Gregory Goltermann is a CFP® professional with 17 years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at RubinBrown LLP and RubinBrown Advisors LLC, as well as experience founding GJG Capital, LLC and Goltermann & Associates P.C. He also provides business, accounting, and tax planning consulting services to legacy clients outside of his advisory work. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private-market capabilities.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity, dedicating time to oversight duties. 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 representatives. The firm offers a comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools while client trading decisions remain discretionary.

Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

Blake Geisler is a financial advisor at Guardian Life with Series 66 designation and one year of experience. His work background includes roles at Napoli Bros Pizza and Pasta, Mi Lupita, Firehouse Subs, and the Rockwood School District. Guardian Life operates through Park Avenue Securities LLC, providing brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management with in-house and third-party model portfolios.

Olivia Lupfer is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Ameritas Advisory Services, LLC, having previously worked at firms including Thrivent Investment Management and Moloney Securities Co., Inc. in roles spanning investment management and financial services. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing in-house model portfolios, third-party managers, and integrated platforms connected with Ameritas affiliates.

Stephen Pontello is a financial advisor with Empower Advisory Group in Lake Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Paradigm Financial Advisors, TD Ameritrade, US Bank, and the University of Missouri St. Louis. Outside of advising, he owns Pontello Homes LLC, a home building and remodeling business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm offers financial planning and investment management through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Steve Long is a Series 66-credentialed advisor with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016 and currently works with the Insurance Group of St Charles Co LLC. Outside of his advisory role, he owns Long Financial Services LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. 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.

Scott Chelist is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and other firms. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Aaron Jeffers is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and seven years of industry experience. He has been with Money Concepts since 2018 and has presented for the Federal Benefits Academy since 2026. Outside of his advisory role, Jeffers serves as president of the Free to Live Ministry, where he writes religious devotionals, and he has been promoting his own book since 2024. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses both fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Daniel Barone is a financial advisor at Citigroup Global Markets with a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Wells Fargo Clearing Services LLC, DiSys, Allen Lunc Co, and Westminster College. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Deborah Beasley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm’s advice model leaves final trading decisions to clients and is structured as an internal advisory unit within the Schwab ecosystem.

Kenny Parker Jr. is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts since 1998 and with Money Concepts Capital Corp since 2000. Outside of advisory work, he serves as an officer for Wealth Concepts, Corp., an independent insurance agency, and is a vice president of regional training. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Payton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and US Bank. Outside of finance, he works as a delivery driver for DoorDash in Chesterfield, Missouri. 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, providing a broad range of advisory, execution, and custody services.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jason Plucinak is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 credentials and possessing 16 years of industry experience. His prior roles include positions at Hilton Private Capital, Hilton Family Office, Wealthforge Securities, and Sequence Financial Specialists, among others. Outside of financial advising, he is involved with Iron Horse Landscape & Excavating, LLC, which he has been associated with for 10 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers services such as 3(21) and 3(38) ERISA support, serving a large number of clients through standardized model and platform solutions.