Brent De Rossett is a financial advisor with Saxony Capital Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with several firms, including The ON Equity Sales Company and Ohio National Financial Services, and co-owns Advocate CPAs & Advisors, LLC, a CPA and tax firm. Brent serves on multiple homeowners association boards and is involved with the Wayne DeRossett Scholarship Fund, a nonprofit that disburses annual scholarships in memory of Wayne DeRossett. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model and offers discretionary asset management alongside financial planning and consulting, employing a variety of investment methods and strategies.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and Trinity Wealth Securities. Hoffman is also involved with Workplace Financial Advisors as a financial advisor and engages in insurance policy sales through various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management alongside hourly or flat-fee financial planning, utilizing a variety of investment approaches including fundamental, technical, and quantitative strategies.

Michael Ross is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has been with Benjamin F. Edwards since 2015. 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 fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

Lorraine Mckee is a financial advisor at Creative Planning with 11 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Creative Planning in 2022, she worked at Cambridge Investment Research Advisors, Inc. and Cambidge Investment Research, Inc. from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure, managing approximately $295.6 billion in client assets.

Brett Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has six years of industry experience. Edwards has been with Benjamin F. Edwards & Co. since 2014. 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, financial planning, retirement plan consulting, and investment management services through a variety of actively and passively managed portfolios.

Timothy Moran is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 14 years with his current firm. Outside of his advisory role, he serves as trustee for the Irma Moran Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a range of strategies monitored and rebalanced by an Investment Strategy Committee.

Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones and Equitable Advisors. Outside of his advisory work, he is involved in the spirits industry as the owner of STL Spirits LLC and is also a musician. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation and active and passive management across various platforms and offers both discretionary and non-discretionary portfolio management.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013, following a brief tenure at Wells Fargo Clearing. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory programs and services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and customized consulting and retirement planning.

William Davis is a CFP® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2020. Prior to that, he was with Archford Capital Strategies and Deschaine & Company, L.L.C. Mr. Davis holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

Johnnie Roland Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 65 and Series 63 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, Illinois, and has nine years of industry experience. He has been with Edward Jones for ten years and previously worked at The Orchards Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC. Outside of his advisory role, he is the owner of Decision Coaching, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.