Jennifer Burleson is a CFP® and ChFC® with two years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Paradigm Financial Advisors and State Farm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Melissa Yost is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has previously worked at Paradigm Financial Advisors, Pi Beta Phi Fraternity for Women, and Argos Family Office. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Kerry Rogers is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at PlanMember Securities Corporation, Clark Financial, and Cutter & Company, Inc. Rogers also engages in the sale of outside fixed insurance products, including life, long-term care, disability, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, utilizing both adviser and promoter arrangements.

Cole Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Hussmann Corporation for six years and attended Missouri State University. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and service providers.

Eric Beeler is a CFP® with eight years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His career includes prior roles at Stifel Nicolaus & Co Inc, CWM, LLC, and Albritton Financial Services. Integrated Wealth Concepts LLC serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term approach with customized portfolios that integrate mutual funds, ETFs, equities, and fixed income.

Thomas Gilliam Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles within Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has been associated with Carillon Group Inc since 1999. In addition to his advisory work, he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, uses risk questionnaires and model portfolios to align investments with client objectives, and supports portfolio construction and trading through an Investment Committee and third-party partners.

Andrew Mcginnis is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2013 and Agia since 2022. He serves as a board member for Connect Community Church, where he is involved in service planning and organizational direction. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Luke Hertzler is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has two years of industry experience, including prior roles at AssetMark and Financial Legacy Associates. In addition to his advisory work, he serves as an Operations Specialist at Hertzler Wealth Management, assisting with scheduling and client service duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm supports various plan sponsor needs, offers fiduciary consulting, and manages a broad platform of third-party investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

James Masterson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010. 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, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Joseph Riley is a CFA® charterholder with 19 years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., where he has been since 2019. Prior to that, he was with Stern Brothers & Co. from 2011 to 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of model strategies and portfolios monitored by an Investment Strategy Committee.

John Horseman is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked previously at LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as President of the Board of Commissioners for the St. Louis Art Museum and as a trustee for the Phoenix Art Museum. 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 using a range of model strategies and employs both discretionary and non-discretionary approaches, integrating technology to manage held-away retirement accounts.

Holly Harris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Sullivan IV is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory work, he is involved as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Outside of his advisory role, Arnold is involved in life insurance sales and application processing through Millenia Investments. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Shawn Hellmann is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has an ownership interest in a rental property in Mesa, AZ. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and offers additional services such as tax-efficient portfolio management and securities-based lending.

Ross Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 13 years. Outside of his advisory role, he operates the Lee Camene Insurance Agency, an independent insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of investment implementation options through multiple custody platforms and proprietary and third-party strategies, accommodating both discretionary and non-discretionary approaches.

Michael Shaeffer is a CFP® and Series 66-registered financial advisor with Edward Jones, based in St. Louis, MO. He has 12 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates a large national network of financial advisors and branch offices, offering discretionary and non-discretionary strategies as well as tax-efficient services under a fiduciary standard.