Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and specialized plan services.

Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jack Yale is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors and also serves as an agent selling non-securities insurance products for Agia. His prior experience includes roles at The Vanguard Group, Inc. and TIAA-CREF. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services supported by Envestnet’s UMA models and operates at a large scale with over 1,200 advisors.

Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Harvey Puerta is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, as well as running Euphorbia Lawn and Landscaping LLC for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with specialized market roles.

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.

John Woodrome is a CFP® with 15 years of industry experience, currently with Mercer Global Advisors Inc. since 2026. His prior roles include positions at Vantage Point Financial, Maxele Advisors, TD Ameritrade, and MetLife Securities. Woodrome serves as a board member of Christian Brothers College High School Alumni, where he is involved in fundraising activities. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, and non-profits. The firm follows a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios implemented through low-cost funds and specialized investment programs.

Brandon Means Sr. is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the St. Ann Police Department for nine years. Means has been with Means Financial Group since 2023. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Virgil Johnson is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at J. Morel & Associates LLC and Champion-Johnson Group. Outside his advisory work, he serves as a board member for New Life In Christ Church in Ofallon, Illinois. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers diverse program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Fitzgerald is a CFP® with 26 years of industry experience, currently serving at Principal Financial Services. He has been with Principal since 2016 and also worked at Triskele Financial LLC. He owns Fitzgerald Financial Advisors, LLC, an entity used for record keeping and expense processing only. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Ethan Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Modern Wealth Solutions and other roles in financial services and education. Phillips is also engaged in insurance brokerage activities through two agencies, where he provides life insurance and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and pooled plan solutions.

Martin Ruether is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked previously at Raymond James & Associates and JPMorgan Chase Bank NA. Mr. Ruether is also a licensed Life Insurance Agent since 1992. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party solutions supported by technology and centralized due diligence.

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

James Obrien is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA for 28 years. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs.

Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of experience in the industry. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Edward Jones. 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, investment management, and certain M&A advisory services.

Craig Venard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm in 2026. Outside of advising, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a mix of firm- and third-party models, employing both passive and active investment strategies tailored to client risk profiles.