Jerome Timmermann is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Eagle Strategies since 2010 and has operated The Timmermann Group since 2003. Outside of his advisory role, he provides notarization services to clients and is an investor in Sacral Solutions LLC, a company focused on manufacturing ergonomic seat cushions. Eagle Strategies serves a diverse clientele, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Martin Jr. is a CFP® and ChFC® with 34 years of industry experience. He is currently with Independent Financial Group, LLC and has prior experience at OSAIC, Premier Financial Partners, LLC, and WS Griffith Securities, Inc. In addition to his advisory role, he is the owner of an LLC unrelated to investments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a range of portfolio management strategies that integrate both active and passive investment exposures tailored to client risk profiles.

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.

Hannah Wilson is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Prior to joining Commonwealth and Compass Financial, she held various roles at John Deere from 2017 to 2025, including positions in information systems and product development. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

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 at Principal Financial Services with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at NYLife Securities, New York Life Insurance, Wells Fargo Advisors, and Slalom Consulting. In addition to his advisory work, he tutors a range of subjects including finance and standardized test preparation. 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 managers through various advisory and promoter arrangements.

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.

Jacob Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he co-founded and serves as COO of Wild M Brands, LLC, a manufacturing and consumer product sales company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house investment research team.

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 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Shannon Britt is a Series 65-licensed financial advisor at Money Concepts Capital Corp with six years of industry experience. She manages operations for Wealth Concepts, Inc., a role she has held since 2017, and provides consulting services for Castellum Asset Management. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and combines proprietary and third-party portfolio management across discretionary and non-discretionary programs.

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.

Olivia Lupfer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Thrivent Investment Management, Moloney Securities, and First Heartland Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and combines firm-developed and third-party model portfolios.