Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Barone is a financial advisor at Citigroup Global Markets with a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Wells Fargo Clearing Services LLC, DiSys, Allen Lunc Co, and Westminster College. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Deborah Beasley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm’s advice model leaves final trading decisions to clients and is structured as an internal advisory unit within the Schwab ecosystem.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Payton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and US Bank. Outside of finance, he works as a delivery driver for DoorDash in Chesterfield, Missouri. 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, providing a broad range of advisory, execution, and custody services.

Gary Ford is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and First Bank, with prior roles at Principal Securities Inc., Principal Life Insurance Co., Stifel, and his own firm, G.H. Ford Investment Advisors. Outside of his advisory work, he is licensed as an insurance agent specializing in life, disability, long-term care, and group insurance. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives who often also hold broker-dealer registrations. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Joshua Tarr is a CFP® and Series 66 credentialed advisor at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2018 and previously held roles at Mutual Advisors, LLC, Mutual Securities, Inc, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Christopher Whiting is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at SS&C Advent for three years. 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 a range of fee-based wrap programs and investment strategies managed by both in-house and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Clifford Muzik is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Blackgem Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a brand ambassador for marketing events in the St. Louis area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary strategies supported by internal research and oversight committees.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Larry Phan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Wells Fargo Clearing Services, Disys, Mueller Prost, Aerotek, Edward Jones, and the University of Missouri-St. Louis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and 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 security-based swap dealer and futures commission merchant functions.

Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Scott Dolitsky is a CFP® professional with 37 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of Dolitsky and Berglund, LLC, which facilitates securities and insurance business. He has been with D&B Strategic Wealth and Commonwealth Financial Network since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing two years of industry experience. He previously worked at Citigroup for five years and has held positions in the food service industry. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages approximately $29.2 billion and utilizes centralized technology and unified managed account platforms to provide portfolio management and financial planning services through a large network of advisors.

Michael Passow is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Commonwealth Financial Network and Triad Financial Group since 2007. Outside of finance, he is involved in the restaurant business through Mike Shannon's Steaks and Seafood. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and support services. The firm offers diverse portfolio construction options and manages discretionary model portfolios through a multi-step due diligence process.

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves 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 and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

Carlton Harris is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Wells Fargo entities before joining Citigroup. 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 with a large institutional scale and unique market roles.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, and US Trust. 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, swap dealing, and futures commission merchant services.

Mark Gubernik is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Commonwealth Financial Network since 2014. He is based in St. Louis, MO. Outside of his advisory role, he is co-owner of M Generation, LLC, a company involved in performing and recording music. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers various program structures and discretionary model portfolios, supporting advisors in delivering customized investment solutions to their clients.