

Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.

Carol Henrick is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2011. Outside of her advisory role, she assists her disabled sister with travel and daily activities. 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 a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Jonathan Peckron is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at LPL Financial LLC, Bank of America N.A., Merrill, TD Ameritrade, and National Planning Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on guidance tailored to clients’ goals and risk tolerance, while trades require client authorization.

Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Matthew Redfering is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles in transportation, enterprise, and university recreation and wellness centers. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and utilizes third-party sub-advisers and technology to manage a broad range of assets.

Steven Hicks is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked with NYLIFE Securities, LLC and Ferguson Financial Group LLC. Outside of finance, he serves as an ordained minister, performing weddings and funerals for family and friends. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Thomas Wells is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at firms including Means Financial Group, Money Concepts Capital Corp, and Primerica Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an advisor and sub-advisor within a turnkey asset management platform.

Matthew Haeffner is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes ownership and management roles in several businesses, including Haeffner Cattle Company and multiple LLCs. Outside of financial services, he is involved in cattle farming. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a broad client base, including individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Brent Wilton is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, Buckingham Wealth Partners, Wells Fargo Advisors, and TD Ameritrade. 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, alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

David Ernst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His previous roles include positions at Agia, Prudential Insurance Company of America, Pruco Securities LLC, and TIAA. Outside of advisory work, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.