Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013, following a brief tenure at Wells Fargo Clearing. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory programs and services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and customized consulting and retirement planning.

John M. Hoemeyer is a Certified Financial Planner® affiliated with Independent Financial Group, LLC and has five years of industry experience. Prior to joining Independent Financial Group in 2026, he worked at Royal Alliance Associates, Inc. and has a legal background including operating his own law firm focused on estate planning. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs strategic asset allocation with a combination of passive and active investment strategies across various risk profiles.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop selling vintage jewelry and accessories and is an independent distributor for Young Living. 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 institutions. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Ryan Bollinger is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citigroup since 2020, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of Bollinger Services and a partner in Bollinger Rental Services LLC, which offers rental services for RVs and campers. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Robert Markham is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JBL Financial Services Inc, LPL Financial, and Aldi's. Before entering the financial sector, he spent nine years as an independent contractor and personal trainer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party TAMPs and investment managers.

Matthew Short is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with affiliated companies including United Financial Services and the Transamerica Agency Network, focusing on life insurance and conservative investment solutions. Prior to joining Transamerica, he was with American United Life Insurance Co for a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Ryan Price is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds the Series 66 designation and has worked with firms including Modern Wealth Solutions and Eagle Strategies. Outside of his advisory role, Price owns and operates a life insurance brokerage focused on comprehensive financial planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, utilizing third-party asset managers and providing both discretionary and non-discretionary investment options.

Cassandra Waldron is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup, she worked at Charles Schwab, True Manufacturing, and O'Fallon Nutrition. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Philip Karre is a financial advisor with Commonwealth Financial Network in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. His work history includes roles at Commonwealth Financial Network, Cardinal Wealth Planning, Triad Financial Group, Osaic Wealth, and Financial Legacy Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Abby Shemeld is a CFP® professional with four years of experience at Creative Planning and prior experience at Paradigm Financial Advisors and PricewaterhouseCoopers LLP. She is based in Des Peres, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Andrew Gildehaus is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and JP Morgan entities. 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 offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and advanced technology tools.

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.

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.

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.

Justin Dulle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual and DoorDash. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and periodic rebalancing, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

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.