Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. 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.

Joann Kirchhofer is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Money Concepts since 2002 and has operated her own CPA practice since 1990. Kirchhofer serves as a trustee and participates in an investment club, reflecting involvement in both financial and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Patrick Strollo is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with Eagle Strategies since 2021, alongside longstanding roles at New York Life Insurance Company and Nylife Securities LLC dating back over three decades. He also operates Strollo & Associates, a separate business focused on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Seyda Holekamp is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. 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’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Tyler Breed is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, Missouri. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Breed has been with Eagle Strategies since 2017 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Timothy Grisby is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, TD Ameritrade, and MineSense Technologies. Grisby is based in St. Louis, MO. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Premier Financial Partners, Osaic Wealth, Royal Alliance Associates, LPL Financial, and WS Griffith Securities. He has also worked with clients of Eric Hoemeyer as a registered assistant. 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, portfolio management through multiple platforms, and employs a combination of passive and active strategies with ongoing due diligence.

Mick Keeven is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Axius Financial, as well as serving at the University of Missouri - Columbia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other actively managed strategies and private market exposure.

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position with Agia. Hurst receives trail income from prior insurance business with Blue Cross Blue Shield of Missouri but does not write new business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models and National Financial Services as custodian.

John Blest is a CFP® professional affiliated with Schwab Wealth Advisory, bringing nine years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, and Scottrade. Outside of finance, he is involved in general contracting work related to construction, carpentry, and concrete. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

James Muccigrosso is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of investment advising, he occasionally sells group insurance to existing clients. 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 military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

John Mccadden III is a financial advisor with Eagle Strategies (New York Life) in Creve Coeur, MO, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Eagle Strategies since 1999 and has a long-standing affiliation with New York Life Insurance Company dating back to 1978. Outside of his advisory work, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization in Missouri, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse clientele, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joanne Welker is a CFA® charterholder and holds Series 63 and 66 licenses. She has 18 years of industry experience, all with Benjamin F. Edwards & Company, Inc., where she has worked since 2008. She is a board member and serves on the investment committee for Our Lady's Inn, a nonprofit organization based in St. Louis, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using both proprietary and third-party strategies.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2012. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and World Financial Group since 2016. Outside of his advisory work, he has been involved with AIMA International LLC since 2004. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party models with discretionary and non-discretionary program options.

Sherri Henry is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, she worked at Wells Fargo Clearing for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Connor Mullen is a Series 66 credentialed financial advisor with one year of industry experience. He has worked at Commonwealth Financial Network since 2026 and also has experience at Triad Financial Group, Brinkmann Constructors, and in academic roles at the University of Missouri St. Louis and Rockhurst University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, supporting client portfolios through both internally managed models and outsourced solutions.