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.

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.

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.

Jacinda Torre is a financial advisor at Creative Planning with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Creative Planning since 2009. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various institutional and retirement plan services.

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, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of 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 industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for U.S. Bancorp Investments, Inc. and U.S. Bank from 2012 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory services through fee-based wrap programs and a variety of managed strategies, supported by several hundred advisors and tens of billions in assets under management.

Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with the firm since 2016. 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, utilizing a range of strategies managed internally and by third parties.

Adam Shea is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked with Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty since 2010. Outside of advisory work, he manages a team of agents and is involved in hiring and training, as well as supporting insurance product sales including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Dennis Clifford is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Country Club Financial Services, Inc., and Waddell & Reed. Outside of his advisory work, he is involved with Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and utilizes third-party managers and platforms such as Envestnet to support its portfolio programs.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. 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 vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

John Kraft is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Wells Fargo Advisors and Ameriwood Industries, and he was also affiliated with the University of Missouri Columbia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, employing both strategic multi-year allocations and tactical adjustments across various portfolios and model strategies.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. 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 range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory structure from many enterprise wealth managers.