Thomas Mc Gillycuddy is a Series 65 licensed financial advisor with Archer Investment Corporation in St. Charles, MO, where he has worked since 2013. He has seven years of industry experience and is also the owner and president of TFM Accounting and Tax Incorporated, operating three locations. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers comprehensive financial assessments and portfolio management using diversified allocations across various asset classes, with both discretionary and model-driven approaches.

Louis Wray Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, LPL-sponsored programs, and third-party portfolio managers to tailor investment advice to client goals.

Andrew Walz is a Series 66-licensed financial advisor with First Heartland Consultants, Inc. in Lake St Louis, Missouri, where he has worked since 2019. He has six years of industry experience, including three years at Robert Half prior to joining First Heartland. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides a range of advisory services such as financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.

Ian Turner is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017. He is also vice president of Turner Financial Wealth Management, where he develops and recommends insurance-related planning strategies for clients. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Mariko Gordon is a CFP® and CFA® with three years of industry experience, currently serving at Core Planning. Prior to joining Core Planning, she spent 24 years at Daruma Asset Management. Outside of her advisory role, she teaches business financial literacy and coaches business owners through her educational consulting firm, Jizo/Manjusri LLC. Core Planning is a fee-only firm that provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm customizes investment strategies based on client objectives and employs model portfolios and automated rebalancing tools.

Eusevius Howard is a financial advisor at Core Planning with two years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, he operates Wholehan Marketing as an independent insurance agent, selling life, health, disability, and annuity policies. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

David Hoff is a ChFC® credentialed financial advisor with 41 years of industry experience. He is affiliated with First Heartland Consultants, Inc. and has held roles at related entities since 1982, including First Heartland Capital, Inc. and Centerre Capital, LLC. Hoff is also an owner of Elite Partners, LLC, a producer group. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Zeonia Christy is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Centerre Capital, LLC from 2008 to 2017. Christy serves as Chief Compliance Officer for both First Heartland Capital, Inc. and First Heartland Consultants, Inc. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both non-wrap and wrap asset management solutions delivered through a network of independent investment adviser representatives.

Nicholas Hester is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Royalty Financial Group, and The Leaders Group Inc. Outside of advisory work, he is a high school basketball official in Missouri. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services delivered through a network of independent investment adviser representatives.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.

Sandra Callier is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Cornerstone Wealth Management since 2012 and has been affiliated with LPL Financial since 2010. In addition to her advisory role, she spends a small portion of her time providing tax preparation services for individuals. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Jimmy Enlow is a financial advisor at Cornerstone Wealth Management, LLC in St. Peters, MO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012. He also has a longstanding association with LPL Financial dating back to 2010. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms to deliver tailored investment advice focused on continuous account supervision and diversified analysis.

Vincent Tizono is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with AlphaStar Capital Management. He has held positions at multiple firms, including Conquistare Financial Advisory, Retire Once Financial Management, and AE Wealth Management. Outside of his advisor role, he is involved with insurance sales and the sale of gold and silver coins through Conquistare Financial Advisory. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches and utilizes third-party portfolio construction technology while managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Deprospero is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2014. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model leveraging LPL-sponsored programs and technology to deliver tailored investment advice and continuous account supervision.

Nicole Crangle is a financial advisor at Prospera Financial Services, Inc. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Prospera, she worked at Blattel & Associates and held various roles outside the financial sector. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, providing investment advisory and financial planning services through multiple platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.

Daniel Brungard is a financial advisor with Gradient Advisors, LLC, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory work, Brungard is involved in recreation as an event consultant and technical director for bicycle races and holds a license as a race official with USA Cycling. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that incorporates multiple analytical approaches while managing approximately $1.39 billion in total platform assets.

Sarah Molitor is a financial advisor at First Heartland Consultants, Inc. in Lake St Louis, MO, holding a Series 66 designation with three years of industry experience. She has been associated with First Heartland Capital Inc. since 2013. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Michael Etheridge is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2014 and also maintains an affiliation with LPL Financial. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored solutions tailored to client goals.

Jared Hamann is a financial advisor at Core Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Savings Bank and Northwestern Mutual. Outside of his advisory role, Jared is involved in Lilypad Daycare, contributing approximately five hours per week to general office work. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using fundamental analysis and a combination of in-house advice, third-party money managers, and model portfolios.

Kimberly Rubenstein is a CFP® with 20 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2018, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she holds ownership interests in several family-run restaurant businesses and participates in their strategic management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm offers a range of investment products and platforms while maintaining oversight of advisor recommendations.