Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Tyler Breed is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, Missouri. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Breed has been with Eagle Strategies since 2017 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Timothy Grisby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, and MineSense Technologies Ltd. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes long-term roles at Premier Financial Partners, LLC, and Osaic Wealth, among others. He also works as a registered assistant supporting clients of another advisor within Premier Financial Partners. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring portfolios to client risk profiles using structured models and ongoing due diligence.

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.

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2009 and also holds a position with Agia. Hurst receives trail income from prior insurance business with Blue Cross Blue Shield of Missouri but does not write new business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models and National Financial Services as custodian.

Scott Critchfield is a CFP® professional with 30 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, he assists with editing therapy notes for a pediatric physical therapy practice owned by his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial services through its fee-based wrap programs and supports both employee and affiliated independent advisors.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations guided by Schwab’s proprietary research tools and asset allocation models.

James Muccigrosso is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. He also occasionally sells group insurance to existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alexander Norath is a CFP® and Series 65-licensed advisor at Rockefeller Financial LLC with four years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, RFG Advisory, and Moneta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both discretionary and non-discretionary strategies through its Private Advisor model and Rockefeller Global Investment Management platform.

John Mccadden III is a financial advisor with Eagle Strategies (New York Life) in Creve Coeur, MO, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Eagle Strategies since 1999 and has a long-standing affiliation with New York Life Insurance Company dating back to 1978. Outside of his advisory work, he serves on the boards of the Bridlespur Hunt Club, a nonprofit fox hunting organization in Missouri, and Grey Horse Equestrians of Missouri, which provides equestrian experiences for individuals with disabilities. Eagle Strategies serves a diverse clientele, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Halpin is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at Empower Financial Services, The Standard, Paychex Inc, Stifel Nicolaus & Co Inc, and Lincoln Financial Distributors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

William Hornbarger is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Moneta Group Investment Advisers, LLC for 11 years before joining his current firm in 2020. Outside of his advisory role, he serves as a power of attorney for Betty J. Hornbarger. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management utilizing both proprietary and third-party strategies, with oversight from an Investment Strategy Committee and a combination of custody and trading services.

Joanne Welker is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2008. She is also a board member and investment committee member for Our Lady's Inn in St. Louis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services through consolidated discretionary and non-discretionary wrap programs incorporating both internal and third-party managed strategies.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies monitored by an Investment Strategy Committee.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is involved with multiple business entities, including AIMA International LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Sherri Henry is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, she worked at Wells Fargo Clearing for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Connor Mullen is a Series 66 credentialed financial advisor with one year of industry experience. He has worked at Commonwealth Financial Network since 2026 and also has experience at Triad Financial Group, Brinkmann Constructors, and in academic roles at the University of Missouri St. Louis and Rockhurst University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, supporting client portfolios through both internally managed models and outsourced solutions.

Daniel Sutton is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes positions at Infinex Investments, Inc. since 2017, First Bank Wealth Management since 2008, and U.S. Bancorp Investments, Inc. from 2006 to 2008. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer model, allowing investment adviser representatives to manage client accounts with firm supervision rather than centralized management.

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.