Kirk Pacatte is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. His prior experience includes roles at Wells Fargo Clearing, Kestra Investment Services, Spectrum Financial, OSAIC, and M Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through a network of over 500 advisors. The firm provides a range of services including managed solutions, financial planning, retirement consulting, brokerage, insurance products, and certain M&A advisory services.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. 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 through a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he serves as an alderman for the City of Fairview Heights. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios.

Kevin Phillips is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience serving in the U.S. Air Force from 2014 to the present. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor investment options within defined program constraints.

Logan Isaak is a financial advisor with Eagle Strategies (NY Life) based in Breese, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked with Nylife Securities LLC and has been associated with The Timmermann Group for seven years, operating under its DBA name to service insurance and financial product clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Richard Stone is a CFP® professional with 26 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career spans roles at several well-known firms in the industry. 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 through over 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and investment management services using both proprietary strategies and third-party models.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.

Leann Trampe is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. She also has experience in education from her time at Aviston Elementary. 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 through more than 500 advisors. The firm offers a range of advisory programs and financial services, combining proprietary strategies with third-party models and operating an internal trading desk alongside Pershing custody services.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012, following two years at Wells Fargo Clearing. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. Benjamin F. Edwards offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models, with an internal trading desk and a combination of custody and clearance services.

John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team that selects and monitors model portfolios and third-party managers.

Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.

Jeffrey Luechtefeld is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory, brokerage, insurance, and M&A services through over 500 advisors.

Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.

Troy Cox is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2012 and has prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., Martin Wier, Inc., and OSAIC. 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 through more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and investment management solutions, combining proprietary strategies with third-party models and operating an internal trading desk alongside custody and clearance services.

Patricia Jenks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individual, high-net-worth, pension, charitable, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, combining proprietary strategies with third-party models across various asset classes.

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christine Clements is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, she worked at AmeriSave and held roles in fitness and wellness businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Clinton Bert is a financial advisor with LPL Financial in Shiloh, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior firms include Wells Fargo Clearing Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research model portfolios, customized strategies, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.