Jared Hamann is a financial advisor at Core Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Savings Bank and Northwestern Mutual. Outside of his advisory role, Jared is involved in Lilypad Daycare, contributing approximately five hours per week to general office work. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using fundamental analysis and a combination of in-house advice, third-party money managers, and model portfolios.

Stan Kovarik is a Series 65-credentialed financial advisor with Core Planning, bringing five years of industry experience. His prior work includes roles at Joe Kaufman Insurance Agency and Shane Riffel Insurance Agency, alongside experience at UPS and the City of St. Paul, Missouri. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools combined with tailored investment strategies based on client risk tolerance and objectives.

Joseph Kinnison is a CFA® charterholder with 15 years of industry experience. He has worked at First Heartland Consultants, Inc. since 2021 and previously spent nine years at Argent Capital Management LLC. Outside of his advisory role, he is president of Gohomefish, LLC, a publishing company focused on book writing. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Christopher Miller is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning since 2024. His previous roles include positions at Facet Wealth, Charles Schwab, and Keller Williams. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is customized to client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Guy Penn is a financial advisor at Core Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rush Penn LLC from 2015 to 2018. Penn has been with Core Planning since 2010. Core Planning provides fee-only financial planning, wealth management, and portfolio management services to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

Shai Lin Gothreau is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, Shai Lin worked at Infinity Financials, LLC, where they provided financial coaching, budgeting, and goal setting services. They also hold a position in Business Process Management at Travelers Insurance. Core Planning is a multi-team firm offering fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Michael Corgiat is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Keystone Financial Services, LLC, FSC Securities Corporation, The Retirement Group, LLC, and LPL Financial. He is based in Old Monroe, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Tina Standish is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Companies, LLC and its affiliated entities from 2007 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and pooled plan solutions.

Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for U.S. Bancorp Investments, Inc. and U.S. Bank from 2012 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory services through fee-based wrap programs and a variety of managed strategies, supported by several hundred advisors and tens of billions in assets under management.

Thomas Eastman is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BAM Advisor Services and Edward Jones. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning‑led investment approach featuring low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized infrastructure, alongside affiliated legal, trust, and recordkeeping businesses.

John Kraft is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Wells Fargo Advisors and Ameriwood Industries, and he was also affiliated with the University of Missouri Columbia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, employing both strategic multi-year allocations and tactical adjustments across various portfolios and model strategies.

Mick Keeven is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Axius Financial, as well as serving at the University of Missouri - Columbia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other actively managed strategies and private market exposure.

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.

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.

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.