Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.

Terra Gordon is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing Services from 2016 to 2020. Outside of her advisory role, she works as an independent contractor for Instacart, providing grocery shopping services. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with in-house trading and custody services.

Richard Rehg is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and spent 14 years at Edward Jones prior to that. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a combination of in-house and third-party managed strategies.

Carl Thoenen is a financial advisor with Lincoln Investment and holds Series 63 and Series 66 credentials. He has 32 years of industry experience, including roles at Lincoln Investment since 2010 and Aag Securities, Inc. since 1996. Outside of advising, he serves as Vice President on the Board of Directors for The Cries of a Child charity and is involved in local Boy Scout troop leadership and various community and church activities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through strategic and dynamic approaches, overseeing $22.9 billion in advisory assets as of the end of 2025.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of managed strategies and an internal trading desk.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, financial planning, and retirement plan consulting, supported by several hundred advisors and tens of billions in assets under management.

Jacob Mitchell is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has one year of industry experience and previously worked with several companies, including Wild M Brands, LLC, where he serves as COO and co-founder, managing day-to-day operations in manufacturing and consumer product sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Whitney Cadagin is a Series 66-registered financial advisor with Commonwealth Financial Network, based in Glen Carbon, Illinois, and has two years of industry experience. Prior to entering the financial advisory field, Cadagin has worked for the Department of Veterans Affairs since 2002 and currently serves as an occupational therapist at the St. Louis VA Medical Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services for individual and institutional clients.

Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a variety of model portfolios using both strategic and tactical investment approaches.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.

Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

Edward O'Neal is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 30 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2015. Outside of his advisory role, he is also involved in rental property ownership. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both in-house and third-party strategies across various asset classes.

Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for seven years before joining Benjamin F. Edwards in 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Lionell Stovall Jr. is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Service LLC and Amazon LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gregory Wiegers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth and co-owner at Cadagin & Prosser Financial Group since 2015, where he also sells fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Kevin Cadagin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is co-owner of Cadagin & Prosser Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad clientele. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at CUNA Brokerage Services, Inc. and 1st Midamerica Credit Union. Outside of his advisory role, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Elbe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Carrie Altman is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at INVEST Financial Corp for 10 years before joining LPL Financial and First State Bank of St. Charles, Missouri, where she has been since 2018. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.