Jay Moldenhauer is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Concentrix and M. B. Thomas RV Sales Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

David Moore is a financial advisor at Merrill Lynch Wealth Management, holding the title of FSA - Merrill. He focuses on assisting clients in identifying what matters most to them and their families, aiming to develop personalized strategies to pursue their financial objectives. David holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Missouri.

Karen Johnson is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support advisor and client needs.

David Minnella is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Wells Fargo Clearing Services during his career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions with New York Life and Wells Fargo Advisors. Outside of his advisory work, Mahoney provides tutoring in various academic subjects and test preparation for clients of different ages. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Perhacs is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Eagle Strategies since 2014. He also owns Perhacs Financial Strategies, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Neal Albritton is a financial advisor with Integrated Wealth Concepts LLC in Creve Coeur, MO. He holds the ChFC® designation and has 20 years of industry experience, including roles at CWM, LLC, Cambridge Investment Research Advisors, and his own firm, Albritton Financial Services, Inc. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gregory Goltermann is a CFP® professional with 17 years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at RubinBrown LLP and RubinBrown Advisors LLC, as well as experience founding GJG Capital, LLC and Goltermann & Associates P.C. He also provides business, accounting, and tax planning consulting services to legacy clients outside of his advisory work. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private-market capabilities.

Benjamin Houseman is a financial advisor with Eagle Strategies (New York Life) based in Creve Coeur, MO. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to Eagle Strategies, he has been involved with Houseman Financial & Insurance Services LLC since 2015 and Nylife Securities LLC since 2012. He serves as Board Member President of the Society of Human Resource Management of Greater St. Louis. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice delivered primarily through non-discretionary management within an integrated structure connected to New York Life.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Daniel Berglund is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is a co-owner of D&B Strategic Wealth and has been affiliated with Commonwealth Financial Network since 2005. In addition to his advisory work, he provides tax preparation services through his firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity, dedicating time to oversight duties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools while client trading decisions remain discretionary.

Blake Geisler is a financial advisor at Guardian Life with Series 66 designation and one year of experience. His work background includes roles at Napoli Bros Pizza and Pasta, Mi Lupita, Firehouse Subs, and the Rockwood School District. Guardian Life operates through Park Avenue Securities LLC, providing brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management with in-house and third-party model portfolios.

Bradley Henningfeld is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2017, and prior to that, at OneAmerica Securities and American United Life from 2011 to 2017. Outside of his advisory role, he is also involved in fixed insurance activities, including life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. 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.

William Macher is a financial advisor at Allworth Financial, L.P. with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial and National Planning Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Scott Chelist is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and other firms. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Jeffrey Bradley is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Bradley has been with Eagle Strategies since 2018 and has concurrent experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2016. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.