Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and four years of industry experience. His prior work includes positions at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

John Marino is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and LPL Financial. Outside of advisory work, he is appointed with United Health Care to write individual health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, alternative investments, and specialized financial planning solutions.

Joseph Galloway is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Wells Fargo Advisors, TD Ameritrade, and K Force prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and commercial arrangements.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Colin Day is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Correct Capital Wealth Management, Retirement Plan Advisors LLC, Cambridge Investment Research, Inc., and Nationwide Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Lori Porcelli Plescia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, PFS™, and Series 65 credentials, and has 19 years of industry experience. Her prior work includes positions at Marcum Wealth, LLC, Marcum, LLP, and Mason Road Wealth Advisors, LLC. She is also associated with CBIZ, Inc. and BWTP P.C. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Richard Jerelds is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Stifel Nicolaus. Since 2021, he has been with Citigroup Global Markets in O'Fallon, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and maintains a unique combination of large institutional scale and specialized market roles.

Jill Lohr 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, JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, Merrill, and Banc of America Investment Services, Inc. Lohr also owns Lohr Wealth Management, a business entity established for tax purposes. 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 that combine in-house manager selection with third-party strategies and advisor discretion.

Keith Robben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 27 years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, institutional, and charitable clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party models.

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.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and six years of industry experience. He previously worked at New York Life and NYLife Securities, LLC. Outside of his advisory role, Mahoney tutors clients in a range of academic subjects, including standardized test preparation and finance. Principal Securities offers brokerage and registered investment advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

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.