James Muccigrosso is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of investment advising, he 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, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account 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 at Empower Advisory Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at The Standard, Paychex Inc, Stifel Nicolaus & Co Inc, Lincoln Financial Distributors, and Eaton Vance Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

William Hornbarger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Benjamin F. Edwards since 2020 and previously spent 11 years with Moneta Group Investment Advisers, LLC. 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. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Joanne Welker is a CFA® charterholder and holds Series 63 and 66 licenses. She has 18 years of industry experience, all with Benjamin F. Edwards & Company, Inc., where she has worked since 2008. She is a board member and serves on the investment committee for Our Lady's Inn, a nonprofit organization based in St. Louis, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using both proprietary and third-party strategies.

Marc Kessler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2012. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Jianmin Zhao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and World Financial Group since 2016. Outside of his advisory work, he has been involved with AIMA International LLC since 2004. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party models with discretionary and non-discretionary program options.

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.

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.

Allen Williams is a financial advisor with Eagle Strategies (NY Life) in Creve Coeur, MO. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with regulatory assets primarily managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Gobble is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and over 36 years of industry experience. His career includes roles at firms such as First Bank, Infinex Investments, and LPL Financial LLC. Outside the financial sector, he is involved in buying and renovating real estate for profit. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure. The firm operates largely through a network of investment adviser representatives who manage accounts with varying degrees of client discretion and offers a lending marketplace and third-party asset manager referrals.

Robert Palmer is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Fisher Investments and Agia, where he currently works as an agent. Outside of finance, he assists his family on a small hay farm and market garden during weekends. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model investment solutions.

Stephen Chanez is a CFP® with 21 years of industry experience currently advising at Citigroup Global Markets. His prior roles include positions at Compass Retirement Group LLC, Prosperity Capital Advisors, and Charles Schwab. He is also licensed as an insurance agent with various carriers. Citigroup Global Markets serves both individual and institutional clients, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones for 11 years. 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 more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and four years of industry experience. His prior work includes positions at The Boeing Company and the University of Missouri. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

John Marino is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Guardian Life Insurance Company of America and Primerica Advisors since 2015. Outside of his advisory role, he is appointed with United Health Care to write individual health insurance policies and offers MassMutual disability and life insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services with multiple proprietary programs, third-party manager platforms, and various account-level features.

Joseph Galloway is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Wells Fargo Advisors, TD Ameritrade, and K Force prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and commercial arrangements.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.