Sean Sweeney is a financial advisor at OSAIC Institutions, Inc. with a Series 66 designation and roughly one year of industry experience. His prior work includes roles at First Bank, Central Bank of Boone County, and American Income Life Insurance. Outside of finance, he has been involved with Columbia Youth Lacrosse and has worked in the restaurant and automotive sectors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that includes significant non-discretionary assets and third-party manager arrangements.

Jeremiah Stehlick is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO, holding Series 63 and Series 65 designations and two years of industry experience. He has worked with Modern Wealth Solutions, Nylife Securities LLC, and New York Life Insurance Company since 2024. Outside of advising, he owns a small online art business through Stehlick Enterprises and assists in organizing taco festivals in the St. Louis area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Gilbers is a CFP® with 13 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at firms including Aldrich Wealth LP and Stifel Nicolaus. Gilbers holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Ryan Osborn is a financial advisor with First Citizens Investor Services, Inc. in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BMO Harris Financial Advisors and LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, applying a client-centered process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

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.

Lukas Noll is a financial advisor at Primerica Advisors with four years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and MassMutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Morgan Stanley. Prior to his career in finance, he spent eight years at Enterprise Holdings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and options-based approaches, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away employer retirement accounts.

Marshall Burstein is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2012 and has been affiliated with Nylife Securities LLC and New York Life Insurance Company since 2009. Burstein serves as president of a local Business Networking International chapter. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory structure from many enterprise wealth managers.

David Wibbenmeyer is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Premier Financial Partners, LLC and Royal Alliance. Outside of his advisory role, he provides traditional insurance products through a sole proprietorship. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment strategies, operating as both a broker-dealer and investment adviser.

James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Premier Financial Partners, UBS Financial Services Inc., Riverland Wealth Management, and service in the United States Air Force both active duty and reserves. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and manager selection across passive and active exposures, delivering tailored client strategies through its proprietary and third-party platforms.

Luke Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 designations and two years of industry experience. His prior roles include positions at Ameritas Investment Company, Ameritas Life Insurance Corp., Carillon Group, and Dealer Benefit Service Inc. He has nine years of experience in full-time education. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing management.

David Fingerhut is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Financial Legacy Associates, LLC and OSAIC for over two decades. Fingerhut is also the owner of Compliance Company, LLC, a private entity facilitating securities, advisory, and insurance business, and provides tax preparation services. Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Patrick Strollo is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with Eagle Strategies since 2021, alongside longstanding roles at New York Life Insurance Company and Nylife Securities LLC dating back over three decades. He also operates Strollo & Associates, a separate business focused on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.