Daniel Sutton is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2017 and at First Bank Wealth Management since 2008. Daniel is based in Dardenne Prairie, MO. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid advisor/broker-dealer model that combines firm supervision with advisor-managed accounts.

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. 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 at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.

Robert Palmer is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of his advisory role, he assists his family in operating a small hay farm and market garden on weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to support its operations at scale.

Stephen Chanez is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2021, including a brief period at Compass Retirement Group LLC. Prior to that, he held roles at Prosperity Capital Advisors and Charles Schwab. Outside of advising, he is also an insurance agent for various carriers. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security pricing.

Alexander Randolph is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Citigroup Global Markets since 2021 and previously held roles at Regions Bank, Wells Fargo Clearing Services LLC, DiSys, and U.S. Bank. Randolph is based in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, catering to diverse client needs including discretionary and non-discretionary portfolios.

Tristan Detzel is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He previously worked at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

John Marino is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Guardian Life Insurance Company of America and Primerica Advisors since 2015. Outside of his advisory role, he is appointed with United Health Care to write individual health insurance policies and offers MassMutual disability and life insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services with multiple proprietary programs, third-party manager platforms, and various account-level features.

Joseph Galloway is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Wells Fargo Advisors, TD Ameritrade, and several other firms. 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 and combines large institutional scale with unique market roles and arrangements.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. 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 with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Jill Lohr is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase Bank NA. Outside of her advisory role, she is involved with Lohr Wealth Management, an investment-related business entity she owns. 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 broad range of portfolio management, financial planning, and consulting services through independent investment adviser representatives and emphasizes centralized due diligence, ongoing monitoring, and the use of technology tools.

Keith Robben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Benjamin F. Edwards in 2021. 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 a range of fee-based wrap programs and consulting services, employing both discretionary and non-discretionary strategies managed internally and by third-party managers.

Jay Moldenhauer is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Concentrix and M. B. Thomas RV Sales Inc. 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 and maintains large institutional capabilities, including in-house research and specialized market roles.

David Moore is a financial advisor at Merrill Lynch Wealth Management, holding the title of FSA - Merrill. He focuses on assisting clients in identifying what matters most to them and their families, aiming to develop personalized strategies to pursue their financial objectives. David holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Missouri.

Hannah Wilson is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Prior to joining Commonwealth and Compass Financial, she held various roles at John Deere from 2017 to 2025, including positions in information systems and product development. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Karen Johnson is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support advisor and client needs.

David Minnella is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Wells Fargo Clearing Services during his career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions with New York Life and Wells Fargo Advisors. Outside of his advisory work, Mahoney provides tutoring in various academic subjects and test preparation for clients of different ages. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.